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Is Wall Street In “Greed Mode” Again? – And This Time the Robots Are Hiring – ( $BLK $CME $GS $MSFT )

by John F. Heerdink, Jr. June 2, 2026 204Views 0Likes

America’s job market has finally come off the caffeine high—but it has not crashed the car. AI tech stocks are back in bull-market formation, investment bankers i.e. Goldman Sachs (GS) are openly using the phrase “greed mode,” and regulators just fired a…

Owning the AI Stack: Nvidia’s PC Play and the ‘Trillion Dollar’ Marvell Moment Investors Are Not Ignoring -( $MRVL $NVDA )

by John F. Heerdink, Jr. June 2, 2026 217Views 0Likes

Nvidia’s (NVDA) Jensen Huang just turned another chip maker into Wall Street’s latest trillion‑dollar daydream—and he did it with essentially four well‑placed words at Computex. The Computex Moment: Four Words That Moved a Market It is not every Monday morning in Taipei…

From Server Rooms to Silk Road: How HPE, Nvidia and Blackstone Are Quietly Rewriting the AI Playbook -( $BX $DELL $HPE $HPQ $MSFT $NVDA )

by John F. Heerdink, Jr. June 2, 2026 222Views 0Likes

Wall Street’s favorite love language is earnings beats, and this week the AI infrastructure trade is writing poetry. AI’s New Power Trio: HPE, Blackstone, Nvidia The market’s latest storyline stars three very different leads: Hewlett Packard Enterprise (HPE), Blackstone (BX) and Nvidia…

Inside Computex 2026: How Taipei Became the Hottest AI Factory Floor on Earth -( $NVDA )

by John F. Heerdink, Jr. June 1, 2026 166Views 0Likes

Computex 2026 in Taipei is shaping up as this year’s most important AI confab for investors, where silicon dreams, data centers, and “agentic” robots all compete to see who can justify the fattest forward multiples. The Street Goes to Taipei Wall Street…

When Vegas Meets Vector Databases: Dell’s AI Surge and Caesars’ $17.6B Hand Reshuffle the Deck -( $CZR $DELL )

by John F. Heerdink, Jr. May 29, 2026 264Views 0Likes

Wall Street spent the day toggling between blackjack odds and server racks, as investors tried to price a $17.6 billion casino roll‑up and Dell’s biggest growth spurt since it came back to the public markets. For once, the house and the hardware…

AI Sends Snowflake Soaring While Salesforce Treads Water: Wall Street’s New Data Divide -( $CRM $SNOW )

by John F. Heerdink, Jr. May 28, 2026 245Views 0Likes

On a day when investors were already primed for another round of AI‑driven fireworks, Snowflake (SNOW) stole the show and then rewrote the script. The cloud data platform not only raised its annual product revenue outlook but did so convincingly enough to…

IREN’s Blackwell Power Play: What DELL and NVIDIA Fans Need to Know About This $1.6B GPU Texas Deal -( $DELL $IREN $NVDA )

by John F. Heerdink, Jr. May 27, 2026 168Views 0Likes

IREN’s $1.6 billion bet on Nvidia-powered Blackwell systems from Dell is less a simple capex line item and more a declaration that the AI infrastructure arms race has entered its Texas phase—with investors invited to watch from the 50-yard line. IREN’s Big…

Pope Leo vs. Process Nodes: AI Ethics Meet Nvidia’s NVDA Chip Boom and Copper’s FCX Power Play -( $FCX $NVDA $TSM )

by John F. Heerdink, Jr. May 25, 2026 197Views 0Likes

Pope Leo XIV’s warning about artificial intelligence and China’s chip ambitions arrived on the same day, sketching a future in which code, conscience and copper producers all compete for the upper hand. It is a world where Rome calls for moral circuit‑breakers while Huawei…

The Day the Playlist Fought Back: AI, Labels and the Battle for Music’s Future

by John F. Heerdink, Jr. May 24, 2026 145Views 0Likes

AI is quietly rewriting the music industry’s sheet music, shifting power from a handful of labels and gatekeepers toward whoever can best orchestrate data, algorithms, and rights. A New Overture: From Gatekeepers to Code Keepers For a century, the music business ran…

InterGroup’s San Francisco Comeback: When the Lobby Beats the AI-related Headlines -( $INTG )

by John F. Heerdink, Jr. May 23, 2026 161Views 0Likes

InterGroup Corporation's (INTG) quarter now reads like a micro‑chapter in San Francisco’s broader comeback, where hotel lobbies, balance sheets, and city policy are finally pulling in the same direction. Some investors have been noticing this transformation as the INTG's stock is now…

Tag: ai

Is Wall Street In “Greed Mode” Again? – And This Time the Robots Are Hiring – ( $BLK $CME $GS $MSFT )

Owning the AI Stack: Nvidia’s PC Play and the ‘Trillion Dollar’ Marvell Moment Investors Are Not Ignoring -( $MRVL $NVDA )

From Server Rooms to Silk Road: How HPE, Nvidia and Blackstone Are Quietly Rewriting the AI Playbook -( $BX $DELL $HPE $HPQ $MSFT $NVDA )

Inside Computex 2026: How Taipei Became the Hottest AI Factory Floor on Earth -( $NVDA )

When Vegas Meets Vector Databases: Dell’s AI Surge and Caesars’ $17.6B Hand Reshuffle the Deck -( $CZR $DELL )

AI Sends Snowflake Soaring While Salesforce Treads Water: Wall Street’s New Data Divide -( $CRM $SNOW )

IREN’s Blackwell Power Play: What DELL and NVIDIA Fans Need to Know About This $1.6B GPU Texas Deal -( $DELL $IREN $NVDA )

Pope Leo vs. Process Nodes: AI Ethics Meet Nvidia’s NVDA Chip Boom and Copper’s FCX Power Play -( $FCX $NVDA $TSM )

The Day the Playlist Fought Back: AI, Labels and the Battle for Music’s Future

InterGroup’s San Francisco Comeback: When the Lobby Beats the AI-related Headlines -( $INTG )

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