Social Media Ideas for Artificial Intelligence Supercycle

AMD: Winning The Next Phase Of The AI Supercycle

TSMC: The AI Cycle Just Sent Another Signal

How Large is the AI Circle?

Every major build-out has two phases per Carlota Perez: infrastructure, then the applications that pay for it. The telecom internet build-out ran capex twelve times ahead of applic...

Big Phase Transition Of AI Alpha

The endgame for the AI bubble is taking an unexpected twist

The market has gone through various phases where stock markets sold off on fears surrounding AI. There were a few specific things:That it hit a wallThat it was too expensiveThat it...

Why Calls To Slow AI Development Are Unlikely To Derail The Investment Cycle

Nvidia: Trillions In AI Spend Over 5 Years Keeps The Growth Cycle Intact

After Nvidia's Blowout, The AI Trade's Next Leg Is One Layer Down

How Nvidia’s AI investments, including Firmus, created the ultimate circular economy

AI’s boom runs on Nvidia-funded loops, and circular financing could torch stocks and super funds.

Dario Amodei Predicted at Davos in January 2025 That AI Could Surpass Humans "at Almost Everything" Within Two to Three...

AGI could be coming faster than you think.

Scaling beyond AI pilots: Six-move Capability Cycle

On 27 February 2024, Klarna and OpenAI announced that its AI assistant had handled 2.3 million conversations in a month; the equivalent, Klarna said, of 700 agents, cutting resolut...

AI Is Entering Its Next Phase. These 5 ETFs Could Benefit.

The build-out phase is ending. The next phase involves figuring out how it all links together.

Dan Ives says AI buildout only in 3rd inning. Here are his top 5 plays from here 

AI is coming for cybersecurity, but that's actually a good thing for the sector, analyst says.

AI Craze Drives Wave of Semiconductor Deals Toward $1T Chip Era

In this edition of Business Shorts, we spotlight five announcements that show AI demand is reshaping everything from Wall Street financing to washing machines.

Dan Ives Says the AI Trade Is Only in the "Third Inning." Should Investors Stay Long AI Stocks?

The AI megatrend may still be young, but the focus for businesses is shifting from buying chips to monetizing AI across infrastructure, cloud, and software.

ИИ готовит новый сырьевой суперцикл

Мировая экономика приближается к моменту, когда цифровая революция требует всё больше ресурсов физического мира. Искусственный интеллект уже не только чипы, модели и дата-центры, з...

UBS: AI demand holds firm, with hyperscaler cloud growth tipped to hit 58%

For equities, UBS’s view supports semiconductor and hardware names into an earnings season where results, rather than narrative, are expected to drive the AI trade. The near-term t...

The Ever-Widening Overton Window Of AI Safety

Prediction: This Under-the-Radar AI Stock Will Soar Over the Next Decade

AI is changing how chips are designed and the companies that design them.

Best AI cryptocurrencies to buy in October 2026: Five working theses

Virtuals opened an invitation only AI app test in October as established crypto networks tried to turn AI demand into paid activity. NEAR is building agent and settlement tools, Bi...

The Most Important Market in AI is the Middle

AI prices are collapsing, but the competition is not at the frontier. Anthropic held the Opus line at $5 & $25 across five releases while OpenAI cut Luna 80% then 50% again, &a...

Prediction: Custom Silicon Will Be the Next Boom Within the AI Supercycle. 1 Growth Stock to Own.

Broadcom is already benefiting from a surge in demand for custom processors.

India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman Sachs

India’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor companies are driving gains, supported by...

Beyond Nvidia: Finding Opportunity In The AI Buildout