CoreWeave’s Monolith AI Deal: What It Means for NVIDIA Shareholders
The CoreWeave–Monolith AI acquisition is not just a strategic step for CoreWeave, it’s also a subtle but important signal for NVIDIA shareholders. NVIDIA has a…
Anthropic, Deloitte, and the Normalization of AI in Corporate Workflows
Anthropic’s landmark deal with Deloitte isn’t just about one company signing a big contract. It’s a signpost of something larger: AI moving from pilot projects…
AMD’s Leap from Challenger to Established AI Power
For years, the narrative around artificial intelligence hardware has revolved around two familiar titans: Nvidia and Broadcom. Nvidia built its dominance by transforming the GPU…
Nvidia, Broadcom, and AMD: Mapping the Next Blue Oceans in the AI Super-Cycle
The AI super-cycle has thrust semiconductors into the center of global strategy, turning companies like Nvidia, Broadcom, and AMD into household names. All three compete…
European IPO Crown Goes to Stockholm
The golden crown in the foreground of this photograph gleams in the morning light, its polished surface catching the sun as if it had been…
Chinese Travel Equities Slip as Golden Week Data Disappoints
Chinese travel-related equities slid after the Ministry of Transport released its early Golden Week data, which Citi analysts described as weaker than expected. The first…
When Professions Meet Automation: A Map of Displacement, Adaptation, and Renewal
The central misunderstanding about “AI takes jobs” is that it treats an occupation as a single, indivisible block. Professions are bundles of tasks knit together…
Electronic Arts’ Historic Buyout Buzz Sparks Market Frenzy
Electronic Arts (EA) shares surged roughly 15% after The Wall Street Journal revealed that the video game giant is nearing an agreement to be taken…
Intel Surges on Apple Investment Speculation and Nvidia Partnership Momentum
Intel’s shares climbed sharply today, extending a rally that has been gathering steam over the past week, as investors digested reports of a potential investment…
Accenture’s AI Paradox: Growth in Bookings, Decline in Stock
Accenture’s latest earnings report for fiscal year 2025 illustrates the paradox at the heart of today’s consulting industry. On the surface, the numbers suggest a…
NVIDIA: From Chipmaker to AI Infrastructure Powerhouse
The newly announced 10 gigawatt strategic partnership between NVIDIA and OpenAI marks a decisive turning point in the AI era. It is not simply another…
H-1B Visa Uncertainty Casts a Shadow on Nasdaq Tech Stocks
The announcement of a massive $100,000 fee on new H-1B visa applications has already rippled across global markets, but its most sensitive fault line runs…
Why Nvidia’s $5 Billion Bet on Intel Could Only Happen Under Washington’s Shadow
The semiconductor industry is no stranger to strange bedfellows, but few scenarios would raise eyebrows more than Nvidia investing $5 billion into Intel. On the…
AMD Slides in Premarket as Intel Soars on $5 Billion Nvidia Investment
AMD shares tumbled around 5% in premarket trading after a dramatic shift in market sentiment that favored its longtime rival Intel. The catalyst was Nvidia’s…
Monday.com’s AI Push at Elevate 2025: Convincing the Market It’s Ahead in the Race
At Elevate 2025, monday.com tried hard to position itself as a front-runner in enterprise AI at a moment when many software companies are being overshadowed…
China’s War on U.S. AI Champions: Nvidia and Broadcom in the Crosshairs
The recent selloff in Nvidia and Broadcom stock is not just about interest rate jitters or valuation anxiety. It is, at its core, about China…
Warner Bros. Discovery Shares Soar on Paramount Skydance Takeover Speculation
Warner Bros. Discovery (WBD) has been at the center of Wall Street’s attention after its stock rocketed upward, gaining more than 30% in just a…
Trump’s Push to Scrap Quarterly Company Reports: Motives Beyond the Surface
Donald Trump’s proposal to end quarterly financial reporting for U.S. public companies is framed as a common-sense deregulation initiative. The official reasoning emphasizes cost savings,…
Dossier: Trump Administration and Nuclear Energy
The Trump administration has taken a highly proactive stance on nuclear energy, framing it as both an energy security priority and a tool of national…
CoreWeave SWOT Analysis
CoreWeave, once a small Ethereum mining collective, has quickly evolved into one of the most important players in the AI infrastructure ecosystem. Backed by Nvidia…
Why I Bought Nvidia and Not CoreWeave
When choosing where to allocate capital in the AI infrastructure super-cycle, the temptation to back a rising star like CoreWeave is undeniable. On the surface,…
Nvidia’s Antitrust Probe Is Really About TikTok
China’s decision to accuse Nvidia of violating anti-monopoly law after a preliminary probe may read like an arcane regulatory dispute, but the timing tells the…
AI Is Disrupting the Big Five of Consulting
For decades, the “Big Five” consulting giants—McKinsey, Boston Consulting Group, Bain & Company, Deloitte, and PwC—have enjoyed an unrivaled position as the ultimate advisors to…
Synopsys Stock Plunge: Anatomy of a 35% Collapse
The dramatic fall of Synopsys shares this week has stunned both technology investors and Wall Street analysts. Long regarded as one of the crown jewels…