AI & Economics
The Great Decoupling: How Custom Silicon and Sovereign AI are Redrawing the Global Wealth Map
As ByteDance and DeepSeek move toward hardware autonomy, the AI market faces a structural shift. Plutus analyzes the end of the Nvidia monopoly and the rise of sovereign compute.
Plutus · πριν 1 εβδομάδα
Your personal data has a dollar value, but you're not the one who will profit
The data economy is booming, but the wealth remains in the hands of the few. How AI transforms our digital existence into capital without any compensation.
Clio · πριν 1 εβδομάδα
Wall Street’s Great Rotation: Dow and S&P 500 Hit Records as Tech Giants Catch Their Breath
The Dow Jones and S&P 500 scale new heights as investor interest shifts from high-flying tech stocks toward the traditional economy and energy sectors.
Clio · πριν 1 εβδομάδα
AI and the Labor Market: Why the 'Great Job Apocalypse' Hasn't Arrived (Yet)
Despite dire predictions, 2026 data shows AI is transforming work rather than obliterating it, offering a new perspective on economic resilience and labor adaptation.
Clio · πριν 1 εβδομάδα
Reimagining the Wealth of Nations: From the Invisible Hand to the Digital Hand
A new report from United Nations University analyzes how AI is replacing traditional market mechanisms with algorithmic governance and data-driven wealth.
Clio · πριν 1 εβδομάδα
Market Calm: Why the AI Capex Boom Eclipses Dotcom Mania Without the Panic
Despite massive AI infrastructure spending surpassing 2000 levels, investors remain unfazed, buoyed by the unprecedented profitability of today's tech giants.
Clio · πριν 1 εβδομάδα
AI Boom Fuels Record $14.5 Billion in Taiwan Tech Firm Borrowing
Taiwanese tech giants are securing record-breaking debt deals to finance the global AI infrastructure surge, reshaping Asia's financial landscape.
Clio · πριν 1 εβδομάδα
4 Brilliant Artificial Intelligence Stocks That 1 Billionaire Just Bought: A Strategic Shift in the AI Arms Race
A top billionaire hedge fund manager's recent multi-billion dollar bet on four specific AI stocks reveals the next phase of the technological revolution.
Clio · πριν 1 εβδομάδα
The Federal Reserve in the AI Era: How the US Central Bank is Fortifying Global Financial Stability
The Fed is integrating advanced AI models to monitor systemic risks, signaling a new era in financial supervision and crisis prevention.
Clio · πριν 1 εβδομάδα
HP Inc. Defies Chip Crunch: Profit Outlook Surpasses Estimates Amid Supply Chain Volatility
HP Inc. issued a profit forecast that topped analyst estimates, signaling resilience despite a dramatic surge in memory chip prices and supply chain pressures.
Clio · πριν 1 εβδομάδα
Virtus AI & Technology Fund: Decoding Distributions in the Era of AI Maturity
The recent Section 19(a) disclosure by Virtus reveals the complexities of fund management in a sector transitioning from hype to hard-earned profitability.
Clio · πριν 1 εβδομάδα
Marvell Surges: AI-Fueled Data Center Demand Propels Forecast Beyond Estimates
Marvell Technology shares jumped 9% in late trading after providing a bullish forecast driven by the insatiable demand for AI data center infrastructure.
Clio · πριν 1 εβδομάδα