$AMZN

The Economics of AI Tokens

A token is a private unit. Sixteen production models, one label, and a 167-fold price spread. The same support request costs 90 times more on one model than another, and losing your cache multiplies it again by up to 16.7.

Semiconductor Stocks to Own Now

Nvidia is the most connected name on the KXCO Ontology and is not a chokepoint. Cadence carries two claims and is. That distinction decides the whole ownership question in semiconductors right now.

Weekly Market Outlook: Gold, Bitcoin, Oil, Silver and the AI Quantum Cycle

A Sunday strike on Larak Island put the Hormuz premium back on, Warsh put a September hike back on the table, and Friday NFP decides both. Full daily-chart levels for stocks, gold, silver, oil and Bitcoin, plus three figures from the KXCO ontology showing what actually breaks the AI trade.

KXCO and the Nvidia Rally

Five weeks before Nvidia reported a $96.2 billion quarter and added $442 billion in a day, the KXCO ontology had it at $203, Strong Buy, for a reason anyone could read. Here is the full 13-name scorecard from 24 July to the 27 August close, the Cypher queries behind the call, and the misses.

Latest News in AI and Quantum

Nvidia bids for Hugging Face, 700 rogue agents, a $37.5 million error-correction institute, a DOJ botnet seizure and an industry letter a day late. What moved in AI and quantum this week, read through the live KXCO sector graph, and why post-quantum security is now an operating requirement.

SpaceX the AI Company

Read SpaceX against the structure of the AI sector and it stops being a launch company. Anthropic rents an entire 220,000-GPU facility from it. Alphabet pays $920m a month. Remove SpaceX from the record and four major banks and three arms of the American state disconnect from AI entirely.

A Linear Look at AI: Power, Compute, Intelligence

AI is not weather. It is the last station on a production line that starts at a turbine. Read linearly, the sector looks very different: China owns the power layer, the United States owns compute and models, and the conversion ratio between them is the number that matters.

AI Stocks: What to Buy Now

A dated, checkable one-month scoreboard on the KXCO showcase ontology, the Nvidia move up the stack, Alibaba's $10.2bn raise, the Trump SpaceX disclosure, and the seventeen AI majors ranked by implied upside at the 24 August close.

What's Next in AI and Quantum

A 5,000 word assessment of the dual revolution as of August 2026: who leads in AI and quantum, which breakthroughs are genuinely close, and why electricity is now the binding constraint on both.

Economic Calendar Trading Strategy

Core PCE and Q2 GDP land at 08:30 on Wednesday, Nvidia reports that evening, and Warsh gives his first Jackson Hole keynote on Friday. Verified levels, the 16-name AI buy list, and three graph analyses of where the real chokepoints sit.

Grading the AI Trade in Public: 30 Days of the KXCO Ontology

KXCO scored its public AI-sector ontology against 30 days of record. 13 of 15 findings held, the dual-IPO call broke and was rewritten in public, and the 24 July buy screen returned +14.2% against +7.1% for the full table. The scorecard is anchored on-chain.

AI Demand in 2026: The Revenue Is Finally Catching Up to the Capex

The Q2 2026 numbers show AI capital spending finally converting into revenue. AWS up 37 percent, Google Cloud up 82 percent, Azure in the low-to-mid 40s and Nvidia data center near $75 billion, with combined hyperscaler capex tracking toward $740 billion and demand still outstripping capacity. Shayne Heffernan on what carries into 2027.

Economic Calendar and Trading Strategy This Week: August 17 to 21, 2026

A titanic tug-of-war between AI momentum and rate fears. Here is the calendar that matters this week, the way institutional money actually rotates when the data runs hot, and how the KXCO Ontology maps the AI, Quantum, Semiconductor and Compute names that will dictate your P&L over the next five days.

Cerebras Systems Buy the Dip

Cerebras core revenue doubled and its fast inference cloud nearly quadrupled in Q2 2026, with more than 600 MW of data-centre capacity under contract. A deep dive into the wafer-scale silicon, the software stack, the 25 kW thermal problem, and the prefill-on-GPU, decode-on-wafer split now entering production.

Energy IS the New Currency

Elon Musk said energy would become the de facto currency. He was describing a physical constraint, not a metaphor. Firm power delivered to the rack is now the limiting reagent in the AI build-out, and roughly 158 GW of data-centre capacity still has to be energised by 2030.

The Agentic Hangover, the Grid Breakpoint and the Quantum Breakout

Two sectors moved today and both moved hard. In AI the story is no longer the GPU, it is the power to run it: agentic workloads have multiplied inference by 15x, the capex bill is compounding faster than the revenue behind it, and Northern Virginia is load-shedding. In quantum, a logical-qubit milestone has halted the pure plays. Shayne Heffernan walks the live tape, the architecture wars and the exact portfolio directives, with the dependency graph both trades share.

Palantir ($PLTR) Is the Most Valuable Company in the World, and the Market Cap Does Not Show It

Palantir is worth about $391 billion, which does not put it inside the ten largest listed companies. Shayne Heffernan argues it is still the most valuable company in the world on the measure that matters, meaning replacement cost and what a state buyer would pay for exclusive control. Inside: the second quarter numbers, the $10 billion Army agreement, where Palantir sits in the KXCO ontology of the AI economy, an honest mark on the June BUY at $107, and the risks that would break the thesis.

