HeyJaredThomas Richmond
- Indexed articles, last 90 days
- 183
- Latest publication
- Sep 27, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 3, 2026
Latest articles
AI’s $10 Trillion Buildout Will Reach 3.6% of GDP. Who’s Going to Pay for It? - AOL (opens the original)
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Private data center construction already outpaces all other private construction combined, with the $10 trillion AI buildout equaling 3.6% of GDP annually. Amazon, Alphabet, and Microsoft each spent between $35B and $54B last quarter on capex, reinvesting roughly 80% of cash flow unlike the debt-fueled booms of the past. Meta's free cash flow collapsed from $8.55B to $784M quarterly, and Oracle's financing stress has sent its shares down 52% over the past year. Read More: Avoid these 13 retireme
Meta Is Up 30% in a Month. Is Its New AI Agent Really That Good? (opens the original)
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Meta's new Muse AI agent has Wall Street buzzing and shares surging, but the company has yet to reveal a single usage or revenue figure to back up the hype before a critical October earnings report. This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A recent Barron’s Roundtable segment on Fox Business put Meta (NASDAQ:META | META Price Prediction) put Meta’s new Muse AI agent through several real-world ta
Meta Is Up 30% in a Month. Is Its New AI Agent Really That Good? - AOL (opens the original)
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Meta's Muse launch drove a 13% weekly surge, but META sits less than 1% higher than it traded a year ago. Muse could disrupt Alphabet by completing tasks like flight bookings inside an AI assistant, bypassing Google search pages where ads run. Meta's Q2 free cash flow collapsed to $784M from $8.55B, and EPS of $6.18 missed the $7.22 consensus estimate as capex soared. The biggest 401k decisions tend to get made once and never revisited: when to roll it over, what to hold inside it, and when to s
Jim Cramer Presses OpenAI CFO on AI Spending. 6 Stocks Are Riding on What Happens Next - AOL (opens the original)
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NVIDIA's 12-gigawatt OpenAI compute commitment anchors its 106% revenue surge, while Broadcom projects $230 billion in AI semiconductor revenue for fiscal 2028. Eaton's US data center backlog hit 307 gigawatts, representing 15 years of supply, revealing how OpenAI's capex ripples through power infrastructure. Sarah Friar reframed AI safety pacing as an ROI decision, with OpenAI's ad platform hitting $1 billion in seven months. Just released. Our analysts combed the entire stock market and named
Jim Cramer Turns on the Two Kings of AI: “If You Want to Destroy Trust, You Couldn’t Find a Better Way” - AOL (opens the original)
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Cramer named Anthropic and OpenAI as AI's biggest trust destroyers, even as NVIDIA carries $279 billion in supply obligations backing the buildout. Quanta Services holds a record $53 billion backlog and Vertiv grew revenue 24%, offering listed exposure to lab spending most investors overlook. Constellation Energy's nuclear PPA signing cadence is the clearest signal that hyperscaler commitments are surviving the trust debate, despite CEG down 26% year to date. Just released. Our analysts combed t
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