Tag: tech stocks

AI’s Biggest Safety Warning Just Became a Semiconductor Story
AI Industry • September 16, 2026

AI’s Biggest Safety Warning Just Became a Semiconductor Story

The artificial intelligence industry spent years convincing investors that the biggest constraint on AI was compute. On Monday, it introduced a much stranger possibility: what if the companies building the most advanced systems decide that they need less speed? That question hit the semiconductor market hard. The Philadelphia Semiconductor Index fell 5.9% on September 14, […]

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AI Safety Just Became a Market Variable.
AI Industry • September 14, 2026

AI Safety Just Became a Market Variable.

AI safety used to sit in a separate box from the AI investment thesis. One conversation was about alignment, misuse, regulation and existential risk. The other was about GPUs, cloud revenue, data centers and how many billions of dollars the hyperscalers could spend before somebody finally asked for a receipt. On September 14, those boxes […]

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The Dot-Com Bubble: Who Died, Who Won, and Could It Happen Again?
Finance • September 5, 2026

The Dot-Com Bubble: Who Died, Who Won, and Could It Happen Again?

The dot-com bubble is usually remembered as a story about stupidity. Investors throwing money at companies with no profits. Startups adding “.com” to their names. Twenty-somethings becoming paper millionaires. Pets.com spending heavily to sell pet food online. Venture capital chasing almost anything connected to the internet. Then, in 2000, gravity returned. But that version of […]

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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 Week Nvidia Delivered the Receipts and the Fed Raised the Difficulty
Market Pulse • August 30, 2026

The Week Nvidia Delivered the Receipts and the Fed Raised the Difficulty

Last week, the market demanded receipts. This week, it got them. Nvidia delivered another absurd quarter, Bitcoin pushed through $80,000, CrowdStrike reminded Wall Street that AI can create software revenue as well as GPU bills, and the major US indices managed to finish higher. For about five minutes, everything looked beautifully simple. Then Kevin Warsh […]

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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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The Week the Market Stopped Buying the Story
Market Pulse • August 24, 2026

The Week the Market Stopped Buying the Story

Last week, the market did not collapse. It did something more interesting. It began separating stories from evidence. The major US indices ended the week lower as rising long-term bond yields reminded investors that capital still has a price. The S&P 500 lost around 2%, the Dow fell roughly 3% and the Nasdaq declined about […]

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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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Nvidia Wants Wall Street to Finance the AI Multiverse
AI Industry • August 12, 2026

Nvidia Wants Wall Street to Finance the AI Multiverse

AI has spent the past few years looking like a software revolution powered by unusually expensive chips. That description is starting to feel obsolete. The next phase looks more like SimCity with investment bankers. Nvidia is working with Apollo, BlackRock’s Global Infrastructure Partners, Blackstone, Brookfield, Goldman Sachs and KKR on financing platforms designed to mobilize […]

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