Category: Big Tech

How Big Tech Became Too Big to Regulate and What It Means for Your Money
Big Tech • September 27, 2026

How Big Tech Became Too Big to Regulate and What It Means for Your Money

In Blade Runner, Eldon Tyrell does not spend much time worrying about governments. His corporation manufactures the artificial workers on which an entire off-world economy depends. Tyrell does not operate within the system so much as occupy one of the layers holding it together. We used to watch that and think: dystopian science fiction. We […]

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Oklo Explained: How Its Advanced Nuclear Business Model Works
Big Tech • September 15, 2026

Oklo Explained: How Its Advanced Nuclear Business Model Works

Oklo is usually described as an advanced nuclear reactor developer. That description misses the part of the company that most directly determines whether its economics can work: Oklo intends to own the plants it builds and sell the electricity itself. That is a meaningful departure from the familiar nuclear model in which a reactor vendor […]

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AI Isn’t Killing Software. It’s Creating a Cybersecurity Gold Rush
AI Industry • September 3, 2026

AI Isn’t Killing Software. It’s Creating a Cybersecurity Gold Rush

Artificial intelligence has spent the past few years eating budgets. GPUs, data centers, networking equipment and power infrastructure have absorbed billions as companies race to build and deploy increasingly capable models. But there is another side to the AI trade that receives considerably less attention: the more AI companies deploy, the more they have to […]

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“The AI Offender Is Here”: Cybersecurity’s Next Arms Race Has Already Started
AI • August 28, 2026

“The AI Offender Is Here”: Cybersecurity’s Next Arms Race Has Already Started

George Kurtz has a blunt message about the next phase of cybersecurity: “the AI offender is here.” The CrowdStrike CEO’s warning lands at an unusually important moment for both the security industry and Wall Street. After reporting its fiscal second-quarter 2027 results, CrowdStrike shares jumped 20.5% in the following trading session. Cybersecurity-focused funds rallied too, […]

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Nvidia Earnings Are Becoming AI’s Quarterly Season Finale
AI Industry • August 17, 2026

Nvidia Earnings Are Becoming AI’s Quarterly Season Finale

Every three months, Wall Street gets its own version of a prestige-TV season finale. The theories pile up. Expectations become absurdly specific. Everyone has a prediction. And then, for a few hours, one company is expected to explain where the entire artificial intelligence story goes next. That company is Nvidia. On August 26, Nvidia is […]

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Could Palantir become the Weyland-Yutani of real life and should investors be worried?
AI • August 7, 2026

Could Palantir become the Weyland-Yutani of real life and should investors be worried?

Palantir is having another blockbuster year, but the company’s growing influence is also reviving an old science-fiction comparison: is it becoming the closest thing the real world has to Weyland-Yutani, the ruthless corporation from the Alien franchise? While the comparison is obviously fictional, it reflects a broader debate around the company’s expanding role in AI, […]

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SpaceX Is Sliding: Should Private Market Investors Actually Panic?
Big Tech • August 6, 2026

SpaceX Is Sliding: Should Private Market Investors Actually Panic?

SpaceX has spent years looking less like a conventional aerospace company and more like a financial cheat code. Its private valuation climbed through successive funding rounds, access to its shares became a trophy for investors, and its blockbuster June 2026 IPO appeared to confirm the mythology. Then gravity returned. Following SpaceX’s first quarterly report as […]

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Palantir Just Broke Wall Street’s AI Playbook Again
AI Industry • August 5, 2026

Palantir Just Broke Wall Street’s AI Playbook Again

The market loves surprises and punishes disappointment. But in the AI trade, those words no longer mean what they used to. Palantir proved it after publishing second-quarter results that sent its shares up roughly 29% in a single session. The company did not simply clear Wall Street’s forecasts. It delivered growth strong enough to make […]

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