One of the strangest features of this moment is that markets, analysts, and corporate forecasts are still trying to maintain a resilience narrative even as the geopolitical shock keeps deepening. Oil has surged, shipping risk remains elevated, and the conflict backdrop is ugly enough to justify much darker assumptions. Yet parts of the market continue behaving as if the pain … [Read more...] about Markets Keep Betting on Resilience Even as the Shock Deepens
earnings
Samsung’s Expected Profit Surge Is a Reminder That the AI Buildout Still Prints Money
Samsung’s expected jump in quarterly profit is more than an earnings story. It is another reminder that, despite conflict risk, supply uncertainty, and all the talk of macro strain, the AI buildout continues to generate real industrial winners. Investors sometimes talk about artificial intelligence as if it were mostly a software narrative driven by model launches and demos. … [Read more...] about Samsung’s Expected Profit Surge Is a Reminder That the AI Buildout Still Prints Money