Jurica Dujmovic

By Jurica Dujmovic On April 30, 2026 10:00 PM By Jurica Dujmovic AI has become the load-bearing wall of the U.S. equity market.

Infrastructure giants such as GE Vernova and Bloom Energy are the new gatekeepers of the AI grid.

Jurica Dujmovic Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still.

By Jurica Dujmovic On May 14, 2026 10:00 PM By Jurica Dujmovic For years, Big Tech sold investors, regulators and the public a specific narrative …

Corporate profits can’t fix a chaotic trade war with China, climbing credit premiums and AI infrastructure limits.

By Jurica Dujmovic The spending numbers at the top of the AI story have become genuinely difficult to contextualize.

Lake Tahoe’s power crisis: AI data centers are monopolizing local grids.

The memory-chip shortage is damaging shares of companies that build devices and boosting the ones that supply the parts.

The AI buildout is printing money for memory-chip suppliers. But it’s slamming device-makers and their customers.

By Jurica Dujmovic On June 18, 2026 10:30 PM We're stepping outside the usual crypto headlines today. But stay with us, because this one's closer to home than it looks.