I have written on various aspects of artificial intelligence for the last two weeks. My intention was to move on to do some ...
It is a distinctly American trait to create environments where entrepreneurs thrive, hard work leads to a better life, and a ...
I feel like I’ve stepped into the future, or onto a Sci-Fi movie set. Today is my third day in China, where I’m on a tour of ...
Gemini tells me that the US is on pace to invest $6.7 trillion in data centers by 2030, with $5.2 trillion being AI-specific ...
We’re smack-dab in the middle of the most important week of third-quarter earnings reporting. Over one third of S&P 500 ...
Every week, John Mauldin and Patrick Watson sift through reams of high-end research and send hand-selected pieces to readers. Much of this is privileged, client-only information from brilliant ...
For most of my career, and really my adult life, there were the “Big Four” telecom companies—Verizon (VZ), AT&T (T), T-Mobile (TMUS), and Sprint. The industry started to consolidate in 2004. When the ...
For the last two years, I have been writing about the promise of Artificial Intelligence, noting the extraordinary, unbelievable, galactic-sized capital investments needed to move this new technology ...
Today we continue reviewing Ray Dalio’s latest book, How Countries Go Broke. If, like me, you fear that you may soon live in such a country, Ray’s work reads like a guidebook to the future. But in ...
Good news: Tariffs will not make the world end. American businesses will do what they do best, which is adapt. While the probability of a recession has increased, we always get through it and the best ...
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