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 company’s revenue trajectory resembled a rocket launch, with sales doubling and even tripling on a year-over-year basis throughout 2024 and into early 2025. However, the latest figures suggest the era of eye-popping gains … [Read more...] about Nvidia’s Growth Surge Eases as Market Anticipates a New Normal
Briefing
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) to support NVIDIA’s Blackwell GPUs and advanced networking technologies — underscores a strategic bet that AI is no longer confined to hyperscalers and cloud titans, but is rapidly filtering into the … [Read more...] about Broadcom’s Bet on NVIDIA AI Integration Could Reshape Its Growth Narrative Ahead of Earnings
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 software—while ceding the limelight to flashier rivals. But UBS’s latest upgrade, which raised its price target on the stock from $290 to $345, marks a turning point. With shares hovering near … [Read more...] about Broadcom’s Quiet March Toward AI Supremacy
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 France’s latest political storm, it reads as an allegory for the nation’s financial and political path: a single bold line rising with conviction, breaking into angles, shifting direction, uncertain where it will finally lead. … [Read more...] about French Stocks Falter as Government Totters
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 shows that feel more like algorithmic noise than meaningful storytelling. Many of its original series leave audiences with the aftertaste of regurgitated, AI-generated content—formulaic characters, predictable arcs, and … [Read more...] about Netflix’s Hollow Empire: Premium Valuation, Mediocre Content