Be in the know. 13 key reads for Sunday…

  1. The murky economics of the data-centre investment boom (economist)
  2. BofA expects annual AI investments to nearly triple between CY25-30E to over $1.2T (streetinsider)
  3. AI Investors Are Chasing a Big Prize. Here’s What Can Go Wrong. (wsj)
  4. Why Fears of a Trillion-Dollar AI Bubble Are Growing (bloomberg)
  5. Ant Group Open-Sources Ring-1T-Preview, a Trillion-Parameter Reasoning Model Scoring Higher Than GPT-5 (technode)
  6. Half of America’s major housing markets now have falling home prices (fastcompany)
  7. Home Sellers Are Cutting Prices at a Record Rate to Lure Skittish Buyers (redfin)
  8. Venmo and PayPal users will finally be able to send money to each other (techcrunch)
  9. Fast-Casual Restaurant Stocks Lost Their Sizzle. What Could Bring Them Back. (barrons)
  10. A Quarter for the History Books. Now What? (carsongroup)
  11. Healthcare Came to Party (allstarcharts)
  12. Nissan Xterra Will Return by 2028 as a Hybrid, and Infiniti May Have Its Own Version Too (roadandtrack)
  13. Stellantis Said to Plan $10 Billion in US Turnaround Investments (bloomberg)