Cathie Wood’s Ark Invest Sees AI Driving a Prolonged CapEx Boom—Here’s Why
In brief Ark cites a $300B drop in software stock value as AI models like GPT-5.3 erode traditional software moats. The firm interprets $59B in...
Tag : Driving
Arthur Hayes Says $300B Liquidity Drain Is Driving Bitcoin Lower
Arthur Hayes says Bitcoin’s recent pullback is less about crypto-specific weakness and more about a sharp contraction in dollar liquidity rippling through global markets. Key...
Elon Musk’s X Open-Sources Grok-Powered Algorithm Driving 'For You' Feed
In brief Social media platform X has open-sourced its Grok-based transformer model, which ranks For You feed posts by predicting user actions without relying on...