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Sports rights are fragmenting across broadcasters and streamers, creating both choice and confusion for fans. Leagues are stitching together packages—some exclusive, some simulcast—to maximize reach and revenue. The result is tiered access: marquee events on broadcast, niche content behind subscriptions….

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AI Capex Boom: Is a Bubble Forming?

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Corporate spending on AI has surged—data centers, GPUs, networking gear, and specialized software subscriptions dominate capital plans. Historically, infrastructure booms (rail, electrification, fiber-optic) produced long-term gains but were punctuated by painful shakeouts. Three diagnostics help investors separate signal from noise:…

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