AI’s Investment Super-Cycle Is Only Beginning
Nvidia’s latest earnings did little to silence market jitters, but CEO Jensen Huang’s vision stretches far beyond a single quarter. His forecast that AI infrastructure…
Nvidia Earnings: Investor Jitters but AI Growth Story Remains Intact
Nvidia’s latest quarterly report arrived with all the spectacle that markets have come to expect from the company powering much of today’s artificial intelligence revolution.…
Nvidia’s Growth Surge Eases as Market Anticipates a New Normal
For much of the past two years, Nvidia’s financial story has been one of exponential growth fueled by insatiable demand for artificial intelligence chips. The…
Broadcom’s Bet on NVIDIA AI Integration Could Reshape Its Growth Narrative Ahead of Earnings
Broadcom Inc. (NASDAQ: AVGO) is quietly positioning itself at the epicenter of enterprise AI adoption. The company’s latest announcement — expanding VMware Cloud Foundation (VCF)…
Broadcom’s Quiet March Toward AI Supremacy
Broadcom has long been seen as a workhorse in the semiconductor industry, quietly building the plumbing of the digital economy—networking chips, connectivity solutions, and infrastructure…
French Stocks Falter as Government Totters
The exposed diagonal tube running across the Centre Pompidou in Paris is more than just an eccentric detail of modernist architecture. In the midst of…
Netflix’s Hollow Empire: Premium Valuation, Mediocre Content
Netflix’s reputation as the pioneer of streaming has begun to ring hollow. Once a synonym for cultural dominance, the company now floods its platform with…
Markets Hold Their Breath for Nvidia’s Earnings
The stock market is once again at an inflection point, with Nvidia’s earnings looming as the event that could determine whether sentiment breaks higher or…
Tesla’s Inflated Value and the Mirage of Future Revenues
Tesla today sits atop a valuation mountain that is breathtaking to behold but troubling to rationalize. At roughly $346 a share and a market capitalization…
When Sanders and Trump Agree, the Intel Deal Is Rotten
The U.S. government’s decision to take a 9.9% equity stake in Intel is being hailed as a victory from both extremes of the political spectrum.…
The Intel–Trump Deal: A Subsidy Disguised as Ownership
The announcement that the U.S. government has converted nearly $9 billion in CHIPS Act and Secure Enclave grants into a 9.9% equity stake in Intel…
How Trump’s Tariffs Pushed India Toward Russia’s Camp
When President Trump announced steep tariffs on India in the summer of 2025, the move was framed as a show of strength meant to force…
Why Trump’s Posturing Won’t Bring Manufacturing Back to America
Donald Trump’s renewed promises to restore American manufacturing sound grand on the campaign trail, but they rest on hollow ground. The rhetoric of tariffs, subsidies,…
Trump’s War on Renewable Energy Is Petty Politics Masquerading as Policy
Donald Trump’s latest declaration amounts to nothing less than a deliberate war on renewable energy. By framing clean energy development as an enemy of his…
Nvidia’s H20 Debacle: A Stinky Entanglement in Trump’s Semiconductor Games and Beijing Politics
What was Nvidia thinking? By agreeing to the 15% profit-sharing scheme demanded by Washington, the company shackled itself to an arrangement that reeked from the…
Trump’s Hypocrisy on Full Display in Bond Deals and Mortgage Probes
President Donald Trump’s latest actions underscore a glaring double standard in the way he wields power over financial institutions and public officials. While news broke…
Transatlantic Trade Deal Lifts Uncertainty, Sets Stage for Sectoral Gains on Wall Street
The newly announced U.S.–EU trade agreement is a landmark recalibration of transatlantic commerce, with direct consequences for equities across the American market. By codifying tariffs…
Jackson Hole Opens Under Clouds of Uncertainty
The world’s eyes are once again on the mountains of Wyoming as the Jackson Hole Economic Policy Symposium opens its doors for the 48th time.…
When the Fed Cuts Rates at Market Highs: Lessons From History
When the Federal Reserve lowers interest rates while the stock market sits at record highs, investors face a paradox. Rate cuts are usually a response…
The Era of Perpetual Undersupply: Why AI Infrastructure Is Entering a Supercycle
When OpenAI CFO Sarah Friar admitted that the company is “constantly under compute,” even after logging its first $1 billion revenue month in July, it…
The Insatiable Appetite for AI Infrastructure
The story of OpenAI crossing the $1 billion revenue mark in a single month is remarkable on its own, but it tells only half the…
AMD’s Zen 7 Leaks Could Signal a Bigger Win Than the Market Thinks
AMD shares slipped slightly this week after fresh leaks hinted at details surrounding the company’s upcoming Zen 7 processors. At first glance, the cautious response…
Palantir’s AI Momentum Meets Short-Seller Reality Check
Palantir Technologies (PLTR) has been one of the hottest names in the AI rally of 2025, riding a wave of enthusiasm that pushed the stock…
Fed Minutes Land Today: Why Investors Are on Edge
The Federal Reserve is set to release the minutes from its July 29–30 FOMC meeting today at 2:00 p.m. Eastern time. These documents are always…