The stock market, long a domain of human intuition, economic analysis, and the occasional gut feeling, is on the cusp of a profound transformation. Artificial intelligence (AI) is no longer a futuristic concept confined to science fiction; it is rapidly infiltrating the core mechanisms of trading, promising unprecedented speed, efficiency, and analytical power. As AI-driven
In today's rapidly evolving economic landscape, finance chiefs are under constant pressure to optimize spending, enhance efficiency, and drive profitability. A powerful weapon in their arsenal is digitalization, the integration of digital technologies into all areas of a business, fundamentally changing how it operates and delivers value. This transformation is no longer a futuristic concept
(CRWV), (MSFT) My old college roommate owes me. Big time. "It'll be fun," he promised, arm around my shoulder at our reunion. "Just judge one high school investment competition. They're brilliant kids!" Twenty years of friendship, and this is how he repays me for helping him land his first bulge-bracket banking gig? Sitting through PowerPoint
The landscape of artificial intelligence has been irrevocably altered. OpenAI's unveiling of GPT-4o marks a paradigm shift, propelling us into an era where AI seamlessly integrates with our senses, understanding and responding to the world in ways that mimic human cognition. This "omni" model, as the "o" suggests, transcends the limitations of its predecessors, forging
“Stock prices have reached what looks like a permanently high plateau,” said economist Irving Fisher….just before the 1929 stock market crash.
The reverberations through Wall Street were palpable as the first quarter of 2025 drew to a close. The Nasdaq 100, the bellwether index for the technology sector, had just concluded its most turbulent period in nearly three years, a dramatic downturn fueled by a confluence of economic anxieties and, most notably, escalating fears of an
(INOD), (NVDA), (IBM) A few months ago, I found myself trading shots of sake with the CTO of Japan's largest AI firm at 2 AM in a Tokyo back-alley izakaya – the kind of place where salarymen go to forget debugging nightmares. After his fourth drink, he leaned in conspiratorially. "You know what's funny?" he
Washington D.C. - A seismic shift is underway in the landscape of financial regulation, as burgeoning calls for the deregulation of artificial intelligence (AI) within the sector gain momentum. While proponents tout the potential for innovation and efficiency, a growing chorus of experts warns that unchecked AI deployment could unleash unprecedented volatility and systemic risk
(NVDA), (AAPL), (NFLX), (AMD), (IBM), (AMZN), (GOOGL), (META) I was sipping an overpriced airport cappuccino when Jensen Huang strutted onto the GTC 2025 stage. My seatmate didn't recognize him, but I'd been at a private dinner with one of Nvidia's VPs the night before. After 40 years covering tech from Tokyo to Wall Street, you
(MRVL), (MSFT), (NVDA), (META), (AVGO) Back in 1981, when I was tramping through the backcountry of Japan researching semiconductor factories, a wise old engineer told me something I've never forgotten: "Young man, in technology, the custom always beats the commodity." Four decades later, watching Marvell Technology's (MRVL) strategic pivot to custom AI silicon, that weathered