Tag: chart

Out went what Armstrong calls “pure managers.” In came “player-coaches,” flat hierarchies capped at five layers, and “AI-native pods” that ...

I’ve spilled a lot of ink talking about how much capital is being poured into the AI infrastructure buildout. But ...

AI demand is growing fast. But this week’s chart shows something just as important. It shows just how aggressively capital ...

I write a lot about how fast AI demand is growing. And we recently looked at a chart from Nvidia ...

Software stocks are getting left behind again while semiconductors are on fire. The iShares Semiconductor ETF (SOXX) is up nearly ...

Private credit has been one of the fastest-growing corners of finance over the past decade plus. It surged after the ...

The most important part of the AI boom might be the one investors still aren’t paying enough attention to. For ...

Today’s chart is deceptively simple, but it might be the most impactful chart you see this year. Because a year ...

If the news lately feels a little surreal, you’re not imagining it. In a single week, we saw living human ...

This week’s chart shows something strange happening in the U.S. Treasury market. A new class of buyers has emerged in ...