Today’s theme: “Time to crunch the numbers”. It’s earnings season in earnest, and lots going on as usual. Meta and Microsoft reported yesterday. Amazon and Apple report after the close today, so you’ll probably see them by the time you watch this. Then...

Back in January I wrote here about the skilled worker shortage sitting underneath the AI data center boom. Electricians, carpenters, plumbers, pipefitters. They’re all in unprecedented demand as US big tech companies invest over $5 trillion in AI Data...

Today’s theme: ‘How high can it go?’ That question focuses on three events today. Three companies to discuss OpenAI, nudging a billion weekly users. SK hynix, the leading global memory company, which has had its own amazing ride this year....

One thing that comes with every tech wave of course is new intellectual property. And patents. This AI Tech Wave is no different. And some of the numbers are now coming in. Axios provides some details in “Patents for AI agents accelerate”: “More than...

Today’s theme is an old one. You can’t have your cake and eat it too. And there is a wrinkle in that phrase worth knowing. The older version, the one that actually makes sense, runs the other way around. You can’t eat your cake and have it too. Once...

It was like watching the Avengers come together spontaneously. All led by Nvidia founder/CEO Jensen Huang over the last few days. There’s now an Nvidia led big tech effort to globally support open source and open-weight AI models, be they from China...

Today’s theme is printed on the passenger side mirror of almost every car in America. “Objects in mirror are closer than they appear.” You remember the scene. Jurassic Park. The rear-view shot, the thumping, the water rippling in the cup. And the T-Rex...

Sometimes the shiny glare hides the relevant detail. The one thing of real note under our nose. Through every tech wave, I’ve found that markets tend to quickly focus on the opportunities beyond the leaders. Go on to secondary opportunities when the...

The Bigger Picture, Sunday July 26, 2026 Today’s ‘Bigger Picture’ topic is the ‘Disturbance in the Force’ we’re currently seeing in India. Impacting Prime Minister Narendra Modi, and his Bharatiya Janata Party (BJP). Increasingly driven by restless...

Google Earnings & Rising AI Capex: Alphabet/Google reported strong Q2 results, and a higher AI capex budget of $205 billion. As I broke down on ARD #125, Google is ‘backing up the truck’ on AI infrastructure: it lifted the 2026 capex guide to ~$205B...