ai
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AI infrastructure stocks particularly in memory, photonics, and data centers took a big hit last week. Spooking investors who are thinking “is this the end?” Not even close. I see it as a classic “too much good news, too fast” after massive year-to-date gains in the sector. For example, sector leaders such as Micron Technology…
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As AI enters the battlefield in the conflict with Iran, the line between technological advancement and human safety has never been thinner. The recent and public collision between the White House and Anthropic has laid bare a massive contradiction in how we approach the future of technology. On one hand, the U.S. administration has moved…
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A New Model for Tech Financing Elon Musk’s xAI just secured $20 billion in funding, but the most interesting part of the deal isn’t the dollar amount. It is the unconventional way the deal was structured to satisfy both Silicon Valley and Wall Street. The funding round includes a massive lineup of strategic partners, including…