Tag: AI investing

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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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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Michael Burry Is Shorting the AI Party Again
AI Industry • August 15, 2026

Michael Burry Is Shorting the AI Party Again

Michael Burry has walked back into the AI trade, and once again he is entering through the emergency exit. The investor made famous beyond Wall Street by The Big Short has been building and reinforcing bearish positions around some of the biggest beneficiaries of the artificial intelligence infrastructure boom. His targets have included Nebius, Micron, […]

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The AI Gold Rush Just Hit Its Empire Strikes Back Moment
AI Industry • July 28, 2026

The AI Gold Rush Just Hit Its Empire Strikes Back Moment

AI stocks have spent the past three years behaving like an unstoppable force. Every earnings season seemed to validate the same narrative: bigger AI models required bigger data centers, bigger GPU orders, and even bigger market capitalizations. Nvidia became the poster child of the AI revolution, while companies across the semiconductor industry enjoyed one of […]

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The Invisible Empire That Owns More Than You Think
Finance • July 21, 2026

The Invisible Empire That Owns More Than You Think

The Iron Throne has kings everyone can see. Game of Thrones taught us that the people pulling the strings often sit somewhere else. Frank Herbert’s Dune imagined the Spacing Guild quietly controlling the entire Imperium without ever wearing the crown. Modern capitalism has its own version of that story. Three investment firms—BlackRock, Vanguard and State […]

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AI Hackers Are Spawning, and Cybersecurity Stocks Found Their Shield
AI • July 1, 2026

AI Hackers Are Spawning, and Cybersecurity Stocks Found Their Shield

AI used to look like a productivity story. Faster coding. Better search. Slicker chatbots. A thousand pitch decks promising fewer meetings, smarter copilots, and maybe a slightly less cursed inbox. That version of AI is still real. But it is not the whole monster. The darker version is more Cyberpunk 2077 than office automation: automated […]

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The AI Talent War Is Big Tech’s New Endgame
AI Industry • June 23, 2026

The AI Talent War Is Big Tech’s New Endgame

The AI market is starting to look less like a clean technology race and more like the third act of Avengers: Endgame: alliances are shifting, old heroes are moving to rival teams, and everyone is trying to figure out who still has the stones. For the past two years, Wall Street’s AI story was almost […]

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Broadcom Is the Hidden AI Hardware Boss Behind AVGO
AI Industry • June 7, 2026

Broadcom Is the Hidden AI Hardware Boss Behind AVGO

Everyone is watching NVIDIA’s GPUs and Micron’s high-bandwidth memory. Fair enough: those are the shiny weapons in the AI arms race. But inside the data center, raw compute is only half the fight. The harder problem is moving oceans of data between thousands of accelerators without turning the whole system into a very expensive traffic […]

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