The $600 Billion AI Spending Bet: Hyperscalers Are Powering a Trillion‑Dollar Reinvention of Productivity
Share This Post Market volatility rose in the fourth quarter of 2025, driven mainly by global trade tensions and concerns over a potential AI bubble. Volatility has continued into the new year but the U.S. economy remains well positioned. Key tailwinds include ongoing fiscal stimulus through the One Big Beautiful Bill Act (OBBBA), cumulative monetary […]
Is Generative AI in a Stock Bubble?
Share This Post The market never fails to remind us that the path to building wealth is rarely smooth. It rewards the patient and disciplined investor who stays invested through the ups and downs. This year was no different. Following a sharp selloff in April, equity markets gradually climbed the “wall of worry” to reach […]