Briefing

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

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 by the wave of AI-native competitors. The company unveiled a broad set of AI-first features aimed not just at managing workflows but at executing them, signaling that it wants to be seen as more than just a productivity … [Read more...] about Monday.com’s AI Push at Elevate 2025: Convincing the Market It’s Ahead in the Race

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 escalating what looks increasingly like a deliberate war on U.S. AI champions. Over the past several days, Beijing has launched a series of targeted strikes that undermine the growth engines of these companies, sending a clear signal that … [Read more...] about China’s War on U.S. AI Champions: Nvidia and Broadcom in the Crosshairs