Short Squeeze AI Stocks: Testing the Thesis Against Fintel Data and SEC Filings

High short interest is not a short squeeze. Shayne Heffernan tests the AI squeeze thesis against FINRA settlement data, borrow costs and Regulation SHO, and finds one of five conditions met. $IONQ is the most shorted name in the complex at about 22.4% of float, yet its borrow fee is 0.46% and the position covers in two days. $SPCX is SpaceX, not a Super Micro proxy, and it unlocks about $123bn of insider stock on 6 August. Includes the five gates a real squeeze has to pass.

This Week in AI Stocks

The July 2026 earnings wave, mapped layer by layer. About $750 billion of hyperscaler capex guided for the year, SK hynix at a 76% operating margin, Micron at 84.9% gross, TSMC packaging sold out into 2027, and Andy Jassy saying $220 billion still will not be enough. Shayne Heffernan on which AI stocks sit in the constrained nodes, with the numbers and the sources.

AI and Quantum the Race With China Just Accelerated

A trillion dollars is flowing into AI compute, quantum error correction finally scales, and China is closing the gap in months not generations. Shayne Heffernan on the latest AI and quantum news — and why KXCO built for exactly this moment.

AI Stocks to Own Now

The AI market in mid-2026 is the largest infrastructure buildout since the internet — $571B in capex this year, $3T by 2028. We map every dependency, every chokepoint, and every CEO quote to show you where the money is really going.

Earnings Season Kicks Off

Earnings season is about to deliver the next chapter in the AI capital expenditure supercycle. Wall Street expects $NVDA and $SPCX to be the big winners, but the real story is how early we still are in this cycle.

AI Stocks Are War Stocks

The Pentagon is pouring $13.4 billion into AI this year, and a new generation of tech-native defense companies — Palantir, Anduril, SpaceX — are capturing the lion's share of the fastest-growing military spending category in history.

Economic Calendar and Trading Strategies for the Week Ahead: July 14–18, 2026

A pivotal week for markets: US strikes on Iran reignite the oil risk premium, June CPI and retail sales test the Fed's rate-cut path, and the $1 trillion AI capital loop keeps driving the tech trade. Full economic calendar plus trading strategies across oil, gold, Bitcoin, FX and AI stocks.

Who Is Who in the AI Space: The Definitive Guide to AI Stocks in 2026

The definitive 2026 guide to AI stocks: $NVDA, $GOOGL, $MSFT, $AMZN, $META, $TSM, $AVGO, $ORCL and $PLTR in the US; $BABA, $TCEHY and $BIDU in China — each mapped to its layer of the AI value chain, with cashtags, market caps and the investment thesis for each.

AI and Quantum Computing Latest News

AI and quantum computing are converging into a single US-China contest. A fact-checked, investor-focused map of the model gap, the quantum milestones, the security imperative, and the stocks positioned across both — NVDA, GOOGL, MSFT, IBM, IONQ, TSM. By Shayne Heffernan.

Investing: The US-China AI Battle

US China AI battle investing, decoded: Claude Fable 5 & Opus 4.8 vs GLM-5.2 & Kimi K2.7, the NVIDIA-vs-Huawei chip supply chain, target prices for the best AI stocks to buy in 2026, and a full geopolitical risk matrix. By Shayne Heffernan.

AI Is Still Early. Quantum Is Real.

Forget the lab feud. The week's real story is earnings — Micron's $100B order book proves AI demand is committed, not speculative. My featured US stocks: Micron, Amazon, a buy on Palantir, plus the government-backed quantum names.

The New Economies: Space, AI, and Quantum

Three new economic layers are taking shape: space is becoming an industrial domain, artificial intelligence is evolving into continuous infrastructure, and quantum technologies are moving into operational use in simulation and sensing. While technical and energy constraints remain significant, the period through 2035 is likely to see these layers expand in parallel, creating new requirements for verifiable trust and post-quantum security. KXCO is positioning its infrastructure as the transaction

10 Best Stocks to Buy Right Now in June 2026 – My Current Watchlist

AI spending continues as the dominant long-term theme, but capital is rotating toward companies with strong earnings, reasonable valuations, and real infrastructure exposure.

Quantum AI Is Already Reshaping Markets

I've traded through enough hype to know quantum AI won't flip everything overnight. But the 2026 signals — funding, hybrids in finance, hardware progress — say it's accelerating. The players and platforms that nail security and optimization will carry the edge.

AI and Quantum Computing Merge: The Next Technological Revolution

AI and Quantum Computing Merge: The Next Technological Revolution $NVDA, $IBM, $GOOGL, $AMZN, $IONQ, $RGTI, $QBTS

Anthropic Becomes a $1 Trillion AI Powerhouse

Anthropic has officially crossed the $1 trillion valuation threshold, becoming one of the most valuable private companies in the world.

Quantum Computing 2026: Where We Are, What’s Next