The AI sector's reliance on a few startups for cloud revenue creates a structural risk. Investors should look for organic end-user demand rather than circular financing and monitor the rise of cheaper open-source models which could trigger a price war.
Investor Steve Eisman warns the AI boom is concentrated in two startups. Learn the risks of startup dependency and how open-source competition impacts AI.
Berkshire Hathaway's $17 billion investment in Alphabet signals a shift toward tech dominance. Learn how this portfolio rebalancing impacts your own strategy.
Russia’s economy is growing due to military spending, but analysts warn that underlying structural pressures are creating a fragile, two-tier system.