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ARKBRIDGE Outlines Jonathan Morelli’s “Picks and Shovels” AI Infrastructure Investment Strategy

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21 minutes ago

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London, UK, October 15th, 2026, FinanceWire

ARKBRIDGE, a multi-asset CFD trading platform, today announced its focus on the AI infrastructure investment framework developed by Senior Investment Specialist Jonathan Morelli.

The framework examines the semiconductors, memory, networking, data centres, cooling systems, electrical equipment and power infrastructure required to support the broader artificial intelligence economy, applying technology research, valuation analysis and portfolio-risk considerations to assess developments across the AI supply chain.

Morelli’s approach focuses on what he calls the “picks and shovels” of artificial intelligence: the semiconductors, memory, networking, data centres, cooling systems, electrical equipment and power infrastructure required by the broader AI economy.

Rather than attempting to predict which single AI company or model will ultimately dominate, Morelli studies the infrastructure that multiple competing AI businesses may need regardless of who emerges as the market leader.

“The AI winner five years from now may not be obvious today,” Morelli said. “But we already know that serious AI development requires computing capacity, memory, networking, data-centre infrastructure and power. My approach starts with what the entire industry cannot operate without.”

Within ARKBRIDGE.COM, Morelli has become a go-to Senior Investment Specialist for AI investment themes and the analytical tools used to evaluate them, combining technology-sector research with multi-asset analysis, valuation discipline and portfolio-risk considerations.

Jonathan Morelli’s AI Infrastructure Investment Framework

Morelli maps the AI economy as an interconnected investment chain:

Compute → Semiconductors → Memory → Networking → Data Centres → Cooling → Power

The framework is designed to identify areas where demand is increasing, capacity may be constrained and strategically important technologies are difficult to replace.

Morelli’s analysis begins with six questions:

  • What infrastructure does the wider AI industry require?
  • Where could demand grow faster than supply?
  • Which suppliers serve multiple AI competitors?
  • How difficult is the underlying technology to replace?
  • How much future growth is already reflected in the valuation?
  • How much AI-related exposure already exists within the portfolio?

For Morelli, the final question is particularly important.

An investor can hold several different AI-infrastructure companies and still carry significant concentration risk if all of those businesses depend on the same underlying capital-spending cycle.

“Different companies do not automatically mean different risks,” Morelli said. “Understanding where the opportunity sits is important, but understanding how much exposure the portfolio already has is just as important.”

ARKBRIDGE Multi-Asset Analysis Supports Morelli’s AI Research

Morelli’s framework fits within ARKBRIDGE’s broader multi-asset trading and analytical environment.

ARKBRIDGE currently provides access to 3,000+ global market instruments, allowing technology themes to be examined across equities, ETFs, indices, commodities, forex and other global markets.

That breadth matters because the AI infrastructure story extends beyond technology stocks.

Semiconductor demand can influence technology equities, while data-centre expansion can affect industrial companies, energy markets and infrastructure providers. Power constraints can influence utilities and commodities, while interest rates and currencies can affect the financing cost of major infrastructure projects.

Morelli therefore analyses AI as a broader economic ecosystem rather than as a single group of technology companies.

ARKBRIDGE Institutional Intelligence and Human Market Analysis

Morelli’s methodology also reflects ARKBRIDGE’s Institutional Intelligence approach.

The platform uses AI-supported analytics as a decision-support layer designed to help process market information, monitor volatility, compare sectors and identify relationships across asset classes.

For Morelli, technology helps surface changes in the market, while human analysis is still required to interpret why those changes matter.

Key questions include whether demand is temporary or structural, whether capacity is genuinely constrained, whether a supplier has pricing power and how much expected future growth is already reflected in the market price.

This combination of AI-supported analysis and experienced human interpretation is central to Morelli’s work within ARKBRIDGE.

Semiconductors, Data Centres and Power Remain Key Areas of Focus

Semiconductors form the first layer of Morelli’s research.

