(AMD), (INTC), (NVDA) You know you're getting old when you can remember Advanced Micro Devices (AMD) back when they were the scrappy underdog making Intel-compatible chips in Austin, Texas. Back in my early trading days in the '80s, I watched AMD engineers reverse-engineer Intel's (INTC) latest processors with the dedication of medieval monks copying manuscripts.
Deepseek, a Chinese artificial intelligence (AI) company, has recently made headlines with its innovative AI model. The company claims that its model is more efficient and less expensive to train than its competitors. This has sent shockwaves through the stock market, with investors reacting to the potential implications of Deepseek's technology. In this article, we
(SONY), (MSFT), (NVDA), (GOOGL), (AMZN), (TSM), (IBM), (AMD), (BIDU), (TM), (NTDOY), (INTC), (LLNXF) During my years covering the Japanese financial markets in the 1970s, I witnessed firsthand how technological breakthroughs could reshape entire economies. Back then, it was the revolution in consumer electronics that turned companies like Sony (SONY) from small radio makers into global
(PLTR), (AMZN), (MSFT), (GOOG) Last weekend, I watched my daughter absolutely demolish me in a game of Go on her smartphone. As I nursed my wounded pride with a cup of coffee, I couldn't help but smile - not because I lost, but because I remembered something remarkable that happened in 2016 that changed everything
(AVGO), (GOOG), (META), (AMZN), (NVDA), (TSM) Last weekend, while cleaning up my home office, I came across an old Intel 486 processor I'd kept as a memento from my first custom-built PC. Funny how things change - that chip had about 1.2 million transistors. Today's AI accelerator chips? We're talking billions. This old relic got
The insurance industry is undergoing a seismic shift as artificial intelligence (AI) transforms the way insurers assess and manage risks associated with properties, particularly those vulnerable to natural disasters, climate change, and other hazards. From predictive analytics to real-time monitoring, AI is enabling insurers to make faster, more accurate, and data-driven decisions, helping them navigate
(NVDA), (MSFT), (GOOG), (AMZN), (META), (AAPL) Back in 1976, during one of my assignments, a senior Chinese economist offered me a cup of tea and shared something Deng Xiaoping had once told them—words I’ve never forgotten: "It doesn't matter if the cat is black or white, as long as it catches mice." I found myself
“When asked how he manages the time to be chairman of Microsoft, run the world’s largest charity, and raise three kids, Bill Gates answered, “I don’t mow the lawn.”
(SFTBY), (ORCL), (NVDA), (CEG), (NEE), (MSFT), (VST), (TSM), (AVGO), (GOOG) At 5 AM, my phone lit up with texts from three hedge fund managers I know, all asking the same thing: "Is this Stargate thing for real?" Honestly, I wasn’t even surprised. The messages rolled in just a day after Trump unveiled what could be
From Siri's simple voice commands to sophisticated AI capable of managing our lives, the evolution of personal assistants is accelerating at an unprecedented pace. But where are we headed, and what does this mean for our future? Just a decade ago, the idea of having a personal AI assistant felt like science fiction. Today, millions