AI Business

AI Mania vs. 3 Real Risks: US Stocks Won’t Crash, But…

US stocks rally on AI mania but 3 risks loom. No 2000 style crash. Strong earnings & economy limit downside.

May 10 • Meng Li

Seize These 3 AI Opportunities Before the Market Moves

AI monetization is near. Enterprises lead the shift. Seize cloud, OpenAI ecosystem, and infrastructure opportunities now.

May 5 • Meng Li

Anthropic’s $30B Revenue Crushes OpenAI

Anthropic hits $30B revenue, crushing OpenAI in the AI throne race.

Apr 29 • Meng Li

Musk vs. Altman: The AI Century Lawsuit Begins in Court

Musk vs. Altman AI trial begins. Jury selected. $134B at stake. OpenAI, Microsoft CEOs to testify.

Apr 28 • Meng Li

When a Shortage of Computing Power Backfires on Microsoft?

Microsoft CFO Amy Hood paused data centers, sparking a compute shortage and Azure growth fears.

Apr 4 • Meng Li

How OpenAI & Anthropic's Rift Rewrites AI Investment

How OpenAI's boundaryless expansion and Anthropic's disciplined IPO strategy reveal AI's shift from technological euphoria to commercial rationality—and…

Mar 30 • Meng Li

CPU Shortage Hits, But Intel Stalls: Who Stole the Valuation?

CPU shortages hit but Intel lags. Discover why the market rewards new computing architectures over passive supply constraints.

Mar 25 • Meng Li

When AI Erases Moats, What Happens to Markets?

How AI disruption could compress stock valuations to 2–7x cash flow and reshape capital markets entirely.

Mar 23 • Meng Li

Meta, Google set to launch soon?

SMBs prioritize Google and Meta for ads while exploring AI tools. Morgan Stanley analysis reveals usage trends, ROI shifts, and AI's impact on the…

Mar 19 • Meng Li

AI Showdown: The Ambitions of Amazon, Microsoft and Google

How Amazon, Microsoft, and Google are taking three different paths in the AI race: infrastructure, software, and the physical world.

Mar 18 • Meng Li

Nvidia's new chip: 10x power, OpenClaw freed

NVIDIA unveils Vera Rubin AI chips with 10x efficiency, plus NemoClaw for secure AI agents, targeting $1T computing market by 2027.

Mar 17 • Meng Li

Tesla is challenging the entire chip industry chain

See how Tesla's Terafab plan challenges the global chip industry's division of labor, as AI computing power drives vertical integration.

Mar 16 • Meng Li

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