AI and technology stocks are driving equities higher, but rising inflation now suggests a more deliberate approach to portfolio construction. On Goldman Sachs Exchanges, Christian Mueller-Glissmann of Goldman Sachs Research and Alexandra Wilson-Elizondo of Asset Management discuss why:

AI can now predict a video's retention, frame-by-frame, before posting: It's like putting your video through an MRI. That’s Adeff by @Mininglamp It uses AI frame-by-frame analysis to score: ✅Attention ✅Emotion ✅Recognition ✅Pacing ✅Retention You can now see what’s helping the ad and what’s hurting it.

AI DATA CENTER LOAD IS PUSHING UP PJM POWER COSTS PJM is the largest U.S. grid, serving 67M people across 13 states and D.C. Wholesale power costs on PJM averaged $136.53/MWh in Q1 2026. That is up 75.5% from $77.78/MWh in Q1 2025. Capacity costs jumped 398.1% YoY. Congestion costs rose 300.4% to $2.02B. Monitoring Analytics says recent PJM capacity auctions were not competitive, primarily because of forecast demand from data centers. Bloomberg says data center load included in the last two PJM capacity auctions increased customer bills by $13.8B.

“AI agents need more than intelligence: they need the ability to execute, transact, own assets, and earn trust. Blockchain is what enables that.” — @ellazhang516, Managing Partner & Head of YZi Labs, spoke at @binance Online. AI solves blockchain’s usability problem by turning interactions into intent-based experiences; In return, blockchain becomes the invisible layer for identity, incentives, coordination, and ownership. This is the convergence we’re building toward.