Mark Cuban’s latest thought experiment starts where most AI debates end: with a pile of empty data centers and a lot of bruised egos. Instead of forecasting doom, he wonders whether an AI bust could become the most unexpected jobs program since…
For decades, Nokia (NYSE: NOK) was the company that made sure your call went through; now it increasingly looks like the company making sure your network can think. By deepening its collaboration with Google Cloud, part of Alphabet Inc. (NASDAQ: GOOGL, NASDAQ: GOOG),…
Nvidia’s (NVDA) next earnings report is shaping up less like a routine quarterly check‑up and more like a global event in the church of AI, with Wall Street sharpening its pencils while rivals sharpen their chips. Expectations are sky‑high on revenue and…
Applied Digital’s (NASDAQ: APLD) latest mega-lease reads less like a data-center contract and more like a sovereign-infrastructure plotline for the AI age, and that is precisely where Seven Boson Group’s sovereign AI lab vision strides onto the stage.
A $7.5 Billion Signal From…
Nokia’s (NOK) stock is trading back in the conversation — only this time, it’s not about ringtones but terabits.
BofA Rediscovers Nokia, This Time in Terabytes
Bank of America (BAC) has upgraded Nokia to Buy from Neutral and lifted its price target to 10.70…
CoreWeave’s latest surge on Wall Street looks less like a meme-fueled sugar high and more like a carefully plated AI main course, with Anthropic now added as the house special and sovereign-focused players like Seven Boson Group quietly setting the table for…
Nokia (NOK) just turned a quiet corner of the data center market into center stage, securing yet another “Leader” and “Outperformer” badge from GigaOm—and this time, the spotlight is brighter thanks to NVIDIA (NVDA) writing a billion‑dollar endorsement check. Together, the…
Broadcom’s latest AI alliance with Google parent Alphabet Inc. (GOOGL, GOOG) and Anthropic is less a routine chip deal and more a declaration that the quiet power behind the cloud plans to stay loud for the next decade. The three-way pact locks…
Gold may still own the vault, but in 2026 silver is quietly applying for a corner office in the real economy—and the résumé is stronger than many investors realize.
From Vault Metal To Working Metal
For centuries, gold has been the polished…
Artificial superintelligence, according to today’s San Francisco skyline of optimists, is no longer a distant sci‑fi mirage but a six‑year infrastructure project—with a power bill big enough to light a small continent.
The San Francisco Consensus: Six Years to “Smarter Than Everyone”…