Why Nvidia’s $5 Billion Bet on Intel Could Only Happen Under Washington’s Shadow
The semiconductor industry is no stranger to strange bedfellows, but few scenarios would raise eyebrows more than Nvidia investing $5 billion into Intel. On the…
AMD Slides in Premarket as Intel Soars on $5 Billion Nvidia Investment
AMD shares tumbled around 5% in premarket trading after a dramatic shift in market sentiment that favored its longtime rival Intel. The catalyst was Nvidia’s…
Monday.com’s AI Push at Elevate 2025: Convincing the Market It’s Ahead in the Race
At Elevate 2025, monday.com tried hard to position itself as a front-runner in enterprise AI at a moment when many software companies are being overshadowed…
China’s War on U.S. AI Champions: Nvidia and Broadcom in the Crosshairs
The recent selloff in Nvidia and Broadcom stock is not just about interest rate jitters or valuation anxiety. It is, at its core, about China…
Warner Bros. Discovery Shares Soar on Paramount Skydance Takeover Speculation
Warner Bros. Discovery (WBD) has been at the center of Wall Street’s attention after its stock rocketed upward, gaining more than 30% in just a…
Trump’s Push to Scrap Quarterly Company Reports: Motives Beyond the Surface
Donald Trump’s proposal to end quarterly financial reporting for U.S. public companies is framed as a common-sense deregulation initiative. The official reasoning emphasizes cost savings,…
Dossier: Trump Administration and Nuclear Energy
The Trump administration has taken a highly proactive stance on nuclear energy, framing it as both an energy security priority and a tool of national…
CoreWeave SWOT Analysis
CoreWeave, once a small Ethereum mining collective, has quickly evolved into one of the most important players in the AI infrastructure ecosystem. Backed by Nvidia…
Why I Bought Nvidia and Not CoreWeave
When choosing where to allocate capital in the AI infrastructure super-cycle, the temptation to back a rising star like CoreWeave is undeniable. On the surface,…
Nvidia’s Antitrust Probe Is Really About TikTok
China’s decision to accuse Nvidia of violating anti-monopoly law after a preliminary probe may read like an arcane regulatory dispute, but the timing tells the…
AI Is Disrupting the Big Five of Consulting
For decades, the “Big Five” consulting giants—McKinsey, Boston Consulting Group, Bain & Company, Deloitte, and PwC—have enjoyed an unrivaled position as the ultimate advisors to…
Synopsys Stock Plunge: Anatomy of a 35% Collapse
The dramatic fall of Synopsys shares this week has stunned both technology investors and Wall Street analysts. Long regarded as one of the crown jewels…
GameStop Posts Surprise Profit, Strong Balance Sheet, and Rekindles Meme Stock Debate
GameStop (NYSE: GME) delivered a sharply improved second quarter that reignited debate over whether the company is finally turning a corner operationally or simply benefitting…
AeroVironment Delivers Record Q1 Revenue But AeroVironment’s Stock Story Rests on Execution
AeroVironment (NASDAQ: AVAV) opened its fiscal 2026 with headline-grabbing growth, reporting first quarter revenue of $454.7 million, a 140% surge year-over-year. The quarter was defined…
AI Stocks Rise While Job Reports Sour: The Uneasy Balance
The U.S. labor market and the stock market seem to be telling two very different stories. The latest jobs report showed weakness, with outright declines…
Oracle’s After-Hours Surge and the Signal It Sends Across the AI Sector
Oracle’s sudden spike of more than 20% in after-hours trading following its fiscal Q1 earnings wasn’t about a beat on revenues or EPS, both of…
The Cult of Musk and the $8.5 Trillion Mirage
Elon Musk has cultivated not just companies, but a mythology that now dominates the financial imagination. Tesla’s proposed $1 trillion pay package for him as…
Resetting AMD Exposure: A Tactical Rotation into AMUU
AMD’s recent 13% slide has shaken investor confidence, but sharp downturns often precede equally sharp recoveries in high-beta growth names. For those sitting on losses,…
China: When Invasive Species Come With the Cargo
From a high vantage over a pearl-gray bay, the scene feels both ordinary and momentous. A colossal blue container ship slides past like a moving…
OpenAI’s Bid to Challenge LinkedIn
OpenAI’s announcement that it is building a jobs platform to compete directly with LinkedIn is one of the most strategically disruptive moves the company has…
Tesla’s Trillion-Dollar Absurdity
Tesla’s board floating the idea of a compensation plan for Elon Musk worth up to $1 trillion is not bold innovation; it is corporate governance…
Broadcom’s AI-Fueled Quarter Signals Tailwinds for the Entire Sector
Broadcom’s third quarter results have all the hallmarks of a market-moving report, not only for the company itself but for the broader AI ecosystem. The…
Why the United States Still Has No High-Speed Trains
The United States lacks high-speed trains for a mix of political, economic, geographic, and cultural reasons that together make such projects unusually difficult compared to…
Americans Accused of Influence Operation in Greenland: A New Arctic Flashpoint
The arrest and exposure of several American citizens accused of running an influence operation in Greenland has reignited tensions between Copenhagen and Washington, while underscoring…