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Latest Insights on BOOM

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 should we deal with AI that's growing up fastr than we expected? AI Is Growing Up And We Need To Guide It February 9, 2026 by Ian King Artificial Intelligence, Daily Disruptor Ian says Dario Amodei's recent essay helps explain why the next phase of AI will test more than just the technology itself.
The Trade Setups Wall Street Won’t Tell You About February 3, 2026 by Tim Sykes Tim Sykes Daily Everyone’s preoccupied with the big names in the market right now: Apple, NVIDIA, Amazon. Blue-chip stocks like these, they’re well-known. Predictable. Boring. And with earnings season, everyone has their eyes on them. Yes, the AI boom has lifted these giants. But there’s a dirty secret that Wall Street doesn’t want you to know about…
How can the U.S. deal with the coming electricity crisis? The Next Bottleneck in the AI Boom Isn’t Chips January 28, 2026 by Ian King Artificial Intelligence, Daily Disruptor Two years ago, Elon Musk predicted electricity shortages would be the next bottleneck for advancing of AI. According to Ian, he was right.
How does today's AI boom remind Ian of the late 1990s? I’ve Seen This Set-Up Before January 21, 2026 by Ian King Artificial Intelligence, Daily Disruptor Today's tech giants are starting to borrow more to support AI growth. Ian King sees an uncomfortable parallel to WorldCom in the late 1990s.

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