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AI CapEx And Earnings: What Happens When Growth Slows
AI CapEx And Earnings: What Happens When Growth Slows
Authored by Lance Roberts via RealInvestmentAdvice.com,
AI capex and earnings are now so tightly tied that spending doesn't have to fall to hurt profits. It only has to stop accelerating.
Almost half of the S&P 500's earnings growth this year traces back to one activity: companies buying chips, servers, power gear, and concrete to build artificial intelligence. That's the estimate Goldman Sachs published on September 23. It's also the clearest statement yet of how tightly AI capex and earnings are now linked.1 Most...
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May 2, 2026 / Tyler Durden
Trump On Hormuz Blockade: "We're Like Pirates - And It's Very Profitable"
Trump On Hormuz Blockade: "We're Like Pirates - And It's Very Profitable"
Rare agreement with Iranian officials? President Trump has newly said the US Navy is acting "like pirates" as he described an operation about seizing a ship amid the ongoing blockade of Iranian ports.
"We … land on top of it and we took over the ship. We took over the cargo, took over the oil. It’s a very profitable business," Trump told a large audience at a rally in Florida on Friday. "We’re like pirates," he added as the crow...
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Aug 11, 2026 / Tyler Durden
Democrats Shocked By The Cancel Culture They Built
Democrats Shocked By The Cancel Culture They Built
Authored by Sasha Stone via SashaStone.com,
I've heard the new talking point on the Left trying to explain away Hasan Piker's truly vile comments on 9/11. Bernie Sanders, AOC, and Abdul Sayed have all used the term. The memo went out, and now they're repeating it like parrots. You can see for yourself in these videos [click on SashaStone's blog above to see a montage].
CNN: “Hasan Piker said America deserved 9/11. Are you comfortable with that?”
Bernie Sanders: “No, I think that was a...
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Oct 9, 2026 / Tyler Durden
Planning For Pitchforks: AI Labs Are War-Gaming A Catastrophe, Public Revolt, And The Crackdown That Follows
Planning For Pitchforks: AI Labs Are War-Gaming A Catastrophe, Public Revolt, And The Crackdown That Follows
The AI industry has been war gaming not only how it might destroy humanity, but is also considering what an angry public could do to the industry.
Senior executives at Anthropic, OpenAI and other AI firms are privately gaming out scenarios in which a major AI incident triggers a public and political revolt, Axios reported Friday. The potential trigger is a cyberattack that disrupts banking, internet access, or essential services such as power and water....
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