$Meta Platforms, Inc.(META)$ will deploy up to 6 GW of AMD's AI compute chips, representing a potential multi-year order valued in the hundreds of billions of dollars.

This anxiety is spreading from traditional software into the $10 trillion information services market, including finance, real estate, logistics, and law. If $700 billion in annual AI investment starts disrupting these sectors, the consequences are real

The 5th day of the Lunar New Year is widely known as the day to Welcome the Fortune God (Caishen). Traditionally, we set off firecrackers and open our doors wide to drive away "poverty" and invite wealth and prosperity for the year ahead.

Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing.

PLTR — As it falls a lot, strong AI commercialization and earnings may reset in 2026.

Exciting, won a lot

The deeper concern lies in business models. The core SaaS logic of seat-based pricing is facing potential disruption

Singapore's economy grew 6.9% in the fourth quarter of 2025 from a year earlier, government data showed on Tuesday, higher than an official advance estimate of 5.7%.

There are two prevailing narratives regarding this Capex explosion: The Cloud Provider Logic (AMZN, GOOG, MSFT) Their infrastructure spending is backed by actual B2B customers. As long as the cloud market expands, this Capex builds a massive competitive moat. The Consumer Monetization "Ghost Story" (META, AAPL, TSLA) These companies must recoup their AI billions one or two dollars at a time from individual consumers. If the "AI killer app" for consumers doesn't materialize, this Capex becomes a heavy drag on the balance sheet.

$福特汽車(F)$