Advanced AI systems depend not only on processors but also on high-bandwidth memory, semiconductor fabrication, specialised manufacturing equipment, advanced packaging and networking.

Morelli looks for companies occupying strategically important positions deeper in that supply chain, particularly where multiple AI ecosystems depend on the same technology.

The same logic extends to data centres.

Modern AI facilities require servers, networking, cooling, electrical switchgear, transformers, grid connections and large quantities of reliable electricity.

Morelli therefore asks a simple question:

“If AI keeps growing, where must the money physically be spent?”

That question forms the foundation of his “picks and shovels” strategy.

Risk Management Remains Central to Morelli’s Approach

Identifying an attractive technology theme is only the first part of Morelli’s process.

The second is deciding how much risk the opportunity deserves.

Morelli considers position size, valuation, liquidity, volatility, leverage, correlation and existing technology exposure before focusing on potential return.

ARKBRIDGE supports this process with practical risk-management functionality including stop-loss orders, take-profit orders, trailing stops and margin monitoring, alongside AI-supported market analytics.

The tools are not intended to replace research. They support a process that begins with understanding the opportunity, identifying the risk and then determining how exposure should be structured.

ARKBRIDGE.COM Highlights Jonathan Morelli’s Specialist Role

ARKBRIDGE reports more than 50,000 clients and provides access to more than 3,000 global market instruments through its multi-asset trading environment.

Within that specialist-led model, Jonathan Morelli has developed a distinct focus on the infrastructure supporting artificial intelligence.

His research covers:

semiconductors, advanced memory, networking, data centres, cooling, electrical infrastructure and power.

For Morelli, the next important AI investment may not necessarily carry an “AI” label.

It may instead provide a component, technology or infrastructure service that several AI leaders cannot operate without.

“The most visible company is not always the company with the most valuable position in the supply chain,” Morelli said. “I want to understand what the AI economy cannot scale without.”

About Jonathan Morelli

Jonathan Morelli is a Senior Investment Specialist at ARKBRIDGE and one of the firm’s key specialists in AI-related investment research. His work focuses on the infrastructure supporting artificial intelligence, including semiconductors, memory, advanced packaging, networking, data centres, cooling, electrical systems and power infrastructure.

Morelli’s “picks and shovels” framework combines technology research, multi-asset analysis, valuation discipline and portfolio-risk considerations.

About ARKBRIDGE

ARKBRIDGE.COM is a multi-asset CFD trading platform that has operated since 2020 and reports more than 50,000 clients. The platform provides access to 3,000+ global market instruments and combines multi-asset execution, AI-supported analytics, risk-management functionality and account-security controls.

Official website: https://arkbridge.com/

ARKBRIDGE.COM provides execution-only services and does not provide personalised investment advice or discretionary portfolio management.

Risk Warning: CFDs are leveraged instruments and involve a substantial risk of loss. Investments linked to artificial intelligence, semiconductors and infrastructure can experience significant volatility. Market research, diversification and risk-management functionality cannot guarantee investment performance or eliminate market risk.

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CMO
David Kaladze
davidk@arkbridge.com

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Press Release

Crowded Launches Crowded MCP, Bringing Nonprofit Financial Operations Into ChatGPT and Claude

Published

5 minutes ago

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October 15, 2026

By

Fort Lauderdale, Florida, October 15th, 2026, FinanceWire

New MCP connector gives nonprofit teams a practical entry point into AI, letting them work with their live financial data to query spending, create fund accounts, prepare tax filings and build board reports through natural-language prompts.

Crowded today launched the Crowded MCP (Model Context Protocol) connector that lets nonprofits and other mission-driven organizations work with their Crowded financial data and operational workflows from ChatGPT and Claude using natural-language requests. MCP is an open standard that lets AI assistants connect to outside software and data.

