markets
Yesterday, Nvidia reported one of the most impressive quarters in corporate history. Revenue of $68.13 billion — beating Wall Street by nearly $2 billion. Year-over-year earnings growth of 70%. A forecast of $78 billion for next quarter. The stock dropped 5.5%. Welcome to the new reality of AI investing.
markets
How Anthropic's COBOL announcement triggered IBM's worst day in 25 years — and what it means for solo founders Monday was a bloodbath for IBM. The stock dropped 13.2% — its worst single-day decline since October 2000. That's roughly $40 billion in market cap evaporated
AI
Wall Street's AI Nightmare Is Your Opportunity Yesterday, a 7,000-word research report from Citrini Research went viral and sent the S&P tumbling 1%. Uber, DoorDash, Mastercard, and American Express all dropped 4-6%. The report painted a dystopian picture: AI agents eliminating white-collar jobs, collapsing software
AI investment
The number is staggering: $650 billion. That's how much Alphabet, Amazon, Meta, and Microsoft are expected to collectively invest in AI infrastructure this year, according to a new analysis by Bridgewater Associates. To put this in perspective, that's roughly the entire GDP of Switzerland — being poured
AI
Hold onto your seats, tech enthusiasts, because Google Gemini 3.1 Pro isn't just another AI model—it's the harbinger of a reasoning revolution. In a world where generative models are churning out creative content at breakneck speed, Google's latest release stands out, not
AI Development
The Rise of Cursor: A New Era in Software Development Gone are the days when developers huddled around clunky Integrated Development Environments (IDEs) that demanded much from their CPUs and their patience. Cursor, a next-gen coding environment powered by artificial intelligence, is revolutionizing how we write, design, and manage code.
AI
Imagine backing a sprinting stallion while debate continues about whether such a fast pace should ever be reached. That's how tech founders now feel as Nvidia commits a staggering $30 billion investment in OpenAI, standing in contrast to Bernie Sanders' cautionary narrative in Congress. This juxtaposition paints
AI
Picture this: It's 2026. You're sipping your morning coffee while your AI assistant forecasts your company's market trends, manages your CRM, and even crafts a personalized marketing strategy—all before you take your first sip. The transition from multiple SaaS platforms to a unified