Meredith Whitney on 60 Minutes: Expect 50+ muni bond defaults in 2011

AI investment fuels a $1.1 trillion capex surge in the S&P 500, with IT returns soaring post-tariff. Meanwhile, AI transforms marketing by making high-quality ad creation affordable and narrowing the gap between big brands and small businesses.

Resource availability has a crucial impact on understanding the economics of many industries. In the defense and transportation area, China is the lead country to watch because of its dominant position in many rare earth materials.