Was Trump right? Earnings are useless and unnecessary.

We’re in the midst of an earnings EXTRAVAGANZA! (As Nick likes to put it). SpaceX, Amazon, AMD, Big Oil, Big Tech, big profits, big earnings, big…

Prepare for the anti-AI bubble

Financial markets seem to offer nothing more than a running series of bubbles to invest in. So, what will the next one be, now that the AI bubble has popped?

SK hynix and Sandisk had a party but Nvidia wasn’t invited

SK hynix and SanDisk have unveiled a breakthrough storage standard that could move data more than 400 times faster than today's SSDs. It may prove to be one of the biggest AI developments of the year.