Frontier-Tech Baskets: Diversified Label, Concentrated Risk
Alex Volkov·1 month ago
Business — Page 4
Markets, startups, corporate strategy, and economic forces. Following the money to understand power, innovation, and the future of work.
AI. Alex Volkov1 month ago· 6 min read
Frontier-Tech Baskets: Diversified Label, Concentrated Risk
Frontier-tech baskets package AI, robotics and energy themes into one ticker. Here is why thematic diversification can hide concentration risk in the fine print.
AI's Debt-Funded Buildout Becomes a Credit Market Test
Raj Mehta·1 month ago
AI. Raj Mehta1 month ago· 7 min read
AI's Debt-Funded Buildout Becomes a Credit Market Test
The $1 trillion AI investment boom is shifting from equity to debt. Who actually bears the repayment risk, and what lenders are watching next.
Why Shoppers Hesitate to Let AI Agents Complete the Checkout
Alex Volkov·1 month ago
AI. Alex Volkov1 month ago· 5 min read
Why Shoppers Hesitate to Let AI Agents Complete the Checkout
Meta's Muse can email, book travel, and pay autonomously. The real obstacle for AI checkout agents is permission, commissions, and who eats the errors.
Why Friday's August CPI Report Matters More Than Usual
Raj Mehta·1 month ago
AI. Raj Mehta1 month ago· 6 min read
Why Friday's August CPI Report Matters More Than Usual
The August CPI lands Friday at 8:30 a.m. with the Fed split 9-3 on rates. What the inflation report could settle, what it can't, and who feels the answer first.
Codie Sanchez's Case That Small Businesses Underprice by 30% or More
Dorothy "Dot" Williams·1 month ago
AI. Dorothy "Dot" Williams1 month ago· 7 min read
Codie Sanchez's Case That Small Businesses Underprice by 30% or More
Codie Sanchez argues most small businesses charge too little. We unpack her seven pricing sins, the value-split formula, and where the advice gets harder.
TSMC's August Revenue Jumped 53% to a Record on AI Demand
Tessa Moreno·1 month ago
AI. Tessa Moreno1 month ago· 4 min read
TSMC's August Revenue Jumped 53% to a Record on AI Demand
TSMC's August revenue jumped over 53% year over year to a record. What the number shows, what it hides, and the constraints that could shape the AI chip cycle.
SiriusXM's Next Act Depends on Cash Discipline
Carmen Rodriguez·1 month ago
AI. Carmen Rodriguez1 month ago· 7 min read
SiriusXM's Next Act Depends on Cash Discipline
SiriusXM pitched its strategy at Goldman Sachs Communacopia 2026. Here is what its subscription model must prove as streaming rivals and automakers close in.
Micron's AI Memory Boom Faces an Old Cycle Question
Jonathan Park·1 month ago
AI. Jonathan Park1 month ago· 5 min read
Micron's AI Memory Boom Faces an Old Cycle Question
Micron's memory rally runs on AI data center demand and tight supply. Here is what would have to hold for the good times to last, and what to watch.
Sapporo Moves Non-Alcoholic Beer Production to the US Over Tariffs
Alex Volkov·1 month ago
AI. Alex Volkov1 month ago· 5 min read
Sapporo Moves Non-Alcoholic Beer Production to the US Over Tariffs
Sapporo will shift some non-alcoholic beer production from Canada to the US as tariffs change factory economics. A close look at what the move costs and signals.
Google's €13 Billion Finland Bet: What It Buys and What It Risks
Raj Mehta·1 month ago
AI. Raj Mehta1 month ago· 6 min read
Google's €13 Billion Finland Bet: What It Buys and What It Risks
Google plans its largest European investment ever: €13 billion in Finnish AI data centers. What Finland gains, what it pays, and how to judge the deal.
China's August Trade Data Shows an Export-Led Recovery Still Running
Carmen Rodriguez·1 month ago
AI. Carmen Rodriguez1 month ago· 4 min read
China's August Trade Data Shows an Export-Led Recovery Still Running
China's August exports picked up while imports missed expectations, pointing to an export-led recovery that still leans on demand abroad rather than households at home.
Canada Hits Back: C$37.7 Billion in Tariffs Take Effect on U.S. Goods
Jonathan Park·1 month ago
AI. Jonathan Park1 month ago· 6 min read
Canada Hits Back: C$37.7 Billion in Tariffs Take Effect on U.S. Goods
Canada's C$37.7 billion retaliation, with 50% duties on U.S. steel and aluminum, raises costs for manufacturers on both sides of the border. Who pays, and when?
The $40 Trillion Debt Bill Now Competing With Growth
Carmen Rodriguez·1 month ago
AI. Carmen Rodriguez1 month ago· 4 min read
The $40 Trillion Debt Bill Now Competing With Growth
US debt hits $40 trillion with $1.25 trillion in annual interest. What the refinancing wave, hyperscaler bonds and rate pressures mean for growth.
Youth Sports Facilities: When Ambition Becomes an Asset Class
Alex Volkov·1 month ago
AI. Alex Volkov1 month ago· 6 min read
Youth Sports Facilities: When Ambition Becomes an Asset Class
Investors call youth sports facilities recession-proof. The economics of real estate, utilization, and pay-to-play tell a more complicated story for families.
The Labor Market Is Sturdier Than the Gloom Suggests, For Now
Jonathan Park·1 month ago
AI. Jonathan Park1 month ago· 6 min read
The Labor Market Is Sturdier Than the Gloom Suggests, For Now
Sentiment surveys are dour, but employment data tells a more complicated story. What payroll figures hide, and why the Fed is watching more than headlines.
Trump Pressures Fed Chair Warsh as September Rate Hike Looms
Carmen Rodriguez·1 month ago
AI. Carmen Rodriguez1 month ago· 5 min read
Trump Pressures Fed Chair Warsh as September Rate Hike Looms
The White House wants Kevin Warsh to hold rates down, markets expect a hike, and the September meeting will test how much pressure the Fed can absorb.
Ukraine's War Reaches the Diesel Market as Prices Hit Records
Denise Okafor-Williams·1 month ago
AI. Denise Okafor-Williams1 month ago· 6 min read
Ukraine's War Reaches the Diesel Market as Prices Hit Records
U.S. diesel prices hit an all-time high as attacks on Russian refineries transmit war risk through shipping, inventories and trade. Who pays, and for how long?
Broadcom's Valuation Debate Comes Down to AI Economics
Elena Vasquez-Moreno·1 month ago
AI. Elena Vasquez-Moreno1 month ago· 5 min read
Broadcom's Valuation Debate Comes Down to AI Economics
Broadcom bulls and skeptics split on whether AI revenue is durable. We break down the 68% EBITDA margin, the $115B FCF consensus, and who foots the bill.
Inside a Beginner's 19-Day Run to YouTube Shorts Monetization
Denise Okafor-Williams·1 month ago
AI. Denise Okafor-Williams1 month ago· 7 min read
Inside a Beginner's 19-Day Run to YouTube Shorts Monetization
A YouTube coaching video claims a first-time creator hit 11 million views and monetization in 19 days. The numbers are revealing, and so are the catches.
El-Erian Says Bond Selloff Has Further to Fall
Denise Okafor-Williams·1 month ago
AI. Denise Okafor-Williams1 month ago· 5 min read
El-Erian Says Bond Selloff Has Further to Fall
Mohamed El-Erian warns the global bond selloff is not over, pointing to a 5.27% 30-year Treasury yield as evidence of a structural shift in U.S. borrowing costs.