Business and Technology
Op-Ed: The Trillion Dollar AI Bet Dividing the Market
The large scale of AI capital expenditure is followed by an increasing divergence in overall market sentiment, bringing to light the vulnerability of the market to investor expectations.
Op-ed: How Tariff Dodging and the AI Revenue Mirage Risk a Global Recession
Silicon Valley is waking up with a $700 billion hangover. What appeared to be a genius strategy to evade tariffs in late 2025 by stockpiling AI hardware before a new wave of aggressive tariffs has seemingly turned into a front-loading trap that threatens the already fragile global economy.