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OpenAI Misses Revenue, User Targets As CFO Fears $1.5 Trillion In Commitments Can't Be Paid
OpenAI Misses Revenue, User Targets As CFO Fears $1.5 Trillion In Commitments Can't Be Paid
Earlier today, when previewing this week's earnings by the Mag 7 which account for over $10 trillion in market cap set to report Q1 results after the close on Wednesday, Goldman's Delta-One head Rich Privorotsky said that "Equities are being driven by one thing…AI spend", and warned that "it's hard not to respect the strength of the AI bid, but the velocity has been extreme. The upside surprise vs expectations has almost entirely come from AI...
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Feb 23, 2026 / Tyler Durden
Mexico's Cartel Decapitation Strike Fallout: "Not The End, Just The Beginning"
Mexico's Cartel Decapitation Strike Fallout: "Not The End, Just The Beginning"
Mexican journalist Luis Cárdenas, listed as a journalist at MVS Noticias and a contributor to El Universal and El Heraldo de México, spoke with security analyst Oscar Balmen about the Mexican Army Special Forces' decapitation strike against the Jalisco New Generation Cartel (CJNG) by killing Nemesio "El Mencho" Oseguera Cervantes.
Balmen explained to Cárdenas that CJNG "is designed to survive without El Mencho."
Cárdenas listed key takeaways from his discussion:
The fall of Nemesio Oseguera Cervantes does not mean the end...
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Mar 17, 2026 / Alastair Crooke
Is Having No War Plan Trump’s ‘Plan’?
The US-Israeli stand-off air-strike model of waging war is being challenged by a quite different strategic asymmetric war – one first planned by Iran more than 20 years ago. This is important to understand when trying to judge where the war balance sheet truly lies. It is like comparing oranges with lemons; they are essentially […]
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Alasdair Macleod
Gold prices reflect a shift in paradigm – Part I
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