Your gateway to a free society
Article

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...
Back

aboutLiberty Portal

Liberty Portal is your gateway for free markets and free thinking. We aggregate open-sourced content to promote and popularize important people and lessons within the liberty movement.
suggested
May 6, 2026 / Tyler Durden
OpenAI Co-Founder Greg Brockman Defends Company's For-Profit Pivot... And His Own $30 Billion Payday
OpenAI Co-Founder Greg Brockman Defends Company's For-Profit Pivot... And His Own $30 Billion Payday Authored by Beige Luciano-Adams via The Epoch Times, In the second week of a high-profile jury trial that could have profound impact on the race for artificial intelligence, OpenAI president Greg Brockman rejected allegations that he and other co-founders betrayed the company’s philanthropic mission and illegally enriched themselves by flipping the non-profit lab into a for-profit corporation. Tesla CEO Elon Musk in 2024 sued Brockman and CEO Sam Altman, alleging they bilked him of $38 million in donations...
Read more
Nov 7, 2026 / Tyler Durden
Attacker In Combat Gear Opens Fire In Polish City, Killing 5, Dozen Injured
Attacker In Combat Gear Opens Fire In Polish City, Killing 5, Dozen Injured At least five people were killed and a dozen injured when a gunman, dressed in military fatigues and wearing a vest and helmet, opened fire in Krakow's Main Market Square in Poland.BBC News reports that a man drove into the square around 3 p.m. local time and began shooting "at random" from his car, according to police. 🚨🇵🇱 New footage shows the DEADLY shooting in the heart of Kraków, Poland.At least FIVE people are dead and more...
Read more
May 13, 2026 / Tyler Durden
Jane Street Slashes Bitcoin ETF Holdings, Adds Ether Funds In Q1 2026
Jane Street Slashes Bitcoin ETF Holdings, Adds Ether Funds In Q1 2026 Authored by Helen Partz via CoinTelegraph.com, Wall Street market maker Jane Street reduced its exposure to Bitcoin exchange-traded funds (ETFs) in the first quarter of 2026 while increasing positions in Ether funds. Jane Street cut major Bitcoin ETF holdings in Q1 2026, including BlackRock’s iShares Bitcoin Trust (IBIT) and Fidelity Wise Origin Bitcoin Fund (FBTC), according to a 13F filing published Tuesday. IBIT holdings fell about 71% from Q4 2025 to roughly 5.9 million shares valued at about $225 million, while FBTC dropped about 60%...
Read more

support

If you like what we do and want to support us, then you are a fine humanitarian. Click the link below to find out more.

Support the liberty movement