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The Next Major Market Cycle Is Already Loading, And Buffett's Berkshire Just Put $10 Billion On It
A company posting the biggest profits in its history while its stock gets cheaper by the month is a company the market expects the spending to bury. Meta was that company in 2022, losing two thirds of its value before returning more than fivefold in under two years once the spending dialed back. Now, that same setup sits inside three companies that more or less own the current AI economy. Nearly everything in AI runs on rented computing, and the three companies that sell it c

Checkers
Jul 84 min read


Navigating the Maze Of Tech Earnings Amidst Dynamic Season
As the tech sector navigates another earnings season, the performances of industry giants Microsoft, Alphabet, Apple, and Amazon offer...

Checkers
Jan 31, 20242 min read


A New Dawn in AI Research: Collaborative Innovation at its Core
In a groundbreaking initiative, the National Science Foundation (NSF), in collaboration with leading technology companies and federal...

Checkers
Jan 25, 20243 min read
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