Corvex: A Fixed-Term GPU Model That Hedges The AI Infrastructure Cycle

At $22 million contracted annualized recurring revenue from live capacity, Corvex shows progress. Find out why I rate MOVE ...

Sika: A Content-Per-Project Compounder Hidden Inside A Construction Cycle

Sika boosts margins and share amid weak construction via cost savings and specialty chemistry. Click here to read this latest ...
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HTX Says AI’s $697 Billion Spending Boom Has Entered Its Payback Phase

HTX Research says five US hyperscalers will spend about $697 billion in 2026, eating 93% of operating cash flow.

Amazon's free cash flow went negative by $7.6 billion even as operating cash flow rose 33%. Here's the gap AI capex is actually creating.

Amazon is spending huge sums of money on AI, and that money has to come form someplace.