Hump Day

Hump Day The monumental AI trade could be reaching the height of its speculation. For the past several years, Wall Street and venture capital alike have poured billions into anything related to AI, driving valuations to astronomical heights based largely on promises, projections, and FOMO (fear of missing out). Evidence that we have reached a […]
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Could AI be Hitting a Wall?

Could AI Be Hitting a Wall? AI development and usage are growing with lightning speed, but the cost of producing AI is beginning to bump up against customers’ willingness to spend. AI leadership has migrated over the last few years as hyperscalers (Microsoft, Google, OpenAI, etc.) have released new AI models. In a nascent but […]
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Target Practice

Target Practice The narrative surrounding Artificial Intelligence has shifted from growth opportunity to disruption fear. While 2024 and 2025 focused on the “AI winners” providing infrastructure, early 2026 has been defined by a sharp selloff in companies perceived as vulnerable to disruption by the rapid evolution of AI. Recently, the stock market has experienced some […]
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