Crowded MCP is designed around the work nonprofit finance and operations teams do every day: understanding spending, organizing funds, preparing compliance work, managing accounts and turning transaction data into reports and next steps. For organizations interested in AI but unsure where it fits into day-to-day operations, that makes existing finance work an immediate use case rather than a separate technology project.

“The real opportunity is bringing finance into the AI workflow, not simply giving an AI more authority over the money,” said Daniel Grunstein, co-founder and CEO of Crowded. “Nonprofit teams spend enormous amounts of time understanding what happened, organizing the data and preparing what needs to happen next. Crowded MCP is designed to compress that work while keeping the organization’s existing controls in place.”

A user can ask Crowded MCP to handle tasks ranging from pulling data to taking supported actions in Crowded:

  • “How much was spent on food in the past month?”
  • “Create a fund account for the latest government grant.”
  • “Prepare Form 990 from all Crowded platform transactions and uploaded materials.”
  • “Build the annual board report using Crowded transaction data.”

For customers already using the connector, reporting and fundraising workflows are already emerging as practical use cases. “The Crowded MCP is really cool. I built year-end summary reports by easily pulling my organization’s Crowded transaction data and visualizing it — a task that would have taken much longer otherwise!” said Keith Tristano, CFO of the Chicago Dental Society.

“We leverage the Crowded MCP server to easily generate custom fundraising pages for our sponsored projects. It’s a no-brainer!” said Boruch Izkowitz, CEO of Brightleaf Giving.

Unlike uploading a static spreadsheet or bank export to an AI assistant, Crowded MCP is an authenticated connection to live Crowded data and tools. It can retrieve current financial information and, where permissions allow, carry out supported Crowded actions such as creating accounts, managing cards, tagging transactions and preparing operational workflows. The connection stays tied to the underlying Crowded environment rather than a one-time data snapshot.

Crowded MCP currently supports workflows across banking, cards, fundraising and dues, tax filing, account and contact management, transaction tagging and reporting. Crowded’s nonprofit financial platform already spans fund accounts and sub-accounts, cards, dues and collections, fundraising, tax compliance and reporting, giving the connector operational context beyond a standalone accounting export.

Crowded MCP can also turn questions into live views built from an organization’s current Crowded data, such as a due’s tracker, spend-by-category chart, filing-status board or other custom operational view. Crowded MCP sits alongside other connected systems in supported AI environments, opening the door to workflows that combine Crowded data with accounting, member engagement, fundraising and other operational systems while keeping access scoped to the permissions granted to the connector.

Availability

Crowded MCP beta is available now as a custom connector for Claude and ChatGPT. Crowded does not charge an additional fee for use of the connector; customers may need an appropriate ChatGPT or Claude plan, and normal Crowded product fees still apply. Organizations can connect in minutes using Crowded’s MCP endpoint and following its setup guides.

MCP Endpoint: https://mcp.crowdedfinance.com/mcp

About Crowded

Crowded is a financial technology platform built for nonprofits and other mission-driven organizations, including associations, foundations, fiscal sponsors and federated groups. Organizations use Crowded to structure dedicated accounts and sub-accounts around grants, programs, projects and local units, then collect dues and donations, manage cards and spending controls, keep books, and prepare and file IRS returns from their financial data. By building financial controls and compliance into the account structure, Crowded brings the day-to-day financial operations of complex nonprofit organizations into one system.

Founded in 2021, Crowded has offices in Fort Lauderdale, Tel Aviv and Manila. Learn more at https://crowdedfinance.com/.

Crowded Technologies Inc. is a financial technology company and is not a bank. Banking services provided by i3 Bank; Member FDIC.

Legal/Publishing Checks

The Crowded Technologies Inc. Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted.

Crowded is an IRS-certified E-Filer that makes it easy for nonprofits to prepare and electronically file their federal tax returns with the IRS. Crowded is not a law firm, accounting firm, or financial advisory service, and does not provide legal, tax, or accounting advice.

