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Latest Insights on META

What are hyperscalers doing to deal with the power bottleneck? The AI Race Is Becoming a Power Race March 9, 2026 by Ian King Artificial Intelligence, Daily Disruptor Ian explains why AI companies are no longer assuming that the power grid will keep up and what they are doing about it.
How does this week's chart prove the massive spending on AI is reasonable compared to the dotcom era? Chart of the Week: Spending Like It’s 1998 February 26, 2026 by Ian King Artificial Intelligence, Daily Disruptor Ian King argues that despite the heavy spending on AI today, the underlying economics are very different from the dotcom era.
How will Big Tech's spending spree affect the future of AI? Chart of the Week: The AI Race Is Now a Spending Race February 12, 2026 by Ian King Artificial Intelligence, Daily Disruptor Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.
How to Avoid the “Boogey Man” February 12, 2026 by Tim Sykes Tim Sykes Daily Every week, I see it happen… Another trader gets wiped out by the same setup. Their entire account: Gone. The worst part is, they never see it coming. And it could happen to anyone who’s unfamiliar with this play.
There’s an AI Market Selloff Everywhere Except Here February 11, 2026 by Tim Sykes Tim Sykes Daily Major tech stocks sank lower last week as AI bubble fears persisted. Companies like Alphabet, Meta and Amazon are forecast to spend $660 billion on AI in 2026. And investors’ jaws dropped. Alongside the stock price…

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