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.