AI
Nvidia Just Made Its GPUs Collateral, and Six Wall Street Firms Signed On for $500 Billion
Nvidia spent three years telling the market that AI compute was infrastructure. On Monday…
Author: Scott Allan
Author: <span>Scott Allan</span>
Analysis
Cathie Wood Sold $37.5 Million of Deere to Fund Nvidia and Broadcom Buys
ARK Invest’s largest transaction on Monday was not a purchase. Cathie Wood’s firm sold…
AI
Zuckerberg’s 6,500-Word AI Manifesto Is a Pricing Attack on OpenAI and Anthropic
Mark Zuckerberg spent 6,500 words on Monday arguing that the greatest danger in artificial…
Analysis
Coherent Fell 12% and Lumentum 7% as the AI Optics Policy Trade Unwound Into Earnings
On August 4, a report that the Federal Communications Commission was drafting an import…
Analysis
GameStop Told Its Own Noteholders They May Short the Stock That Prices Their Payout
Buried in the disclosure for GameStop’s $1.4 billion debt-for-equity swap is a sentence that…
AI
Brussels Wrote AI Rules a Year Ago and Only Just Got the Power to Enforce Them
For twelve months, the European Union had binding obligations on general-purpose AI models and…
Markets
Intel Gained 12.7% in a Week on a Customer List Nobody Will Confirm
Intel closed Friday at $101.65, up $11.45 on the week, a 12.7% run that…
Economy
Payrolls Fell 23,000 and the Rates Market Repriced a Fed That Refuses to Guide It
Nine days ago the market was positioned for a September rate hike. On Friday…
Business
Washington Will Pay RWE $1.22 Billion Not to Build 7 Gigawatts of Offshore Wind
The Interior Department agreed this week to pay RWE $1.22 billion to relinquish three…
AI
Anthropic Is Hiring Chip Designers at $485,000 to Stop Renting Its Margin From Nvidia
Anthropic confirmed this week that it is standing up an in-house custom silicon team…