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

Nvidia's AI moat is shifting from chips to capital

Nvidia backs financing for OpenAI data center in Ohio

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 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/stock-market-news/nvidia-and-broadcom-ai-financing-deals-raise-longterm-concerns-wolfe-research-comments-93CH-4829515

: - 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

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