Wall Street Says the AI Trade Is Over. The Data Disagrees.
Wall Street says the AI trade is over. Tech earnings are up 44%. That gap is where the opportunity is.
When the Best Opportunities Look Like Bad News
AI stocks are down. Venture funding just hit an all-time record. Here's why the gap between prices and fundamentals is the signal worth paying attention to.
The AI Race Just Shifted Into a Higher Gear
March 2026 has been the most intense month in AI history. Here's what the $1 trillion order book, three new frontier models, and OpenAI's Sora shutdown mean for investors.
What Jensen Huang Said This Week Changes the Math
The World's Most Important Tech Conference Starts Monday
NVIDIA's GTC conference starts Monday. Here's why it's the most consequential tech event of the year — and three things to watch in Jensen Huang's keynote.
The Data Came In. The Thesis Holds
The Q4 productivity data, February jobs report, and professional services employment all reported this week. We said watch three indicators. Here is what they showed.
The GDP Is Lying to You
GDP grew 2.2% in 2025. The economy added just 15,000 jobs per month. Something fundamental has changed.