market analysis Archives

The AI Gold Rush Is Getting Weird: When Dealers Fund Their Own Customers

The AI boom is creating the strangest market dynamics we’ve ever seen, with companies like Nvidia funding their own customers while simultaneously using AI to justify massive layoffs. We’re either witnessing the birth of transformative technology or setting up for a spectacular crash.

The Day the AI Dream Got a Reality Check: Microsoft’s $37.5B Wake-Up Call

Microsoft’s $37.5 billion AI spending spree triggered a market meltdown that exposed the growing disconnect between massive infrastructure investments and actual returns. The DeepSeek efficiency breakthrough made expensive AI buildouts look increasingly foolish, forcing Wall Street to abandon “build it and they will come” for cold, hard profit demands.