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YouTubeBilyonaryo News Channel
Palace to Kiko Aquino-Dee: SONA is for Filipinos, not for you
PALACE TO KIKO AQUINO-DEE: SONA IS FOR FILIPINOS, NOT FOR YOU Palace Press Officer Undersecretary Claire Castro pushed back against Tindig Pilipinas convenor Kiko Aquino-Dee's remark that President Ferdinand Marcos Jr. has no accomplishments to present in his fifth State of the Nation Address. Speaking on BNC's Agenda Weekend, Castro said the ...
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The market has now sold the AI supply chain on three separate capex increases in three weeks.- TSMC raised capital spending to $60-64 billion. Micron fell 5.7%.- Alphabet raised 2026 capex to $195-205 billion. The semiconductor complex fell 4.3%.- Intel raised its own past $20 billion, on the best quarter it has printed in fifteen years. It fell 7.89%.Three raises. Three selloffs in the companies that supposedly receive the money.Most people are reading this as an AI demand scare. It is not. The
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