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The Great AI Split: Why 2026 Will Separate Winners from Losers
EconomyEN
The Great AI Split: Why 2026 Will Separate Winners from Losers

The era of 'a rising tide lifts all AI boats' is ending. Volatility in late 2025 signals a major market differentiation in 2026, splitting AI players into spenders and earners. Here's what investors need to know.

Alphabet-Backed Motive Files for IPO, Revealing $116M Revenue and Widening Losses
EconomyEN
Alphabet-Backed Motive Files for IPO, Revealing $116M Revenue and Widening Losses

Motive, an Alphabet-backed fleet management firm, has filed for an IPO on the NYSE despite a widening Q3 net loss of $62.7 million. The move is a key test for the 2026 tech IPO market.

Apple Slashes 2026 Vision Pro Target, Pivots to Cheaper Model Amid Slowing Sales
EconomyEN
Apple Slashes 2026 Vision Pro Target, Pivots to Cheaper Model Amid Slowing Sales

Apple is reportedly cutting its 2026 Vision Pro production target from 1 million to under 500,000 units and delaying a 2nd-gen model, focusing instead on a cheaper version. We analyze the strategy shift amid high prices and manufacturing issues.

Tech's AI Arms Race Fueled by Record-Breaking Debt Binge
EconomyEN
Tech's AI Arms Race Fueled by Record-Breaking Debt Binge

Big Tech is issuing record levels of debt to fund a massive AI spending spree. Discover what's driving this $635B+ bond market boom and what it means for investors and the broader economy.

Tech Rebounds on AI Hopes, But Dow Lags as Investors Eye Santa Claus Rally
EconomyEN
Tech Rebounds on AI Hopes, But Dow Lags as Investors Eye Santa Claus Rally

As the market weighs the potential for a Santa Claus rally, a tech stock rebound led by AI players contrasts with Nike's 13% plunge. We analyze key trends in big tech, consumer spending, and what's ahead for the holiday week.

Fusion Breakthrough Sparks 8% Oil Plunge as One Stock Soars 45%
EconomyEN
Fusion Breakthrough Sparks 8% Oil Plunge as One Stock Soars 45%

Fusion Power Inc.'s nuclear fusion breakthrough causes an 8% drop in WTI oil prices. Analyze the market impact, investment risks, and long-term implications for energy portfolios.

The AI Price War Is On: Why Foundation Models Are Racing to the Bottom
EconomyEN
The AI Price War Is On: Why Foundation Models Are Racing to the Bottom

AI labs are slashing API prices, igniting a price war that commoditizes intelligence. This analysis explores the impact on investors, tech stocks, and the AI value chain.

The AI Spending Bubble: Is Oracle's Debt the Pin That Bursts It?
EconomyEN
The AI Spending Bubble: Is Oracle's Debt the Pin That Bursts It?

Analysis of Jim Cramer's warning on AI spending. Is Oracle's massive debt a systemic risk to the tech sector's AI buildout? Actionable insights for investors.