Earnings Report Card: The AI Trade Faces Its Next Test

Earnings Report Card: The AI Trade Faces Its Next Test

davidgoldstein
Published on: 14/07/2026

As we approach the start of earnings season, something is stirring in the earnings per share (EPS) guidance data, and it’s coming from exactly where you’d

Wealth and Investments
Micron’s 16 Contracts Reveal The Next AI Bottleneck

Micron’s 16 Contracts Reveal The Next AI Bottleneck

davidgoldstein
Published on: 09/07/2026

Micron disclosed 16 strategic customer agreements designed to give customers long-term access to memory supply through the end of the decade. Many of those

Wealth and Investments
The True Story Behind Gold’s Collapse

The True Story Behind Gold’s Collapse

davidgoldstein
Published on: 30/06/2026

After years of watching gold prices tread water under $2,000 an ounce, we’ve seen the metal soar to more than $5,200 practically overnight. And there are

GoldOiland Energy
AI Is Leaving The Cloud. Here’s Who Gets Paid When It Does

AI Is Leaving The Cloud. Here’s Who Gets Paid When It Does

davidgoldstein
Published on: 25/06/2026

For the better part of three years, the Physical AI narrative — the idea that AI would move off the cloud and into the physical world, powering robots

Wealth and Investments