Nvidia Took Claude From 30% to 100% – Without Building a Better Model
Nvidia took Claude from 30% to 100% on a tough AI test, showing why memory, tools, and orchestration may drive the next agent boom.
The Next AI Winners Won’t All Look Like Nvidia
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
The 161-Year-Old Warning Hiding in the Tech Selloff
AI token prices look flat to falling — but compute costs are up 27% and usage has gone vertical. Here's why this week's AI selloff is sentiment, not fundamentals.
The First Crack in the Ice: Why Crypto Winter May Finally Be Thawing
Bitcoin just reclaimed its 200-day moving average after 9 months below it — a rare setup that's preceded major cycle lows before. Here's the evidence, the risks, and what to watch next.
The Reason China Targeted MP Materials Might Shock You
China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
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More PodcastsThe Best AI Stocks to Buy Now, Plus We Rank Our Top 4 Neoclouds
Luke Lango ranks AST SpaceMobile vs. SpaceX, breaks down why Corning's bounce is not finished, ranks the top neocloud stocks, and explains why Qualcomm is a sleeping dragon in physical AI.
