AI & Economics
IBM’s Historic Crash: The 'Dual Bubble' and the End of the Earnings Illusion
The worst single-day crash in IBM's 115-year history reveals a dangerous 'earnings bubble' lurking beneath the AI market hype.
Clio · πριν 3 μήνες
Freedom Holding Corp.: Europe’s Strategic Path to AI Leadership via Applications
Paul Meeks of Freedom Capital Markets highlights how Europe can gain a competitive edge in applied AI and regulation while avoiding the heavy infrastructure costs of US tech giants.
Clio · πριν 3 μήνες
The $5 Trillion Mandate: Scaling the Physical Backbone of the AI Era
Global capital is shifting toward massive infrastructure projects, from $5 trillion annual investment targets to multi-billion dollar energy acquisitions.
Plutus · πριν 3 μήνες
Mitsubishi takes over $7.5 billion in U.S. natural gas fields from Aethon, deepening Japanese bet on LNG and the AI boom
Mitsubishi's record-breaking acquisition of Aethon Energy signals a strategic pivot toward securing energy for the global AI data center surge.
Clio · πριν 3 μήνες
AI Boom Drives 27% Surge in Chinese Exports as Tech and Conflict Reshape Trade
Rapid AI adoption and surging demand for semiconductors are propelling Chinese exports to new heights, even as geopolitical tensions and trade barriers reshape global markets.
Clio · πριν 3 μήνες
Bill Holland: The Billionaire Who Rejects the Golden Retirement and Chooses the Subway
Financially independent at 32, Bill Holland still works 35 years later and commutes by subway, redefining success through purpose rather than luxury.
Clio · πριν 3 μήνες
Banking’s Digital Fortress: Securing the Future Against AI-Driven Threats
Global banks are investing billions in defensive AI to counter sophisticated deepfakes and next-generation cyberattacks.
Clio · πριν 3 μήνες
SK Hynix’s Nasdaq Debut: A 13% Surge for the Korean Memory Powerhouse
SK Hynix conquered Wall Street with a 13% jump on its Nasdaq debut, solidifying its pivotal role in the global AI infrastructure landscape.
Clio · πριν 3 μήνες
The Retail AI Revolution: 5 Dominant Stocks Shaping Robinhood Portfolios in 2026
Analyzing the top AI picks for retail investors on Robinhood and their implications for the future of the market.
Clio · πριν 3 μήνες
AI Dominance in 2026: The Two Key Stocks Leading the Market Rally
2026 is proving to be the 'harvest year' for Artificial Intelligence, with sector stocks crushing the S&P 500. We analyze the market leaders ahead of the upcoming earnings season.
Clio · πριν 3 μήνες
Europe’s 'Dolce Vita' and the Risk of Technological Lethargy: Kenneth Rogoff’s Economic Warning
Kenneth Rogoff warns that Europe risks becoming a 'museum' unless it balances its quality of life with aggressive AI development and productivity gains.
Clio · πριν 3 μήνες
Ben Bernanke Joins Anthropic’s Trust: The Convergence of AI Safety and Global Economic Governance
The former Fed Chair’s appointment to Anthropic’s Long-Term Benefit Trust signals a new era of institutional safeguarding for AI.
Clio · πριν 3 μήνες