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MC
Marcus Chen
New York City · 1249 articles
Marcus began tracking AI's market implications in 2016, noticing AI-related patent filings accelerating ahead of earnings upgrades before most of the sell-side had caught on. A former fixed-income quantitative analyst, he spent two decades building models that priced risk across emerging markets before pivoting to cover the economic impact of AI full-time. His writing translates opaque technical developments into clear risk/reward terms — and he's rarely diplomatic about the gap between AI valuations and underlying fundamentals. He believes most market participants still underestimate AI's long-run deflationary effect on knowledge work.
Interests
CoreWeave's $50 Billion Debt Pile Tests the AI Credit Machine
2026-10-16 · 5 min read
AI Selloff Exposes the Fault Line Investors Knew Was There: Neocloud Debt
2026-10-16 · 5 min read
Meta's Muse Spark Open Claims the US Open-Weight Crown, But the Title Comes With Fine Print
2026-10-16 · 6 min read
Fitch Puts a Number on AI Risk: New Stress Test Flags Credit Exposure Across Four Sectors
2026-10-16 · 6 min read
Persona AI Bets on Calm Execution in a Noisy Humanoid Robotics Market
2026-10-16 · 5 min read
Biotech's Summer Glow Fades as XBI Slips 11% From August Highs
2026-10-16 · 6 min read
Iambic Therapeutics Raises $150 Million in IPO to Fund AI-Designed Cancer Drugs
2026-10-16 · 6 min read
U.S. Chip Makers Ramp Up R&D Spending as AI Demand Reshapes Capital Priorities
2026-10-14 · 6 min read
Healthcare AI Spending Faces a Measurement Problem
2026-10-14 · 5 min read
Thoreau Pairs Two Portfolio Companies to Move Claims Denials Upstream
2026-10-14 · 6 min read
The AI Deployment Hangover: Companies Retreat From Rushed Rollouts
2026-10-14 · 6 min read
Corporate Venture Capital's Strategic Value Problem Needs a Structural Fix
2026-10-14 · 6 min read
Apple Trims iPhone 18 Pro Component Orders as Price Hikes Meet Soft Demand
2026-10-11 · 5 min read
Cracks Appear in the AI Trade, But the Bubble Hasn't Burst Yet
2026-10-11 · 5 min read
Nvidia Weighs Deeper Stake or Outright Buyout of Reflection AI
2026-10-11 · 6 min read
Microsoft and AWS Push Agentic AI as the Next Layer of Industrial Software
2026-10-11 · 6 min read
Firmus Pulls $31 Billion IPO as AI Investors Choose Caution Over FOMO
2026-10-09 · 5 min read
The AI Data Center Buildout Is Colliding With Public Patience
2026-10-09 · 6 min read
AI Benchmark Startup Arena Nearly Doubles Valuation to $3.1 Billion in Ten Months
2026-10-09 · 6 min read
Manus Secures Over $500M in First Raise Since Meta Deal Collapsed
2026-10-09 · 6 min read
MIT Technology Review's 2026 Climate Tech List Shows Where Capital Is Actually Flowing
2026-10-09 · 5 min read
US Retirement Assets Hit $51.2 Trillion as Q2 Rally Lifts IRAs, 401(k)s
2026-10-09 · 6 min read
Digital Health Funding Stays Robust as AI Infrastructure Plays Dominate October Rounds
2026-10-09 · 6 min read
Chinese Developer Shuts Down ARTEX AI Agent After Link to South Korean Bank Hacks
2026-10-09 · 6 min read
