Latest updates for Ai Supercycle
Fresh curated links around AI Supercycle are collected here so marketers can spot useful updates and turn timely ideas into posts faster.
Recent items include:
- TSMC: The AI Supercycle Just Got Stronger
- The Global Layers Of The AI Investment Cycle
- AMD: Winning The Next Phase Of The AI Supercycle
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AI's Next Moat: What Survives When Models Become Commodities
Inside ICONIC BTC AI+ v15: The Engine Built to Beat Ninety Percent of Everything Else on This Marketplace
The AI Colander
AI customer retention sits between mobile games and social networks. Frontier models keep the crown for about 41 days, and the price of a given level of intelligence falls roughly...
After Nvidia's Blowout, The AI Trade's Next Leg Is One Layer Down
What comes after the chips trade for AI investors?
Brendan Livingstone outlines the shape of the next trade, saying that margin improvement from AI may now lead markets
Nvidia: Trillions In AI Spend Over 5 Years Keeps The Growth Cycle Intact
Untangling AI’s loop diagrams: the megaphone as market indicator
There is a way to work out which direction markets have been moving without looking at a single price. Watch who is handed the megaphone. When things go up, the optimists get the p...
AI Investments Still Are Early
Gene Munster is a great stock market analyst. He says the recent Nasdaq selloff (~7% in July) is a healthy reset, not a breakdown. We are still in the “third inning” of AI wealth c...
Scotiabank's chart book quietly makes the case that the AI trade has changed
Scotiabank's Portfolio Strategy team released its August Monthly Chart Book and there are some notable things worth highlighting.Start with earnings, because they're the reason the...
Chart of the Week: AI’s Competitive Edge
Ian shares a chart that shows how the economy is beginning to separate tomorrow's winners from yesterday's business models
AI stocks gather more strength, even as Brent oil's price nears $92
More gains for makers of computer chips and other AI winners are carrying Wall Street higher.
10 AI Stocks for the Next Phase of the AI Trade
As the AI trade moves past its first obvious winners, these 10 companies supply some of its hardest-to-get parts and are positioned to benefit from the next wave of AI spending.
TSMC Stock: The AI Supercycle Just Got Stronger (NYSE:TSM)
Taiwan Semiconductor Manufacturing (TSM) remains a strong buy after its Q2 2026 earnings presentation and earnings call transcript reinforced the … Source
x402 Volume Plunges 93% YTD as Agentic AI Economy Hype Fades
The protocol's 7-day average has fallen to about $41,800, far below the peaks recorded during the final quarter of 2025.
Rapid Shifts in the World of AI – AI Winners Need Speed and Flexibility
Here are the 12 hottest takes from RAISE Summit Day 2. 1. Qasar Younis (Applied Intuition) There will be a pullback. The current level of spending on models, employees, and general...
Nebius' 366% Revenue Growth And Other Top AI Stocks With Short Squeeze Potential
The stock-market rally now hinges more on AI than oil
As earnings season kicks off, AI investment remains front and center.
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