ChatGPT is a trademark of OpenAI. Claude is a trademark of Anthropic, PBC. Crowded is not affiliated with, endorsed by, or sponsored by OpenAI or Anthropic.

Contact

Orian Tal
The Pitch PR
orian@thepitch.media

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Yankees Jose Chema Caballero and Panamanians in the US Unite to Deliver Earthquake Aid to Panama

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5 minutes ago

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October 15, 2026

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The Carvalho Family Foundation’s United for Panama initiative, with Chema Caballero y Familia and the Consulate General of Panama in New York, is collecting funds and supplies for direct delivery to families affected by the October 9 earthquake.

United States, 15th Oct 2026 —The Carvalho Family Foundation, led by Hector Carvalho, today announced that it is expanding its humanitarian relief efforts following the devastating October 9, 2026 earthquake in Panama. Through its “United for Panama” initiative, the foundation is working alongside New York Yankees player José ‘Chema’ Caballero, Chema Caballero y Familia, and the Consulate General of Panama in New York.

Supplies and funds are delivered directly to affected families by the foundation’s own team on the ground in Panama, working with Chema Caballero y Familia. The campaign is collecting financial donations and essential supplies, including diapers, baby formula, baby food, tents, sleeping bags, blankets, hygiene products, and basic medical supplies. Donors can visit eight donation drop-off centers across New York (including Brooklyn and Long Island), New Jersey, and Pennsylvania (Philadelphia), with more being added.

“The devastation in Panama has left families facing tremendous uncertainty, and we believe that helping them is a responsibility we all share,” said Hector Carvalho, Executive Director of the Carvalho Family Foundation. 

The needs are urgent. The magnitude 7.5 earthquake struck on October 9 near Tonosí. This was followed by more than 400 aftershocks and a magnitude 6.1 quake on October 12. According to Panama’s civil protection agency, SINAPROC, 656 schools and more than 1,000 homes were damaged, and 598 people are in shelters.

Carvalho added, “We’re bringing together individuals, businesses, community leaders, and logistics partners who want to make a difference. Our immediate priority is getting essential supplies to families who need them. We’re asking companies with warehouses, trucks, shipping capabilities, or available space to join us, and we’re encouraging individuals to contribute whatever they can. Whether it’s a donation, opening a collection location, or helping transport supplies, every contribution can make a difference. Panama needs our support, and together we can turn compassion into action.”

To realize the goals of the United for Panama initiative, the foundation is actively seeking:

  • Individual and corporate financial donors to help fund humanitarian relief.
  • Businesses, community centers, schools, and organizations willing to serve as additional donation drop-off locations.
  • Logistics, transportation, warehousing, freight, and shipping partners to help collect, store, consolidate, and transport donated supplies.
  • Corporate sponsors and community organizations interested in contributing supplies, services, transportation capacity, or volunteer support.

Support is possible from anyone in the U.S.  People can give on GoFundMe, buy from the foundation’s Amazon wish list, or drop off supplies at designated centers. Drop-offs are open through October 31. The foundation requests new, unopened items only. 

Businesses that can offer drop-off space, trucks, warehousing, or shipping should contact Hector Carvalho at (516) 790-4407 or unitedforpanama.cff@gmail.com.  

The foundation encourages individuals and organizations interested in contributing or partnering to visit: https://www.carvalhofamilyfoundation.com/panama

About the Carvalho Family Foundation 

The Carvalho Family Foundation is a 501(c)(3) nonprofit organization based in Mineola, N.Y. The foundation is coordinating an emergency relief response following the October 9, 2026 earthquake in Panama, which caused significant disruption and created urgent humanitarian needs for affected communities.

Media contact: 

Hector Carvalho, Executive Director, Carvalho Family Foundation

(516) 790-4407

unitedforpanama.cff@gmail.com 

Hector Carvalho is available for interviews in English and Spanish.

