While Alphabet and Tesla got slammed for $205 Billion AI CapEx plans, Intel posted its fastest revenue growth in 15 years. Mark Malek breaks down the mechanics of "Agentic AI," why CPU-to-GPU ratios a
There's no money being made from AI...there's no business integration...years into this and trillions invested and they are still searching for AI profits.....they basically made an inefficient product that can't scale because of power that doesn't make money for companies and cost to much to use
You left out, "Agentic AI will run 'rm -rf' on your home directory, customer database, email file, and other critical data, even if you told it not to act without permission, and apologize to you later."
If the market is changing its opinion of Intel vs nvidia, it is worth considering that in practical terms, the M-tech from Apple is achitecturally more rational, and simply easier to work with. That ought to translate to a price shift in the future. e.g. i wouldn't buy an intel based laptop or desktop. Just a thought.
If China cut off all rare earth minerals to the United States, it would trigger an immediate multi-billion-dollar supply shock for high-tech, automotive, and defense manufacturing. The U.S. relies on China for the vast majority of its refined rare earths, which are vital for permanent magnets, EV motors, electronics, and military hardware.Immediate Economic and Industrial ImpactProduction Halts: Major manufacturing lines for electric vehicles, wind turbines, and consumer electronics would face severe slowdowns or temporary closures within weeks due to a lack of permanent magnets.Price Spikes: Global prices for rare earth elements and alternative non-Chinese processing components would skyrocket overnight.Macroeconomic Risk: International bodies like the International Energy Agency warn that strict Chinese export curbs could put trillions of dollars in downstream production outside China at risk.Defense and National Security ConsequencesWeapon Systems Vulnerability: Advanced defense equipment—including fighter jets, missile guidance systems, and military drones—depends heavily on specialized heavy rare earths.
Nice the move within the move. Your videos have helped me understand what I’m seeing. Hyperscalers lost big but the index only lost 1% meaning the capital still flowed within.
Recently net interest on the U.S. national debt surpassed Medicare and became the second line item on the expenses side in the U.S. budget just behind Social Security.
The U.S. national debt currently stands at $39.6 trillion.
This debt can never be repaid, except if Scott Bessent revalues gold to $150,000 per ounce, assuming the U.S. really owns the 8,133 tons of gold in Fort Knox.
Buy gold and silver and you will become a millionaire.
the market is NOT the economy. maximization of profits through minimization of factors of production - rules.
with AI beginning to take so many jobs from "human labor", that factor of production is offsetting any increase in oil and/or tariffs.
bottom line - the powerful will continue to get better input costs than the working class as the working class diminishes and competes against each other for fewer and fewer jobs.......advantage corporations.…I Would say More emphasis should be put into day trading as it is less affected by the unpredictable nature of the market.i have managed to grow a nest egg of around 85k to a decent 532k in the space of a few months.Thanks again Adriana Mcgrath, for the regular updates,..
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The U.S. national debt currently stands at $39.6 trillion.
This debt can never be repaid, except if Scott Bessent revalues gold to $150,000 per ounce, assuming the U.S. really owns the 8,133 tons of gold in Fort Knox.
Buy gold and silver and you will become a millionaire.
with AI beginning to take so many jobs from "human labor", that factor of production is offsetting any increase in oil and/or tariffs.
bottom line - the powerful will continue to get better input costs than the working class as the working class diminishes and competes against each other for fewer and fewer jobs.......advantage corporations.…I Would say More emphasis should be put into day trading as it is less affected by the unpredictable nature of the market.i have managed to grow a nest egg of around 85k to a decent 532k in the space of a few months.Thanks again Adriana Mcgrath, for the regular updates,..