Briefing

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

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 few sessions. The surge was sparked by reports that Paramount Skydance, backed by the Ellison family, is preparing a takeover bid that could reshape the entertainment industry. Investors, analysts, and Hollywood insiders are now … [Read more...] about Warner Bros. Discovery Shares Soar on Paramount Skydance Takeover Speculation

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, reducing burdensome compliance requirements, and giving executives the freedom to focus on long-term strategy rather than short-term results. But behind this surface argument lies a set of … [Read more...] about Trump’s Push to Scrap Quarterly Company Reports: Motives Beyond the Surface

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 competitiveness. Its approach combines deregulation, ambitious expansion goals, and strong alignment with broader strategic themes such as AI-driven electricity demand, industrial dominance, and military resilience. The … [Read more...] about Dossier: Trump Administration and Nuclear Energy

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 and a roster of institutional investors, it has positioned itself as a specialist cloud provider tailored to GPU-intensive workloads. Below is a structured SWOT analysis of the company. Strengths CoreWeave’s … [Read more...] about CoreWeave SWOT Analysis