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Jeremy Phillips

Why Google’s Record AI Spending May Signal a Turning Point

Although the AI buildout has powered Wall Street’s bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated. Google (NASDAQ:GOOGL | GOOGL Price…

Jeremy Phillips · 4 months ago

The Only Public Space Stock Even Elon Musk Can’t Dismiss

Here’s the uncomfortable truth for anyone who wants exposure to the space economy: the company that dominates it isn’t public. SpaceX prints launches, prints Starlink revenue, and prints headlines. You can’t buy it. So…

Jeremy Phillips · 4 months ago