The Auditors Arrive
Very little has happened in markets these past few weeks that will alter the trajectory of artificial intelligence; a lot has happened regarding the financial market frenzy surrounding it. Here are three items: What is Read more
Very little has happened in markets these past few weeks that will alter the trajectory of artificial intelligence; a lot has happened regarding the financial market frenzy surrounding it. Here are three items: What is Read more
If you strip the AI rally down to what the money is actually buying, you finally find transformers, high-voltage switchgear, copper, industrial-scale cooling, gas turbines, and data centers whose power draw rivals that of a Read more
Next week we’ll give you a video presentation of our first-half 2026 wrap-up and offer some thoughts as we enter the second half of the year. Beyond the MOU signed with Iran — which markets Read more
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