Best AI Infrastructure Investments Newsletters in 2026

SubstackMonthly or less · last post 58 days ago

First-principles analysis of capital markets, AI, technology, and the systems shaping the future of finance.

Likely audience: AI investors

SubstackSeveral times a week · last post 10 days ago

From recent posts: 老猫美股研究 publishes a mix of market analysis and thematic essays on technology and economics. Content ranges from sector-specific stock commentary (AI infrastructure, semiconductor ETFs) and industry shifts (GPU pricing…

Likely audience: investors

SubstackEvery two weeks · last post 21 days ago

From recent posts: A Havenstein Moment publishes desk-clearing roundups and transcripts on inflation, Federal Reserve policy, AI infrastructure, private equity, and bond markets, mixing current financial commentary with historical…

Likely audience: investors

SubstackWeekly · last post 13 days ago

Occasional observations about markets, data, and the broader world.

Likely audience: Portfolio managers

SubstackWeekly · last post 12 days ago

Whether it's through my corporate success, my writing, or my teaching, I am committed to making a difference in the business world and helping others succeed.

Likely audience: Computer scientists

SubstackEvery two weeks · last post Aug 25, 2026

From recent posts: A technology newsletter analyzing AI infrastructure, market valuations, and defense tech through an investor lens. Each issue pairs a macro thesis (AI capex cycles, energy costs, stock correlations) with a specific…

Likely audience: financial analysts

SubstackWeekly · last post 14 days ago

If your business or portfolio depends on semiconductors, this is the one weekly analysis, backed by 130+ deep dives into companies, sectors, and events, that tells you where supply and demand are heading before it hits…

Likely audience: semiconductor industry analysts

SubstackSeveral times a week · last post 9 days ago

Former senior analyst at a leading investment firm, now sharing how I invest my own money each week—in plain English. Join 500,000+ investors getting clear, actionable insights on stocks, crypto, and real estate.

Likely audience: market analysts

SubstackWeekly · last post 12 days ago

From recent posts: A weekly data centre industry newsletter covering earnings from Microsoft, Google Cloud and Equinix, AI infrastructure spending, and global data centre developments across Europe, APAC, North America and South America.

Likely audience: data centre industry professionals

SubstackSeveral times a week · last post 8 days ago

From recent posts: White Fang publishes financial analysis on macroeconomic trends, cryptocurrency security, and corporate capital allocation. The publication targets investors and market observers interested in data-driven insights on…

Likely audience: Investors

SubstackEvery two weeks · last post 18 days ago

From recent posts: Lorenzo2cents publishes concentrated equity research on AI infrastructure and consumer tech companies, blending compute buildout analysis (Nebius, CoreWeave, SpaceX) with fundamental stock theses on names like AppLovin…

Likely audience: tech investors

SubstackSeveral times a week · last post 11 days ago

From recent posts: The Learning Curve publishes AI industry analysis and developer workflows, featuring interviews on topics like AI bubble analysis and autonomous agent development. It targets professionals in software engineering…

Likely audience: inversores tecnológicos

SubstackSeveral times a week · last post 5 days ago

We summarize the best research on the web

Likely audience: investors

SubstackWeekly · last post 8 days ago

Curated highlights of tech, investments, and more from the Asia market - in case you missed it!

Likely audience: Venture capitalists

SubstackEvery two weeks · last post 9 days ago

A finance professor investing his own money in great businesses at attractive prices, sharing in-depth research and transparent portfolio decisions.

Likely audience: Value investors

SubstackEvery two weeks · last post 12 days ago

From recent posts: This newsletter analyzes recent market volatility in the S&P 500 and semiconductor sector, highlighting the tension between rising corporate earnings and increasing borrowing costs due to inflation and energy prices. It…

Likely audience: Investment analysts

SubstackWeekly · last post 13 days ago

From recent posts: The Julius Weekly ETF Portfolio Report publishes bi-weekly updates on a personal finance writer's specific ETF holdings, covering sector performance in semiconductors, nuclear energy, and quantum computing alongside…

Likely audience: retail investors

SubstackEvery two weeks · last post 12 days ago

From recent posts: The article analyzes the sharp rise in US long-term interest rates, attributing the trend primarily to massive capital outflows from hyperscalers funding AI infrastructure rather than inflation or geopolitical conflict.…

Likely audience: Economic analysts

Substacklast post Jul 25, 2026

Thematic research and stock deep dives. Finding outliers in a sea of noise.

Likely audience: investors

Substacklast post Aug 4, 2026

How to create better healthtech products. Learn from someone with almost 10 years of healthcare experience. Join 3300+ founders, clinicians, and executives for free.

Likely audience: Product managers