AI
The Billion AI Ultimatum: Big Tech’s Dangerous Pivot to Infrastructure
Amazon, Alphabet, Meta, and Microsoft project combined 2026 capex of B+, a 60% YoY increase.
AI
AI
The DeepSeek Disruption: How $6 Million Training Costs are Redrawing the AI Infrastructure Map
How a $5.6M Chinese model triggered a $600B NVIDIA sell-off and changed AI economics forever.
AI
Quad-Sector Market Briefing: AI Reckoning & Real Estate Cooldown (Feb 6, 2026)
High-depth briefing on AI tech trends, Toronto's housing market dip, global inflation standoff, and S&P 500 volatility.