Luca Socci presents a framework to evaluate the economic productivity of $725 billion in AI-focused capital expenditures by hyperscalers, with 75% being AI-specific. His method separates direct profits from suppliers and enabled profits from AI-dependent businesses, using three multipliers to assess the long-term returns across the entire supply chain. This approach aims to clarify the broader economic impact of massive AI investments beyond just the hyperscalers themselves. The analysis helps investors understand potential profit pools and growth opportunities in the AI ecosystem.
President Donald Trump made significant stock purchases worth between $220 million and $750 million in the first quarter of 2026, including shares in tech giants like Nvidia, Oracle, and Microsoft, as well as defense companies such as Palantir and Bo...
Microsoft reported strong Q3 results with GAAP EPS of $4.27 and revenue of $82.9 billion, driven by 39% growth in Azure and 123% year-over-year increase in AI annual recurring revenue. The company is aggressively investing in AI infrastructure, raisi...
Cerebras Systems made a huge debut on Wall Street with a market cap near $100 billion, signaling strong demand for AI chips beyond Nvidia's GPUs. The company produces large custom ASIC chips designed for AI inference, a growing need as AI models shif...
Microsoft and Palantir both reported impressive AI-driven earnings, but their business models and scale differ significantly. Microsoft’s Q3 FY26 showed a $37 billion AI business with 30% Intelligent Cloud revenue growth, driven by Azure’s 40% growth...
Microsoft Corporation is rated a Strong Buy due to its recent Q3 earnings beat, driven by a 29% year-over-year increase in cloud revenue to $54 billion. The company’s ongoing investments in AI infrastructure provide a competitive advantage, while its...
