(MSFT), (GOOGL) You know what's more complicated than explaining blockchain to your grandmother? Keeping up with OpenAI's corporate structure. Just when I thought I had a handle on their business model (scribbled on the back of a cocktail napkin during a particularly illuminating earnings call), Sam Altman and his crew decided to reshuffle the deck.
Tech giant Alphabet (NASDAQ: GOOGL) witnessed a tumultuous day in the markets, with its shares plunging by as much as 8% after damning statements from Apple’s Senior Vice President of Services, Eddy Cue, who suggested that Artificial Intelligence is poised to supplant traditional search engines. Cue’s testimony, delivered during Google's ongoing antitrust trial, sent immediate
For generations, securing a loan, particularly a mortgage, has been synonymous with lengthy delays, mountains of paperwork, and nerve-wracking uncertainty. Borrowers traditionally faced weeks, sometimes even months, navigating a complex process involving manual data entry, extensive document checks, and subjective underwriting decisions. But this cumbersome reality is rapidly fading as Artificial Intelligence (AI) injects unprecedented
The marketing landscape is undergoing a seismic shift, driven not by catchy slogans or flashy campaigns alone, but by the silent, powerful force of Artificial Intelligence (AI). Once a futuristic buzzword, AI has firmly established itself as an indispensable tool, transforming how businesses understand, engage, and convert customers. From hyper-personalized experiences to automated content creation
(CRM) I've seen enough tech bubbles pop to know that when the air starts hissing out, most investors hit the exits faster than a cat at a dog park. But that's often when the real fortunes get made — hidden behind a wall of boring fundamentals and (gasp!) actual profitability. Welcome to the curious case
(GLW), (LUMN), (T) While cruising down Highway 1 last weekend, I received a call from an old friend who runs one of America's largest data centers. He sounded unusually animated, almost giddy. "John, you wouldn't believe what's happening with our fiber requirements," he said, nearly shouting over the roar of his Tesla. "We're ordering three
The relationship between global trade policies and the technology sector is becoming increasingly intertwined. With tariffs on essential materials like steel and aluminum recently being implemented or proposed, the ripple effects extend far beyond construction and manufacturing. One area significantly impacted is the data center industry, which forms the backbone of the AI revolution. This
The legal system, a cornerstone of societal order, is on the cusp of a profound transformation. Artificial intelligence (AI), with its rapidly advancing capabilities in data analysis, natural language processing, and pattern recognition, is poised to permeate nearly every aspect of how laws are made, interpreted, and enforced. While the full extent of this influence
(NBIS), (AMZN), (GOOG) You know who isn’t spending $5/hour to run an H100? A company you’ve probably never heard of called Nebius Group (NBIS). While everyone else is throwing money at GPUs like it’s 2021 all over again, Nebius is quietly running sub-$0.03 racks at 90%+ utilization. I’ve toured their facilities. I’ve double-checked the numbers.
(NVDA), (MSFT), (GOOG),(AMZN) You know what's crazy? A company that burns $5 billion a year in computing costs getting valued at $300 billion. Yet here we are. OpenAI just closed a monster funding round, raising up to $40 billion from investors including SoftBank Group at a staggering $300 billion valuation. That's nearly double what the
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
(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
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
(TEM), (ILMN) Last weekend, my daughter, the computer science whiz studying at UC, called me with a question about healthcare AI companies for her investment project. "Dad, my professor says these healthcare AI stocks are just cash incinerators with no path to profitability," she explained. "Should I avoid the whole sector?" I was cutting vegetables
Oracle Financial Services Supercharges Investigation Hub with AI Agents, Revolutionizing Financial Crime Detection In a significant leap forward for financial crime prevention, Oracle Financial Services has unveiled a major enhancement to its Investigation Hub Cloud Service, integrating a powerful suite of artificial intelligence (AI) agents and agentic workflows. This advancement promises to dramatically accelerate and