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AI data center server racks representing the Anthropic and OpenAI infrastructure race

Anthropic Just Hit $30B ARR in 15 Months. Here’s Where the Real AI Wealth Is Being Created Right Now

Anthropic went from $1B to $30B ARR in 15 months while OpenAI projects $14B in losses. Here is what the AI wealth race actually means for your portfolio.

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AI chips representing the AI capex cycle

The Week That Decides AI’s Next Trillion Dollars

Four AI hyperscalers report Wednesday with $400B+ in combined 2026 capex on the line. Here’s what to actually watch, and why this is the week the market either rewards AI spending or stops doing it on faith.

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AI infrastructure data center showing servers and power systems - the next wealth wave

The AI Trade Just Got Bigger: Why Nuclear, Power, and Cooling Stocks Are the Next Wealth Wave

Nvidia hit $5T, AMD popped 13%, and X-energy raised $1B in the largest nuclear IPO ever. The AI trade is no longer just chips – it’s everything that powers them.

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