(GOOG), (MSFT), (AMZN), (META) Alphabet (GOOG) has decided it’s no longer content being just the internet’s infrastructure. Now it wants to be the nervous system of artificial intelligence. That’s a big leap even for a company that once turned digital advertising into a money-printing machine. Its latest gambit, “Gemini Robotics On-Device,” is a strategic shift […]
BEIJING, China – June 27, 2025 – In a resounding affirmation of its pioneering advancements in artificial intelligence, LexinFintech Holdings Ltd. (NASDAQ: LX) has been honored with the highly coveted “Best AI Technology for Financial Technology Company in China” award at The Asian Banker Awards 2025. The prestigious ceremony, held during The Future of Finance […]
(NVDA), (MSFT), (INTC) Drive through Nevada, and the signs scream innovation. “New Games! Bigger Wins!” But anyone who’s played knows the truth: it’s never about the game — it’s about the house. They win because they own the system. The chips, the floor, the air you breathe. That’s NVIDIA (NVDA) today. The market’s swooning over […]
(ORCL), (MSFT), (AMZN), (GOOG), (AMD), (NVDA), (PLTR) I got a call last week from my old buddy Marty, a grizzled tech investor who made a killing on semiconductors back in the Reagan years while I was chasing down yen moves for The Economist in Tokyo. He was practically shouting into the phone from his study […]
(NVDA), (AMD), (META), (MSFT), (ORCL), (MRVL), (MDTTF), (QCOM), (INTC) Everyone’s chasing Nvidia (NVDA) like it’s the last helicopter out of Saigon. Meanwhile, a quieter story is unfolding — one we’d be wise to pay attention to. While the crowd piles into Nvidia like it’s the only game in town, a few sharper players are quietly […]
For too long, comprehensive financial advice has been perceived as an exclusive luxury, reserved for the wealthy and the well-versed. However, a silent revolution is underway, driven by the pervasive power of Artificial Intelligence (AI). This transformative technology is not only democratizing access to financial planning but is also fundamentally altering its nature, making it […]
The healthcare industry, a sector historically characterized by its reactive “sick care” model, stands at the precipice of a profound transformation. Driving this impending revolution is Artificial Intelligence, a powerful force poised to redefine everything from diagnostics and drug discovery to patient engagement and the very economics of care. At the heart of this visionary […]
(META), (NFLX), (NKE), (SBUX), (GOOGL), (AMZN) Last month, while visiting my daughter at UC Berkeley, I watched her roommate launch a digital blitzkrieg for her grandma’s cookie business using nothing but an iPhone, a $50 budget, and AI tools that would’ve made Don Draper weep into his Old Fashioned. Within hours, AI had cranked out […]
In a monumental move that underscores the intensifying artificial intelligence arms race, Meta Platforms, under the leadership of CEO Mark Zuckerberg, is reportedly finalizing a nearly $14 billion investment in Scale AI. This colossal deal would grant Meta a significant 49% stake in the leading data labeling and annotation company. Adding to the strategic depth […]
(APLD), (CRWV), (DOCN), (EQIX), (DLR) My neighbor Steve called me Tuesday morning, practically hyperventilating through the phone. “John,” he says, “you gotta check out this Applied Digital thing. Some company nobody’s heard of just signed a seven billion dollar deal!” Seven billion. For a company that generated $53 million last quarter. Now, when someone gets […]
AI Hardware Specialist Climbs to No. 292 on Fortune 500 List, Marking Unprecedented Corporate Ascent Super Micro Computer Inc. (NASDAQ: SMCI) has achieved a remarkable milestone by becoming the fastest-rising company on the 2024 Fortune 500 list, advancing an unprecedented 206 positions to claim the No. 292 spot. This extraordinary leap represents one of the […]
(AMD), (NVDA), (MSFT) Only in tech investing can “not being NVIDIA” be considered a character flaw. Last month, I was at yet another tech conference — you know the type, where VCs sip overpriced lattes and argue loudly about things they only half understand. One particularly confident investor declared, with a smirk, that “betting on […]
(TEM), (PFE), (AZN), (VSTM), (GOOGL), (MSFT), (AMZN) Three years ago, I was in an oncologist’s waiting room watching one of my closest friends flip through another pastel-colored pamphlet on treatment options. We were waiting for test results that would determine his next six months. It felt like we’d time-traveled back to the 1990s: endless waiting, […]
(META), (GOOGL), (MSFT), (ADBE) I’m sitting in my kitchen at 6:47 AM, watching some overly caffeinated CEO on CNBC promise that his company’s latest AI breakthrough will “fundamentally transform human productivity forever.” You know the drill — same hype, different haircut. But then the chyron flashed a number that made me nearly choke on my […]
The corporate landscape is on the cusp of a profound transformation, one where the traditional office dynamic will be reshaped by intelligent machines. This isn’t a distant dystopian vision, but a near-term reality, according to Marco Argenti, Chief Information Officer at investment banking giant Goldman Sachs. In a striking declaration that has sent ripples across […]
Abu Dhabi, UAE & Washington D.C. – In a move poised to reshape the global artificial intelligence landscape, OpenAI, the pioneering research and deployment company behind ChatGPT, is slated to become a key anchor tenant in a colossal 5-gigawatt (GW) data center campus in Abu Dhabi. This ambitious undertaking, part of a landmark US-UAE strategic […]
(MU), (NVDA), Did you know that a single advanced AI model training run devours more memory than 10,000 high-end smartphones combined? While Wall Street is obsessing over NVIDIA’s (NVDA) chips, they’re completely ignoring the memory manufacturers supplying the digital equivalent of rocket fuel that makes these silicon beasts actually work. I was slapped in the […]
(SMCI), (NVDA), (AMD), (QCOM), (INTC), (HPE), (DELL), (LNVGY), (MSFT), (GOOGL), (AMZN) Last week, I was scrolling through earnings reports in my hotel room after a long day at an AI investment conference in Austin when Super Micro Computer (SMCI) caught my eye. Then yesterday, the breaking news hit my inbox – SMCI had just announced […]
The global artificial intelligence landscape is experiencing a significant recalibration as heavyweight tech players, led by chip making giant Nvidia, see their valuations climb on the back of substantial deals with Saudi Arabia. These agreements, part of the Kingdom’s ambitious Vision 2030 to diversify its economy and become a leading AI hub, are stoking investor […]
(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. […]