Artificial Intelligence
The Ai Capex Supercycle Meets Its First Real Earnings Test
Hyperscaler spending keeps climbing. Investors have started asking a harder question: where is the return?
Marcus Vale • 28 Jul 2026 • 5 min read
Crypto & Tech
AI spending, model economics and the market impact of automation.
Hyperscaler spending keeps climbing. Investors have started asking a harder question: where is the return?
Marcus Vale • 28 Jul 2026 • 5 min read

Without a single source of truth for your core business data, AI initiatives, regulatory compliance, and customer experience all fail. Here is how to fix it.
Marcus ValePublished 9 min read
Regulated wrappers now sit between institutional capital and the underlying asset, changing who sets the price and when.
Marcus ValePublished Updated 5 min read