Nick Rokke
Senior Analyst
Latest from Nick Rokke - Page 3
Earnings Season Update: The Untold Winners of the AI Spending Wave
As well as a quick update on earnings season, I want to share one overlooked segment of the AI...
The Fed’s Pivot Point Just Arrived
Only now are we learning just how weak the labor market really is. And the odds of a Fed...
How the Dollar Is Conquering Without Force
While the world watches for signs of dollar weakness, we see a much more powerful shift quietly unfolding…
The Biggest Winner in the One Big Beautiful Bill Act
The OBBBA is 330 pages of dense legal and tax code. But beneath the jargon lies a single, powerful...
Did CoreWeave Acquire a Gold Mine?
CoreWeave just announced a $9 billion all-stock deal to acquire Core Scientific…
Softbank Leans In
Softbank’s Masayoshi Son has quietly shaped more of the modern tech world than most people realize…
Oracle’s AI Bet Is Paying Off – and It’s Just Getting Started
Wall Street is waking up to the fact that this company has been wildly mispriced…
