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Artificial Intelligence

How AI is reshaping companies, industries, markets, and investor expectations.

Artificial Intelligence

AI Profits Are Real. So Is the Assumption Behind Them.

Jul 24, 2026

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2 min read

AI Profits Are Real. So Is the Assumption Behind Them.

Alphabet's cloud margins just jumped from 21% to 35% in a single year. Everyone's talking about that number. The assumption sitting underneath it rarely makes the headline.

Artificial Intelligence

+4

Three Assumptions the Market Has Been Betting On. This Week Tests All of Them

Jul 20, 2026

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2 min read

Three Assumptions the Market Has Been Betting On. This Week Tests All of Them

Alphabet, Tesla, Intel, oil near $82, and an ECB decision all land in the same five days. Here's what they're actually testing.

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