The AI Race Is Leaving the Planet
SpaceX plans to put Nvidia's Vera Rubin platform in orbit in 2027, moving space data centers from theory toward deployment.
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.
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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.
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More PodcastsNvidia Sold the Market a New Story, and It Bought It. Here’s Why.
Nvidia's earnings reset the market's AI narrative. Here's the guidance behind the move and where the supply chain money flows next.
