Briefing

When the Federal Reserve lowers interest rates while the stock market sits at record highs, investors face a paradox. Rate cuts are usually a response to slowing growth or financial stress, not moments of optimism. Yet history shows that when such cuts happen at market peaks, they can either extend rallies for years or foreshadow a downturn. The outcome depends on whether the … [Read more...] about When the Fed Cuts Rates at Market Highs: Lessons From History

When OpenAI CFO Sarah Friar admitted that the company is “constantly under compute,” even after logging its first $1 billion revenue month in July, it crystallized the reality of the AI economy: demand for compute is growing at a pace that even the largest hyperscalers and chip suppliers cannot keep up with. This is not simply a temporary imbalance between supply and demand; it … [Read more...] about The Era of Perpetual Undersupply: Why AI Infrastructure Is Entering a Supercycle

The story of OpenAI crossing the $1 billion revenue mark in a single month is remarkable on its own, but it tells only half the tale. What lies beneath is a structural reality reshaping not just AI companies, but the entire technology sector: the demand for AI infrastructure is proving to be insatiable, and what we are witnessing today is likely just the early innings. At … [Read more...] about The Insatiable Appetite for AI Infrastructure

AMD shares slipped slightly this week after fresh leaks hinted at details surrounding the company’s upcoming Zen 7 processors. At first glance, the cautious response from investors might seem like a red flag—especially given AMD’s already ambitious valuation. But a closer look at the rumors and the underlying strategy suggests that AMD may be setting itself up for a far … [Read more...] about AMD’s Zen 7 Leaks Could Signal a Bigger Win Than the Market Thinks

Palantir Technologies (PLTR) has been one of the hottest names in the AI rally of 2025, riding a wave of enthusiasm that pushed the stock up more than 140 percent year-to-date and briefly lifting it to an all-time high near $190 just last week. The company, long known for its government contracts and classified data analytics, had reinvented itself in the market’s imagination … [Read more...] about Palantir’s AI Momentum Meets Short-Seller Reality Check