When most investors still whisper about AI hype, Mike Thompson cuts straight to the numbers that separate fleeting buzz from genuine ROI-driven opportunities in AI, cloud and quantum computing for 2026. The answer? A disciplined, three-pillar framework that measures revenue scalability, margin trajectory and capital efficiency, then applies it to

Current Market Metrics and the Cold Outlook Key Takeaways * The S&P 500 and Nasdaq are down roughly 6% and 9% respectively, signaling a "cold" market phase characterized by low momentum and muted earnings. * Bid‑ask spreads and transaction fees have widened, directly eroding returns and raising