AI leadership won’t be decided by the flashiest model, but by who can deploy it at scale with the lowest real-world cost. In other words: kilowatts, not code—and China has spent years building the infrastructure and energy base to capitalize.

This week delivered welcome news on inflation in the United States. Even though the data was encouraging, the response in bond markets was muted.

Silver hits record at $67.46, extending gains despite firm U.S. Treasury yields and a stronger Dollar.

The oil markets had a mixed day today

Merging a volatile, meme-driven stock like DJT – down over 60% in the prior year even after yesterday's gains – with frontier tech amps up its volatility.