It’s appropriate of course that Nvidia and AMD who have long competed with each other on chip share in local computer desktop and laptops, are now meeting each in the AI Cloud infrastructure market. I’ve had a lot of positive things to say about...

Today’s theme: ‘haste makes waste’ in the ‘super-sizing’ of AI data centers so far in this AI Tech Wave — and the bill is starting to come due. Three events today — Elon’s Memphis pushback, the repercussions rippling nationwide, and the...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🛢️: The S&P 500 fell 0.2%, the Dow dropped 0.6%, and the Nasdaq slipped less than 0.1%. Rising oil prices pushed Treasury yields higher, offsetting a modest recovery in battered AI stocks. AMD,...

Presented by Good evening, and happy Monday. The market closed lower, as the world came back from a massive Spain win to close out the World Cup. Sorry Messi fans. Oil prices climbed as bombing runs hit all sides of the Iran conflict. Three service...

OVERVIEW Crypto Has Entered Its “Don’t Make Eye Contact” Phase 👀 Here’s What’s Happening 👇️ Today’s top trending tickers: $XRP ( ▲ 3.24% ) , $ETH ( ▲ 1.52% ) , $MELANIA ( ▲ 3.03% ) , $DOG ( ▲ 0.24% ) , and $BNB ( ▲ 0.19% ) Click to enlarge. Click to...

Also Truth API, levered Lucid, semiannual earnings, gray market peptides and reinspection fees.

Sectors Why banks are leading. (trendlabs.com) Chip makers are sucking capital from the hyperscalers. (axios.com) AI We live in a world with multiple capable AI models. (stratechery.com) It’s possible to ‘poison’ open source models with...

Podcasts Barry Ritholtz talks with Jason Wenk, founder and CEO of Altruist. (ritholtz.com) Miriam Gottfried and Telis Demos talk with Brent Sullivan about tax-aware long-short strategies. (wsj.com) Daniel Crosby talks with Cullen Roche, author of...

I’ve outlined in recent days how companies like Moonshot AI out of China, with Alibaba, DeepSeek and others are more than doing their part innovating in AI models this AI Tech Wave. They’re accelerating this competitive efforts technically, and ramping...

Presented by The Weekend RipHappy Weekend! Oil and AI took turns wrecking the furniture, as war risk lifted crude and China’s cheaper Kimi K3 model challenged the premium embedded in America’s tech trade. Softer inflation and record bank trading...