Briefing

Cloudflare shares leapt roughly 13% in a single session, and the move made sense once you look past the chart and into the mechanics of what actually happened. The trigger was a viral AI agent called Clawdbot, also known in some circles as Moltbot, which spread rapidly across GitHub, X, and developer forums because it showed something rare: an autonomous AI agent that doesn’t … [Read more...] about Cloudflare’s 13% Jump Was About Virality, Timing, and a Perfect AI Fit

Broadcom’s recent warning about shrinking gross margins landed like a small sentence with big consequences, the kind that analysts read twice and long-term investors quietly underline. The company is not struggling to sell chips; it is selling more than ever, and especially into the hottest part of the market: AI infrastructure. The problem, paradoxically, is that the mix of … [Read more...] about When AI Growth Starts Eating the Margins: Why Broadcom’s Warning Matters More Than the Stock Drop

Intel’s fourth-quarter and full-year 2025 results read like a company that has stopped the bleeding but still hasn’t found its stride, and the numbers quietly confirm that impression. Revenue of $13.7 billion in Q4, down 4% year over year, capped a flat full year at $52.9 billion, which might sound like resilience until you remember how much restructuring, cost cutting, and … [Read more...] about Intel Q4 2025: Stabilization Without Momentum, AI Narrative Doing the Heavy Lifting

Greenland is already fading, and everyone knows it, even if no one has quite said it out loud yet. The announcement had all the familiar ingredients: dramatic tone, oversized geopolitical framing, and the implication that only Trump could see what others were too weak or too blind to grasp. For a moment it worked, the headlines rolled, social media hummed, and pundits argued … [Read more...] about PR Bubbles and Forgotten Deals: Why Greenland Will Join Trump’s Archive of Vanishing Announcements

Nvidia’s decision to pour $150 million into Baseten looks, at first glance, like just another late-stage AI infrastructure deal. But read it more carefully and the move feels less like a financial investment and more like a positioning maneuver, the kind companies make when they sense the ground shifting under their feet. Training large models made Nvidia the undisputed king of … [Read more...] about Nvidia’s $150 Million Bet on Baseten Is About Control, Not Just Compute