The Shiller CAPE is at 38-40, second only to the dot-com peak of 44.19. Top-10 concentration exceeds 2000 levels. But Nvidia earned $120B and tech trades at 30x, not 50x. Both sides are right.

Meta and Microsoft eliminated up to 23,000 positions on the same day. Both reported record revenues. Both are redirecting the savings into AI infrastructure worth hundreds of billions.

PIMCO bought $10B of Oracle's record $16.3B data centre bond deal after US banks pulled back. The Michigan campus is part of $72B in Stargate infrastructure debt with a 19.5-year maturity.

OpenAI flagged the Tumbler Ridge shooter's ChatGPT account 8 months before the attack. Employees recommended alerting police. Leadership overruled them. Altman's apology cannot close the gap.

Meta will deploy tens of millions of Amazon Graviton5 CPU cores in AWS data centres for agentic AI. The deal is part of a $200B+ procurement campaign spanning Nvidia, AMD, CoreWeave, Broadcom, and now ...

Denis Brovarnyy built AIT Technology School to bridge the gap between education and real-world AI jobs. Here’s how his model focuses on execution, not theory.

Stanford's James Zou targets $1B valuation for AI physiology startup backed by Nature-published research and FDA-cleared cardiac AI ...

From multimodal AI to LLM search and data pipelines, web intelligence is evolving to support the scale and complexity of modern AI systems.