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Artificial intelligence is often described as the “new oil.” But the real contest is not just about algorithms or apps. It is about who controls the infrastructure that powers AI.
Continue readingGlobal AI Power Play: How Infrastructure Shapes Economic Dominance
Everyone is talking about AI models like ChatGPT and the companies building them. But behind the scenes, the real money may be in infrastructure. Just as the California Gold Rush made fortunes not only
Continue readingAI’s Infrastructure Gold Rush: The Next Big Opportunity
The U.S. stock market is at a crossroads. The S&P 500 is now trading at 3.15× sales, its highest valuation in history — even higher than the dot-com peak in 2000 and the
Continue readingMarkets on Edge: Record Valuations Meet Fed Rate Cut
The Federal Reserve’s upcoming September 17 meeting has investors bracing for a rate cut. But history shows that lower rates don’t just support the economy they often fuel major market booms… and eventually,
Continue readingHow Rate Cuts Spark Asset Booms (and Busts): Lessons from Past Fed Cycles