Photos and video for media use: https://drive.google.com/drive/folders/1FoLIzRiEZe_SHNgvEzK5R-Ym9Rx9tAbu

Watch José ‘Chema’ Caballero’s message: https://www.instagram.com/reel/DeaYfL8MzO_/  

 

Media Contact

Organization: Carvalho Family Foundation

Contact Person: Hector Carvalho

Website: https://www.carvalhofamilyfoundation.com/panama

Email: Send Email

Contact Number: +15167904407

Country: United States

Release id: 49917

View source version on King Newswire:
Yankees Jose Chema Caballero and Panamanians in the US Unite to Deliver Earthquake Aid to Panama

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Press Release

Pelican Coast Electric Offers Free Panel Evaluations to Owners of Older Orange County Homes

Published

5 minutes ago

on

October 15, 2026

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Newport Beach electrical contractor Pelican Coast Electric offers free on-site panel evaluations and written estimates to Orange County homeowners. More than half of the county’s housing units were built before 1980.

Newport Beach, California, United States, 15th Oct 2026 –  Pelican Coast Electric, a licensed electrical contractor in Newport Beach, offers free on-site electrical panel evaluations to homeowners across Orange County. The company focuses on older homes where the original panel is still in service, and every homeowner gets a written estimate before any work starts.

“Most people don’t know what’s in their panel until something goes wrong,” said Austin Torres, owner of Pelican Coast Electric. “We look at it, tell you what you have and tell you whether it needs work. If it doesn’t, we say so.”

What the evaluation covers

A Pelican Coast Electric electrician reads the panel label, checks the panel’s condition and confirms whether the service has room for new loads such as an EV charger or a heat pump. The homeowner leaves with a clear answer: keep the panel, upgrade it or replace it.

The company serves homeowners and businesses across Orange County and San Bernardino County from its office on West Coast Highway in Newport Beach. Its crews also install whole-home standby generators and EV chargers and provide 24/7 emergency electrical service.

Where older panels are most common

Much of Orange County’s housing is old enough to still have its original electrical panel. According to the Census Bureau’s 2024 American Community Survey, 651,037 of the county’s 1,146,169 housing units went up before 1980, and the median year built is 1977. The share runs higher in the cities that filled in first: 82% in Fountain Valley, 74% in Santa Ana, 69% in Huntington Beach and 68% in Costa Mesa. In Newport Beach it’s 55%.

Plenty of those original panels have been replaced during remodels and sales. The only way to know about a specific house is to read the label.

“Open the panel door and read the label,” Torres said. “If you’re not sure what it tells you, have someone look at it. I’d rather give somebody a straight answer than sell them a panel they don’t need.”

Pelican Coast Electric published a guide on how to identify your electrical panel brand for homeowners who want to check before calling anyone. For panels that do need to come out, the company’s Federal Pacific panel replacement service covers the new panel, the permit, the utility disconnect and the city inspection, with a free on-site evaluation and a written estimate before any work starts. When the brand is fine but the service is too small for an EV charger or a heat pump, the company does a standard electrical panel upgrade.

Pelican Coast Electric holds California contractor license #1133193 (C-10) and has a 5.0-star rating across more than 50 Google reviews. Homeowners can request an evaluation at pelicancoastelectric.com or by calling (949) 779-8189.

About Pelican Coast Electric

Pelican Coast Electric is a licensed and insured electrical contractor (CA License #1133193) based in Newport Beach, California. The company serves residential and commercial clients throughout Orange County and San Bernardino County. Services include electrical panel upgrades, whole-home standby generator installation, EV charger installation, smart home wiring, electrical repairs, and 24/7 emergency electrical service.

Media Contact

Organization: Pelican Coast Electric

Contact Person: Austin Torres

Website: https://pelicancoastelectric.com/

Email: Send Email

Contact Number: +19497798189

Address: 2901 West Coast Hwy suite 200

City: Newport Beach

State: California

Country: United States

Release id: 49511

View source version on King Newswire:
Pelican Coast Electric Offers Free Panel Evaluations to Owners of Older Orange County Homes

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