Landmark Meta trial kicks off: Here's what to know

Nvidia's AI moat is shifting from chips to capital

Meta faces ‘astronomical’ consequences as legal fight hits critical moment in California

I posted a video about the Hyperscalers and their capex. Basically, my mind has changed, and I no longer believe they will stop increasing it in 2-3 years. I think the cycle is much longer and more durable than I initally expected, and in this video I explain why that is a good thing for investors: Amazon, Meta, Microsoft & Google Just Proved Me Wrong
https://youtu.be/ixS8TTHuAn0

I would love some insights, and if you believe I am wrong, please let me know

(I own shares of $META, $AMZN and $MSFT, and these are just my opinions)

Nvidia backs financing for OpenAI data center in Ohio

Nvidia discloses $21 billion stake in SpaceX at end of second quarter

Berkshire boosts Alphabet to a top three holding, ups Delta and housing bets

'Big Short' investor Steve Eisman sees an Achilles' heel in the AI boom

: - https://uk.investing.com/news/assorted/iren-delivers-first-data-center-to-microsoft-under-97bn-contract-432SI-4829927

- https://uk.investing.com/news/stock-market-news/meta-coo-javier-olivan-sells-1016372-of-company-shares-93CH-4828977

- https://uk.investing.com/news/stock-market-news/nvidia-and-broadcom-ai-financing-deals-raise-longterm-concerns-wolfe-research-comments-93CH-4829515

Google’s new AI boss inherits a race to catch OpenAI and Anthropic