The modern AI industry has become a tightly connected financial-infrastructure system dominated by Nvidia, Microsoft, OpenAI, Oracle, AMD, Intel, and CoreWeave, with Nvidia at the center as both the primary chip supplier and now a capital provider. Microsoft owns roughly the high-20% range of OpenAI after investing more than $13B, while OpenAI has diversified its cloud partners by signing a $300B multiyear compute contract with Oracle and a $11.9B capacity agreement with Core

The K-Shape Index (KSI)—a 0–100 measure of recovery inequality built from employment divergence, GDP–jobs gaps, long-term unemployment, sectoral dispersion, and wealth concentration—captures this divide. A score above 60 signals a sharply unequal recovery. The U.S. has repeatedly experienced K-shaped economy recoveries, where GDP rises while households diverge. Past cycles — 1990–91 (KSI 54), 2001 (64), 2007–09 (90), and 2020–21 (90) — all showed the same pattern: output rebo

The data paints a very different picture from the slogan. According to the Congressional Budget Office, U.S. real GDP growth is projected to slow to 1.4% in 2025, down from the stronger pace seen just two years ago. The economy actually contracted by 0.3% in the first quarter, reflecting weaker consumer demand and tighter financial conditions. Meanwhile, the University of Michigan’s Consumer Sentiment Index fell to 50.8 in May 2025 — one of the lowest readings on record — sug

On November 5, 2025, the Supreme Court of the United States heard oral arguments in the consolidated cases V.O.S. Selections, Inc. v. United States and Learning Resources, Inc. v. United States — a pivotal test of presidential authority over trade policy. The central question is whether the 1977 International Emergency Economic Powers Act (IEEPA), invoked by President Donald J. Trump, grants the president legal authority to impose broad import tariffs during a declared nation

Across the United States, millions of households are asking the same question: why does everything still feel so expensive? On paper, the economy looks solid. Unemployment remains near record lows, inflation has cooled, and consumer spending hasn’t collapsed. Yet for most Americans, it doesn’t feel like relief has arrived. The grocery bill is still higher than it used to be. Rent keeps climbing. And even with a steady paycheck, there’s less left at the end of each month. The

After months of rising tension between Washington and Beijing, investors are waking up to a much-needed reprieve. Following an “amazing” meeting between U.S. President Donald Trump and Chinese President Xi Jinping in Busan, South Korea, both sides have announced a series of de-escalatory measures that signal a temporary thaw in the trade conflict dominating 2025’s global markets. According to Reuters and the Associated Press, the United States will not proceed with the previo

The latest IMF World Economic Outlook labels today’s environment a “global economy in flux.” Growth is slowing, risks are rising, and structural cracks are showing across policy, markets, and consumers. 🏦 Global Economy: The IMF projects 3.2% growth in 2025 and 3.1% in 2026 — the weakest post-pandemic trajectory yet. Fiscal expansion, tariff shocks, and tightening global credit are testing debt sustainability worldwide. Oil prices are expected to average $68.92 in 2025 and $