The Brutalist Report

MarketWatch

• AI infrastructure stocks have overtaken big tech hyperscalers in an ‘extraordinary’ shift, says UBS research arm [18d]
• A looming AI disappointment and rising yields. Why one research firm is hitting the brakes on U.S. stocks. [18d]
• U.S. stocks have delivered 8.7% a year since independence was declared in 1776 [18d]
• Micron was started by a few guys in an Idaho basement. How it rose to be at the center of the AI boom. [18d]
• Am I better off claiming Social Security early and investing the money, or delaying until age 70? [18d]