Blogs

Hyperscaler capital spending has surged: June-quarter spend was 87% higher than a year earlier, and the 2026 guidance is still being raised. The open question is […]

What sell-side preparation can and cannot do when price is the binding constraint. Preparation does not close a bid-ask spread. In a market where price is […]

Everyone says AI is cheaper than humans. But are we comparing against the fully loaded cost of AI yet? A human employee’s cost is visible – […]