The S&P 500 rebounded from a 10% drop to a new high in just 11 sessions, marking the quickest V-shaped recovery on record. Big investors warn valuations look stretched, but higher cash supplies and record corporate profits may justify today’s lofty multiples. Meanwhile, semiconductors and AI infrastructure lead gains while software lags, and social media use has peaked globally except in North America.

The article argues that enterprises should measure AI infrastructure economics by cost per token rather than raw compute metrics like FLOPS per dollar. It shows how maximizing delivered tokens—through hardware, software and system optimizations—drives down real-world cost and boosts revenue, citing NVIDIA Blackwell’s 35× lower token cost versus Hopper.

The author argues that modular “Skills”—reusable markdown workflows loaded on demand—outperform standalone AI agents by cutting token bloat and maintenance overhead. A live GEO audit system built with Skills shows how you can turn domain expertise into scalable, service-ready products without managing dozens of agents.

Allbirds is offloading its brand and footwear assets and will rename itself NewBird AI. It secured a $50 million convertible financing package to acquire high-performance GPUs and shift into AI compute infrastructure.