$XYZ
2 articles on $XYZ
- $NVDABullish
AI Development: The Token Got Cheaper, the Building Did Not
The useful fact on 28 September is a split, not a benchmark. Gartner puts 2026 AI spending at $2.67 trillion, and 56 percent of it is infrastructure against about 1 percent on the models. Inside one week the frontier cut the price of a token in half, Nvidia signed for the shelf the open weights sit on, and three closed labs proposed to run the test. What shipped, what it costs and where the money goes, with the AI sector checked against KXCO Ontology Live.
Shayne Heffernan25 min - Cathie WoodBullish
What is Cathie Wood Buying?
ARK fully exited Twilio in 2024, so the old $44.7 million story is history. The capital is now flowing into SpaceX, wafer-scale AI silicon, GPU cloud and stablecoin rails. Here is what Cathie Wood is actually buying as of mid-August 2026, what she is trimming, and whether the math still holds.
Shayne Heffernan6 min