AI Layoffs Are Here. And the Market Is Keeping Score.
Block just cut 40% of its workforce because AI could do the work cheaper. Investors rewarded them for it. Here's what's driving this shift and what it means for where the smart money is moving next.
Drone stocks are ripping.
$SWMR IPO'd and rallied 700%. That level of first-day demand signals something bigger than typical new-issue enthusiasm.
Con...
In past tech waves, hardware bottlenecks forced software to optimize. Or software bottlenecks forced hardware to carry the load.
The AI wave is differ...
$TDY started full production of radiation-hardened memory chips built for AI-enabled satellites.
Two mega-trends we're very bullish on -- space infras...