AI is my edge. Most investors know me for my firm’s Core Earnings research, a proprietary measure of earnings that adjusts for accounting tricks that mislead investors about corporate profits. The ...
Morning Overview on MSN
Meta targets 2 GW Texas AI megacenter that OpenAI and Oracle walked away from
Meta Platforms is pursuing a roughly 2-gigawatt artificial intelligence data center in Texas, targeting the same Abilene site ...
JPMorgan writes down software loans… the risk of private lending and AI… what to make of Oracle’s rally yesterday… why ...
Technology sector trading is most effective during market regime transitions, not just in bull or bear extremes. Check out the systematic pattern analysis here.
New hyperscale and wholesale projects show developers pre-positioning land, power, and community investments for AI-era growth. Land and Expand is Data Center Frontier’s ...
The Oasis Group, an award-winning consultancy and leading voice on artificial intelligence in the wealth management industry, recently released the Oasis AI Readiness Index(TM), the industry's first ...
Q4 2025 Earnings Call February 27, 2026 9:00 AM ESTCompany ParticipantsJohn Wilson - CEO & Executive DirectorKarl Bostock - ...
Across numerous documents and papers I review each month, one pattern keeps showing up: almost nobody is using only human-written content anymore. Writers draft with ChatGPT, students “polish” essays ...
Amazon and OpenAI have just announced a major partnership. It involves a lot of money and a deep dive into how AI is built and run. Essentially, OpenAI is going to use Amazon’s cloud services more, ...
Tensions in the Middle East intensified dramatically as Iran launched a large-scale wave of missile and drone attacks against Israeli and American targets ...
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