Briefing

Accenture’s latest earnings report for fiscal year 2025 illustrates the paradox at the heart of today’s consulting industry. On the surface, the numbers suggest a thriving company: annual revenues rose 7% to $69.7 billion, new bookings reached an impressive $80.6 billion, and free cash flow came in at $10.9 billion. Generative AI alone accounted for $5.9 billion in bookings, a … [Read more...] about Accenture’s AI Paradox: Growth in Bookings, Decline in Stock

The newly announced 10 gigawatt strategic partnership between NVIDIA and OpenAI marks a decisive turning point in the AI era. It is not simply another GPU supply contract—it is a structural alignment that ties NVIDIA to the single most ambitious AI infrastructure build-out in history. The scale of this deal forces investors to reassess how they value NVIDIA, not as a cyclical … [Read more...] about NVIDIA: From Chipmaker to AI Infrastructure Powerhouse

The announcement of a massive $100,000 fee on new H-1B visa applications has already rippled across global markets, but its most sensitive fault line runs straight through Nasdaq and the U.S. technology sector. For decades, the H-1B program has been a backbone of Silicon Valley’s labor force, enabling companies to fill gaps in advanced engineering, AI research, cybersecurity, … [Read more...] about H-1B Visa Uncertainty Casts a Shadow on Nasdaq Tech Stocks

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 surface, the idea defies corporate strategy. Nvidia is the reigning titan of AI compute, its GPUs powering everything from ChatGPT to global data centers. Intel, meanwhile, has struggled for years—lagging in process … [Read more...] about Why Nvidia’s $5 Billion Bet on Intel Could Only Happen Under Washington’s Shadow

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 announcement that it will invest $5 billion in Intel, a move that sent Intel stock surging more than 30% and rattled investors who had been betting on AMD as the more immediate beneficiary of the AI and data center … [Read more...] about AMD Slides in Premarket as Intel Soars on $5 Billion Nvidia Investment