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17 hours ago 3 minute read 0 comments Perfectionist25
This graph has been circulating lately. Don't let some outdated claims scare you. The total market capitalization of publicly traded companies in the US is approximately $78 trillion, while the US GDP is approximately $32 trillion. This means the mar...
31 Aug 2026 3 minute read 0 comments Perfectionist25
This graph, showing the explosion in agent-based AI usage, speaks volumes. According to OpenRouter data, agent token usage has surpassed human usage, increasing 14-fold in a very short time to reach 7.3 trillion. Why is this important? Because when t...
29 Aug 2026 4 minute read 0 comments Perfectionist25
The US 30-year Treasury yield rose 6 basis points to 5.31%, reaching its highest level since 2007, while the 10-year yield is around 4.72%. What's particularly noteworthy is that the US isn't alone. France's 30-year yield is at an 18-year high of 4.8...
22 Aug 2026 2 minute read 0 comments Perfectionist25
Nvidia (NVDA) has taken an important step that could open the door to a new era in artificial intelligence investments. The company aims to create over $500 billion in financing capacity for artificial intelligence infrastructure by collaborating wit...
19 Aug 2026 3 minute read 0 comments Perfectionist25
While memory and optics companies have been largely acting together on the theme of artificial intelligence infrastructure in recent months, the picture started to change in the last week. While optical stocks such as Applied Optoelectronics (AAOI),...
17 Aug 2026 1 minute read 0 comments Perfectionist25
Nonfarm payrolls (NFP) is the number of jobs the US economy adds or loses in a month. July: −23 thousand. First negative month since February. But the real story is in the revisions. May and June were reduced by a total of 103 thousand. So the weaken...
15 Aug 2026 2 minute read 1 comment Perfectionist25
Lately, I've been closely watching the Bank of Japan's (BoJ) and US-backed currency interventions to halt the historic decline of the Japanese Yen. To put this into perspective, these moves, which involve burning billions of dollars, are neither sust...
11 Aug 2026 1 minute read 0 comments Perfectionist25
Normally, Amkor is the biggest player in the Made in USA 2.5D middleware technology field. Apple's production needs in Arizona will be met by Amkor; this includes TSMC, Avgo, and Nvidia. As these companies scale up, the company will be in a very good...
11 Aug 2026 6 minute read 0 comments CondividiSulWeb
A hospital can have doctors, surgeons, nurses and sophisticated technology ready to save a life — and still depend on something that cannot be manufactured on demand: donated blood.That is why the situation developing across the United States this su...
7 Aug 2026 4 minute read 0 comments Perfectionist25
The rapid proliferation of artificial intelligence (AI) applications is increasing electricity demand through both large-scale model training and continuously running inference services. There is intense debate in the US about the scale and urgency o...
