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...

View the video of this post here. Charts that don’t need a PhD to understand. Big-picture thinking without the TV drama. Insights you can actually use. Subscribe to our YouTube Channel HERE for signal over noise. The most important charts and themes...

Strategy Why doomsayers are more wrong than not. (awealthofcommonsense.com) Why the promise of emerging markets has fallen short. (morningstar.com) Small traders on Polymarkets are net-net money losers. (bloomberg.com) Companies The audio business needs...

Podcasts Todd Wenning talks money in your 40s with Morgan Housel, author of “The Art of Spending.” (flyoverstocks.com) Frazer Rice talks with Rick Ferri about bringing simplicity back to investing. (youtube.com) An interview with Bill...

I’ve been discussing OpenAI’s ‘Best of times, worst of times’ for years now. As it navigates through one storm after another over its decade plus history. But it looks like that dynaimc keeps intensifying for the company. Despite its continued pole...

On all Investors’ minds today: “Financial Debates over AI and mega-IPOs.” Three trillion-plus AI IPOs are queued up later this year. Markets are now actively debating whether the math works — at the deal level, at the growth and capex metrics level, and...

Markets Why poor consumer confidence shouldn’t deter you from investing. (trendlabs.com) Small caps are leading YTD. (stockmarketmedia.com) Private assets Good luck trying to find a semi-liquid private equity fund that will outperform over the long...

Round-ups A round-up of recent research on prediciton markets including ‘How Wise is the Crowd? Bias and Edge in Prediction Markets.’ (capitalspectator.com) A round-up of recent academic research including ‘Getting the Target Right in...

Hope you all had a great monday. And are geared up for one busy week for all things AI. It starts with old agreements redrawn and re-litigated. And a busy kickoff to Mag 7 earnings reports (Google, Meta, Microsoft & Amazon on Wednesday, Apple...