Trends

Finding Equanimity Amid the Noise

Rational Talk about Bubbles

Belated New Year Salutations from the Belly of the Bubble

The song is discordant, but in some ways it’s the same

Oracle Takes a Tumble as Investors Get Jittery About AI Spending

The risks are real; the market is right to price them into calculations

Battling November Gloom

Things Considered and Rejected Amid Seasonal Restlessness

Technologies Change, but Market Behavior is Remarkably Consistent

AI is in the spotlight, but human psychology determines market cycles

Why Vigilance is Particularly Necessary Now

Tech optimism can go too far

Fall is Upon Us, but Tech Markets Feel the Heat

Is it really so different this time?

Will the Tech Industry Go Underground?

Datacenter Future Could Be Subterranean

Datacenters in Space: Not a Sitcom, but Maybe It Should Be

There’s no serenity now

Earnings Calls Tout AI Growth, but Jobs Don’t Follow

For now, investors are winning; employees not so much