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Sep 18, 2026

AI is growing. What will shareholders keep?

CoreWeave seeks capital, power suppliers win business and humanoids face a delivery test. Follow the return per share.

By R. Daniels

Sep 18, 2026

When AI Growth Leaves Each Share Earning Less

The arithmetic of equity raises and convertible debt, plus a five-line funding test for your next investment review.

By R. Daniels

Sep 16, 2026

Who else is using your AI key?

A hacktivist campaign in Anthropic’s new threat report ran for a month on stolen AI keys. The victims supplied the compute, paid the bill and lent their account identities to the activity. The practical question is closer to home: where could someone find a copy of your key?

By R. Daniels

Sep 16, 2026

AI API key security

Find and contain exposed keys

By R. Daniels

Sep 11, 2026

Oracle found cash. Has AI found returns?

Customer prepayments, TSMC’s sales surge and Adobe’s conversion test. This week, follow the cash behind AI growth.

By R. Daniels

Sep 11, 2026

Customer Prepayments and the AI Cash Test

How to distinguish better funding from better economics, using Oracle’s latest results as the starting point.

By R. Daniels