What This Stodgy Chipmaker’s Surge Says About the AI Boom
This odd situation is a clear indication that the market is realizing that AI infrastructure demand is spreading across...
Nick Rokke
Senior Analyst
Latest from Nick Rokke - Page 2
What’s Happening with Private Credit?
Panic is spreading through the private credit market… we’re staying focused.
NVIDIA’s Extraterrestrial Announcement
If NVIDIA hits the scale Jensen Huang is signaling, we’re no longer talking about incremental growth in data center...
The Iran Oil Shock: Why Market Fear May Be Setting Up the Next Rally
Over the past week, the conflict with Iran has escalated dramatically. And the most critical chokepoint in the global...
Earnings Reveal the Real Strength Behind the AI Economy
Earnings season is in full swing…
The Great Reindustrialization: How AI Is Rebuilding America
Up until now, AI developers have been able to squeeze their workloads into existing infrastructure. That era is over.
OpenAI’s $115 Billion Cash Burn Is Just the Beginning
OpenAI’s $115 billion cash burn isn’t just an OpenAI story…
