OpenAI cash burn projections from an internal July document reveal the company expects $278 billion in negative free cash ...
Hello, this is Principal Ren (as of September 20, 2026)."Jev is mind-blowing," "Output tokens are permanently free," ...
The $664B backlog (+45.9% YoY) requires ORCL to embark on outsized capex trends, with it pressuring their near-term cash flow ...
August 29, 2026This is a three-week update since the last report.Previous Article: AI Infrastructure Investment/Deceleration Check (August 29, 2026)ConclusionAs of September 19, 2026, there is still n ...
Byron Scott isn’t convinced the Lakers’ roster overhaul warrants the lofty expectations surrounding their first season without LeBron James.