Keywords AI, earnings season, Elon Musk, software trends, memory market, tech investments, Nvidia, Anthropic, OpenAI, market dynamics Summary In this episode of AI Ramblings, Michael Parekh discusses the latest trends in AI, focusing on the ongoing...

China Chinese EVs would clean up in the U.S. (theverge.com) China banned concealed door handles on EVs. (caranddriver.com) Why Chinese EVs won’t take over the world. (high-capacity.com) AVs Waymo raised $16 billion in capital to expand...

Google’s Quarter & Doubling AI Capex: Google brought in strong Q4 and year end results, relative to expectations. Annual revenues crossed $400 billion for the first time with over $132 billion in profits. And its AI capex for Google Cloud and...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday 🚀: The Dow hit a record 50,000 points as tech sectors jumped 4%, fueled by a massive recovery in Bitcoin to the $70k level. Despite Amazon shares cratering 9% over a staggering $200 billion AI spending...

CLOSING BELLOperation Big Bucks is a Go Happy dip-buying Friday! CAPEX spending is out of control but the markets came roaring back anyway, tech jumping a whopping 4% as a sector. After Bitcoin hit bottom at $60k, everyone started buying back, and not just...

OVERVIEW This Rally Feels Like When The Killer Lets You Run For A Bit Before The Third Act 🔪 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source:...

Strategy Vishal Khandewal, “Most investment mistakes aren’t failures of information. They’re failures of judgment” (safalniveshak.com) What makes for an ideal industry to invest in? (fortunefinancialadvisors.com) RIP, FCOJ. (axios.com)...

The biz Shane Greenstein and Brian Kenny talk with Ben Gilbert and David Rosenthal about how the Acquired podcast scaled over time. (hbr.org) Spotify ($SPOT) is partnering with Bookshop.org to sell physical books. (theverge.com) Bill Simmons talking his...

Google kept pace with its big tech peers, reporting a strong year-end quarter and annual results relative to expectations. And of course, guiding to AI capex investments to new highs for 2026 and beyond. Amongst many milestones, two stood out: annual...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 📉: The market suffered a widespread sell-off as skyrocketing January layoffs and a “capex black hole” in Big Tech spooked investors, sending every sector but utilities into the red....