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Fed Day, $625 Billion in AI Capex, and What Mag 7 Earnings Will Actually Tell You About Where the Wealth Is Going
Fed Day plus four Mag 7 earnings reports plus a $625B AI capex year. Here’s what actually matters for your portfolio — and what most people will misread.
Read moreAnthropic 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.
Read moreThe 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.
Read moreTOOLS&RESOURCES
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Fed Day, $625 Billion in AI Capex, and What Mag 7 Earnings Will Actually Tell You About Where the Wealth Is Going
Fed Day plus four Mag 7 earnings reports plus a $625B AI capex year. Here’s what actually matters for your portfolio — and what most people will misread.





