AI

The Great Divergence and Why Fear is the Real Bubble

Stripe co-founder Patrick Collison just shared data that says more about the global economy than any politician ever could. Since mid-2023, U.S. startups — even outside of AI — have dramatically outpaced their UK and European peers. The reason? Faster adoption of transformative tech like AI and stablecoins.

AI’s power problem rests in the hands of “transitioning” miners

Microsoft’s Satya Nadella just admitted the tech giant has more GPUs than it can power — and that single comment reveals the start of a new arms race. Former bitcoin miners are now fueling AI’s explosive growth, transforming from “proof-of-work” to “proof-of-compute.

Quantum’s boom is back (after just a week off)

After a brief pullback, the quantum boom has reignited — thanks to a major breakthrough from Google and fresh whispers out of Washington.

There is no “Up Only” just ridiculous performance from Those Guys

The AI revolution isn’t slowing down. Innovation, investment, and momentum are converging into one of the most powerful market forces in decades. But in times like these, the hardest part isn’t finding opportunity...it’s channeling the chaos. Author: Sam Volkering

Without immigration, it’ll have to be inflation

For thousands of years, population growth bailed out government largesse. Without it, governments will have to turn back to inflation instead. Gold knows.

Bigger than chips. Bigger than AI energy. This is the next AI gold rush

Everyone’s watching GPUs in the AI arms race. But one overlooked technology could soon unlock the next trillion-dollar leap. Nearly 80% of cloud data still runs on 20th-century HDDs — a ticking timebomb for next-gen AI models that demand speed and efficiency.

Are We Living in an AI Bubble… or Building the Roads for the Next Century?

The BoE just warned that AI stocks are in a bubble. But beneath the hype, billions are being poured into infrastructure that may define the next century.

Superintelligence is Beyond Reach

AI is everywhere. But is it everything investors hope it will be? This article breaks down the real limits of artificial intelligence—why superintelligence remains a fantasy, why profits are elusive despite billions in spending, and why small language models (SLMs) may be the tech story no one’s watching… yet. Before you chase the next big AI stock, read this.

Will OpenAI and ChatGPT kill Amazon’s eCommerce?

It’s a regular Tuesday, any other day as normal. You wake up in the morning, grab your phone to have a look at what’s on the cards for the day, maybe catch up on US markets from overnight, and generally peruse the day’s global events.

Ellison’s Empire: How to make money the Ellison way

Larry Ellison just reminded the market that Elon Musk isn’t guaranteed to be top dog forever…

“Bigger Than Oil” - How the UAE and Saudi are going all-in on AI for 100 years

AI is the new oil. From 5-gigawatt campuses in the desert to sovereign-backed chip deals, the UAE and Saudi Arabia are positioning themselves as landlords of the AI century. Here’s why that could reshape the next 100 years — and the companies set to ride the wave.

Guaranteed money making every time Nvidia posts earnings?

Nvidia keeps smashing earnings — and the stock keeps dipping before climbing to new highs. Here’s why that “slowdown” Wall Street fears still hasn’t arrived.

The Best Way to Play AI Today

MIT says just 5% of firms are making AI work. Nick Hubble believes this $38 “Master Key” could unlock profits from the rest. Details here.

Will China steal the AI bubble too?

China hollowed out our manufacturing. It has a chokehold on strategic minerals and refining. It undercut the West on EVs. And now, it’s coming for AI…

The rise of the Baby Busters: Why robots may be the only way out

Fertility is falling. Immigration is politically toxic. And productivity is collapsing. If governments can’t fix the labour shortfall, humanoid robots might have to. Here's why investors should care.

Bigamy could pull the plug on AI’s marriage

The US government caught nuclear power and AI in the act. And rejected their marriage application. But will this be the end of the relationship? Or is it just the tumultuous beginning?

“Hey! Why should I be using AI? WHY?”

I came across a video today; it was kids talking about the internet in the 90s. “Hey! Why should I be on the internet? WHY?…

Will AI gobble up your portfolio?

In today’s Issue: Insider’s guide to the AI investing galaxy The next phase of AI is upon your portfolio Financial markets allow you to magnify…

An Options Strategy We DO Like...

From Trump’s latest moves to the UK’s wealth drain, our editors covered it all this week. But the big question remains: is the stock rally almost done? We don’t pretend to know. Instead, we’re exploring smart ways to trade what’s actually happening.