Nick Rokke
Senior Analyst
Latest from Nick Rokke - Page 2
Earnings Reveal the Real Strength Behind the AI Economy
Earnings season is in full swing…
The Great Reindustrialization: How AI Is Rebuilding America
Up until now, AI developers have been able to squeeze their workloads into existing infrastructure. That era is over.
OpenAI’s $115 Billion Cash Burn Is Just the Beginning
OpenAI’s $115 billion cash burn isn’t just an OpenAI story…
Earnings Season Update: The Untold Winners of the AI Spending Wave
As well as a quick update on earnings season, I want to share one overlooked segment of the AI...
The Fed’s Pivot Point Just Arrived
Only now are we learning just how weak the labor market really is. And the odds of a Fed...
How the Dollar Is Conquering Without Force
While the world watches for signs of dollar weakness, we see a much more powerful shift quietly unfolding…
The Biggest Winner in the One Big Beautiful Bill Act
The OBBBA is 330 pages of dense legal and tax code. But beneath the jargon lies a single, powerful...
