With trillions of dollars of stock market value at stake, Wall Street analysts are asking a lot of questions about how artificial intelligence is being financed and developed. They're not yet all that concerned about how most companies are actually using that technology. In 2025, almost every tech company in the S&P 500 was asked about AI on earnings calls.But in other sectors like energy and healthcare, questions about AI are few and far between. That's because in many cases, analysts are prioritizing more ...

The Russell 2000 has had a strong year, hitting all-time highs a few weeks ago and pacing for its eighth straight month of gains. Its best run since mid 2021, but what can we expect for the group in 2026. Let's turn to our resident small cap expert Julie Beiel.What do you think the backdrop will be for small caps, Julie. >> I I think it looks pretty positive. You know, small caps are more economically sensitive and they should be benefiting from lower interest rates because they tend to borrow on a variable ...

More than a dozen tankers have loaded oil off Venezuela’s coast since the Trump administration intensified efforts to curb Caracas’ crude revenue by targeting vessels. https://t.co/6OiWPT8N2v ...

FSD sees things before you doBilly (@billykyle):I’m consistently impressed by how Tesla FSD handles daily incidents with extreme precaution. My truck anticipated a biker potentially entering my lane, low visibility, tight reaction time, yet it positioned perfectly and prepped for evasive action if needed. Tesla’s AI is getting https://t.co/vRJXLLGpxo ...

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Data Center & AI Infrastructure - US GDP growth has been significantly driven by data center buildout, accounting for approximately 1% to 1.6% in the last year, with projections of 3% for the next year [1] - Data center buildout is largely funded by debt, with debt financing accounting for about 60% to 70% [1] - Startups rely on these data centers to run AI, making the health of these data centers crucial for GPU availability [3] - Concerns exist regarding Oracle's ability to repay its debt, as indicated by the credit default swap (CDS) spread growing to around 150%, nearing junk levels [4] - The primary AI applications currently revolve around text, with video expected to significantly increase AI demand, potentially by 100 to 1000 times the current consumption [6][7] AI Innovation & Market Dynamics - Major hyperscalers are still two years out on their GPUs, while smaller GPU data center companies (Neo clouds) are experiencing rapid growth [6] - AI companies are experiencing unprecedented growth rates, achieving 0 to 100 million in run rate within a year [12] - The pace of AI model sophistication is accelerating, with Gemini three representing the single largest step function in performance ever [13] Regulatory Landscape - Regulatory capture, where larger companies benefit from regulation due to their greater resources, is a concern [9] - Simple regulations at a high level with a single regulatory body are preferred to allow startups to thrive [10] - The federal government is expected to pass an overarching regulatory regime to simplify and eliminate state regulations, reducing the cost of doing business and boosting US competitiveness [11]

Surveys show that Americans’ trust in clergy has hit a record low. More people now pray in their cars than in churches. Perhaps inevitably, tech bros in Silicon Valley are taking the wheel https://t.co/whjwINXQjxPhoto: Getty Images https://t.co/mQTeENEqNG ...

Read a selection of essays from the Journal’s ‘Masterpiece’ column, now celebrating its 20th anniversary. https://t.co/XTzVHrafAt ...

Novo Nordisk said it plans to start selling the new pill in the U.S. soon after the new year, with a cash price of $149 a month for the starting dose. https://t.co/AZWgYBc1UM ...

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