If you want to understand what will drive the markets for the rest of 2025, forget the noise and focus on one thing: earnings. Last week, Wall Street got jittery after big tech companies, Microsoft and Meta reported results – and the headlines were predictable.
“Meta overspending on AI”…
Every once in a while, the world enters a period where multiple, unstoppable forces collide – and everything changes faster than anyone expects. We’re living through one of those moments right now. AI is rewriting the rules of business. Nuclear energy is being reimagined as clean and limitless. Robotics is moving from factory floors to everyday life. Critical minerals – once obscure – are now the new oil. It’s an era of exponential mega trends, and the pace of innovation is dizzying.
Read More“Good money drives out bad – when people are free to choose.” That idea became known as Thiers’ Law, and it might be the most important concept for understanding what’s happening in the world of money right now.
Read MoreThe past two weeks have given us one of the more surreal spectacles in the short history of AI deals. Nvidia, AMD, OpenAI and Oracle all lined up to throw billions of dollars at each other – almost in perfect synchrony. Here’s how it works (I think)…
Read MoreThink about the largest projects in the world – nuclear reactors, mega dams, oil pipelines. Now multiply them. That’s the scale of what OpenAI and Nvidia just announced on Monday. The two companies signed a letter of intent for a strategic partnership to build at least 10 gigawatts of AI infrastructure – with Nvidia investing up to $100 billion as the systems roll out. To put it in perspective: This is the largest AI infrastructure project ever attempted.
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