Briefing

For years, America’s tech giants operated under a legal firewall that protected them from a patchwork of state-level AI regulations. That firewall is now crumbling. In a surprising show of bipartisan cooperation, lawmakers in the House of Representatives passed an amendment striking down the federal ban that prevented U.S. states from enacting their own laws to regulate … [Read more...] about The End of AI’s Federal Shield: States Win the Right to Regulate Amid Bipartisan Momentum

Advanced Micro Devices (AMD) may have faced a brief pullback in share price this week, but the narrative behind the numbers reveals a company positioning itself for another strategic leap forward. Recent leaks suggest that AMD’s upcoming Zen 6 Ryzen processors will feature up to 24 cores—fewer than the 52-core consumer chips Intel is reportedly developing. However, the focus on … [Read more...] about AMD’s Ascent: High-Speed Innovation and the Future of AI Infrastructure

Circle Internet Financial has rapidly emerged as one of the most influential players in the digital asset economy, commanding the critical terrain where stablecoins, financial infrastructure, and macro-level monetary innovation converge. At the heart of Circle’s operations lies USDC, a fully-reserved, dollar-backed stablecoin that has become the de facto on-chain representation … [Read more...] about Circle Financial: A Stablecoin Titan with Boundless Upside

With market volatility always just one global headline away, any signal of near-term clarity tends to attract attention. JPMorgan has developed a proprietary model designed to anticipate market trends, and based on its current readings, U.S. equities are expected to remain resilient over the next six months. The model points to a statistically high likelihood that stock prices … [Read more...] about JPMorgan’s Six-Month Outlook: Why Their Model Sees Calm in the Markets

Among the most closely watched technology stocks of 2025, few names generate as much interest—and as wide a divergence in valuation—as Cloudflare, Nvidia, Broadcom, and AMD. Though each plays a role in powering the modern internet, from semiconductor design to cloud infrastructure, their price-to-sales (P/S) ratios reveal how differently investors value their growth potential … [Read more...] about Valuation Divide: Cloudflare, Nvidia, Broadcom, and AMD Through the Lens of Price-to-Sales