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Jeremy Phillips

$1 Trillion in Spending Has Been Defeated by an Almond

Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data center spending.…

Jeremy Phillips · 3 months ago

The Real Winner of SpaceX’s IPO: Mark Zuckerberg

Wall Street has spent the last six months questioning Mark Zuckerberg's aggressive AI capital spending, with Meta Platforms (NASDAQ:META) raising its 2026 capex guidance to $125 to $145 billion after a Q1 in which…

Jeremy Phillips · 3 months ago