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Click here to read this on StonyFinLab.org
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Recommended Articles
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Title: Oracle: A Rising AI Enterprise
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Oracle is emerging as an AI cloud infrastructure provider, supported by $553 billion in RPOs, strong OCI demand, and partnerships with OpenAI, Meta, and Nvidia. Despite trailing cloud leaders, switching costs and enterprise loyalty strengthen its position. High capital spending, debt, and customer concentration remain risks, supporting a BUY recommendation.
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Recommended Articles
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Are You Part of the Shrinking Middle Class?
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A July 2026 US News article highlights America’s growing K-shaped economy, where upper and lower classes expand while the middle class declines. Rising living costs leave many households struggling, and nearly 75% lack the essential wealth needed for financial security.
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Wall Street drifts near its all-time high as oil prices keep swinging
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AP reports U.S. stocks fell for a second day as Iran-related uncertainty drove oil volatility and inflation concerns. Despite higher prices and Fed uncertainty, corporate earnings kept markets near records.
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Nvidia links with Wall Street firms for $500bn AI financing deal
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The Guardian reports Nvidia partnered with six Wall Street firms to raise over $500bn for AI infrastructure. Surging investment reflects demand, but regulators warn debt-heavy companies could threaten financial stability.
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AI revenues are growing fast, but not fast enough
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The Economist reports US tech companies plan $900bn in 2026 AI spending, increasingly debt-funded. With adoption stagnant and revenues enormous, experts warn one-third of investment may ultimately deliver unsatisfactory returns.
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Recommended Video or Podcast
1.Video: China’s Endgame: ASI Timelines, US-China Relations, and the $1.7T AI Bubble With Alvin Graylin: [Click here]
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Alvin Graylin argues US-China AI rivalry should become cooperation, warning export controls accelerate Chinese innovation and overinvestment risks a $1.7 trillion bubble while shared safety can distribute AI’s benefits globally.
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2.Video: The false promises of AI—and what’s coming next: [Click here]
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Graylin argues the multitrillion-dollar AGI windfall is a speculative mirage driven by unsustainable infrastructure and investor incentives. He advocates global AI access, worker support, and strong international safety governance instead.
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Bill Gates warns AI could rapidly eliminate jobs, worsen inequality, and enable cyberattacks or bioterrorism. He urges global regulation, human-reserved work, AI taxation, and retraining to distribute benefits more fairly.
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4.Video: Andrew Ng: The Biggest Opportunities in AI Aren't Where You Think: [Click here]
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Andrew Ng argues AI will transform tasks, not destroy most jobs. The greatest opportunities involve building practical workflows and products while strengthening human judgment, initiative, skills, safeguards, and responsible adoption.
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5. Podcast: Social Security’s Funding Crisis and the Future of Retirement: [Click here]
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Kent Smetters warns Social Security’s trust fund may be depleted by 2033, triggering 14% benefit cuts. He urges reforms combining tax increases, benefit adjustments, and retirement-policy changes to protect retirees.
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Conferences & Events
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Blockchain Week UNGA Edition is an independent ten-day New York event featuring panels, workshops, and networking on blockchain, AI, finance, energy, space, fashion, sustainability, and related global policy discussions.The conference is on September 10-19, 2026
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Investor Connect brings investors and founders together for live pitches, Q&A, deal evaluation, and networking. Selected startups present fundraising opportunities, while approved investors receive ongoing weekly deal flow and introductions.
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The conference is on September 16, 2026
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Discounts and Support Us
• Recommended publications
Weekly finance reading: Barron's (Student offer: $2/week for one year).
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• Recommended financial apps
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Stock and ETF trading and investing (Join via the link to get up to 20 free shares): Webull.
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Crypto trading and investing (Join via the link to get $30 in BTC): Coinbase.
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Stock and ETF technical analysis tool (Join via the link to get $15 off your subscription): TradingView.
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Prediction market betting (Join via the link to earn $10): Kalshi
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Thanks to our members and volunteers ( Maliha Tabassum, Michelle Jiang,Yuelin Peng and Yilin Zhou) for contributions to this newsletter.
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To share information or research with the community, submit it through [Share]. We will include it if the content is deemed appropriate
Support our efforts to make free and useful financial education content by [Donating] to @stonyfinlab via Venmo!
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Stony Finance Lab is a community-driven finance network that aiming to promote personal financial responsibility and helping the community achieve financial confidence and intelligence through life-long learning. The newsletters are to share news and information on finance research, events, and jobs related to personal finance, investments of financial and digital assets, academic finance, and entrepreneurship. All newsletters are for information sharing only and shall not be deemed as financial advice. The Lab is not liable for the consequence of using any information contained in the emails.
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