HeyJaredJulie Hyman
- Indexed articles, last 90 days
- 2
- Latest publication
- Aug 14, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 8, 2026
Latest articles
The AI build-out has a problem that $1 trillion in cash can't fix (opens the original)
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Now that earnings season is nearly done, there are new — and even bigger — forecasts of how much money hyperscalers will throw at the AI data center build-out this year. Goldman Sachs estimates the number will reach $1 trillion globally in 2026. JPMorgan forecasts spending of $697 billion in the US. And Bank of America sees a "path toward ~$1.2 trillion" by 2027. But money's not going to get the job done. That's because the bottleneck isn't cash. Compute is certainly an expensive proposition. We
SpaceX stock now enters the post-honeymoon faith phase (opens the original)
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A flood of analyst initiations on SpaceX (SPCX) hit the market Tuesday, 16 trading days after Elon Musk's rocket-telecom-AI-neocloud-social media company made its debut. The stock fell by nearly 7%, closing below $150 for the first time since the SpaceX IPO. I've long called investing in Musk's endeavors faith-based. With SpaceX's IPO, shareholders are called upon to believe as never before. Including today's notes, analysts' average price target for the stock as tracked by Bloomberg is $236.45,
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For yahoo.com, the outlet · Measured Aug 1, 2026
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