Mag 4 of 7 Report Strong Quarters & AI Capex: The four big techs, Amazon, Meta, Microsoft, and Google all reported strong quarters. And renewed AI data center capex spend for 2026 and beyond. Amazon remains highest at $200 billion, with Microsoft...

The frame running through every item today: Nvidia (reporting 5/20/26), remains the Global AI ‘picks-and-shovels’ constant in the background — directly and indirectly providing AI infrastructure to everyone else. The interesting question for the next...

April 2026 The S&P 500 returned 10.49% in April 2026. (on.spdji.com) How major asset classes performed in April. (capitalspectator.com) Markets Marc Rubenstein, “Arbitrage is a broad term and it’s often misused.” (netinterest.co)...

Earlier this week, on my AI Ramblings Daily podcast (ARD-63), I discussed Elon Musk’s ‘annoyance’ lawsuit of choice against Sam Altman, founder/CEO of OpenAI. Yes, the OpenAI that Elon himself was a co-founder of,over a decade+ ago. It’s a four-week...

The frame running through every item today: “AI Infrastructure sees strong incumbent AND startup investments.” The Mag-7 capex story (Take 1) sets the incumbent baseline. But two of today’s three items are about startups — ex-Twitter CEO Parag...

Markets How Treasury rates have risen since the onset of war. (capitalspectator.com) Oil prices are at their highest level since the beginning of the Iran war. (axios.com) How gas prices are moving in response. (sherwood.news) Strategy The economy is not...

Construction “Abundance” co-authors Ezra Klein and Derek Thompson talk with “Why Nothing Works” author Marc Dunkelman about the state of the abundance agenda. (podcasts.apple.com) Construction costs move in one direction:...

As I outlined on AI Ramblings Daily #63 podcast this Monday, four of the Mag 7 big tech companies reported their quarterly results this evening. The markets have been waiting and debating this day with bated breath, with swirling AI expectations...

The frame running through every item today: “AI Infrastructure investment and pricing dynamics remain the main show for this quarter and far more.” Tonight’s Mag 7 reports — Amazon, Meta, Google, Microsoft after the close — are just the latest of many...

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