IPO Calendar

Advanced Micro Devices closed Friday at $476.15, down 1.90%, and enters Tuesday’s second-quarter report as the single most consequential earnings event in semiconductors this week. The stock sits...

It is imperative that we do not listen to the fake news that anonymous short sellers propagate. The nasty short seller community has been spreading a rumor that Chinese AI will undercut American AI,...

The AI “bear case” isn’t one argument; it’s three. Burry on earnings. Bernstein on circular financing. MIT on revenue. Two are half right. One falls apart on the data. Michael...

Deutsche Bank Research Institute analyst Adrian Cox believes artificial intelligence may now be approaching its own version of that old format war.Takeaways Open-weight models are rapidly narrowing...

The growing scrutiny surrounding the AI trade does not mean technology stocks are on the verge of another dotcom-like meltdown, as in 2000-02, but instead it indicates the broader market is returning...

The Economics of AI Across Three Layers:• The hardware layer: generational transfer in free cash flow is underway• The hyperscalers: compute is becoming an asset class, not a sunk cost.• The labs: the...

Some ask whether or not big tech overspent. I ask by how much. The AI Spending War The Wall Street Journal asks Will Someone Finally Blink in the AI Spending War? Big tech reining in its AI spending...

Prediction markets leader Polymarket has a daily contract that bets on whether the S&P 500 opens higher the next trading day. Yesterday’s contract, as shown below, implied just a 30%...

Moonshot AI, a Chinese company, just released AI model Kimi K3. Kimi K3 is a 2.8 trillion-parameter open-source AI model that the company claims is the largest ever built. With Kimi K3, Moonshot AI...

Anyone who has hit the usage limit on an AI subscription knows the problem: intelligence may be digital, but it is not free. At enterprise scale, that limit becomes a question of profitability. If...