Nvidia’s (NVDA) billion-dollar bet on Nokia (NOK) adds an AI-powered tailwind to what was already a quietly strategic broadband story for KGPCo and BEAD-focused operators. With GPUs now effectively hitching a ride on fiber builds, the network economy just picked up a…
Stocks staged a Fed-day post St. Patty's Day hungover tantrum Wednesday, as investors discovered that “higher for longer” still means exactly what it sounds like.
Indexes and Rates
The Dow industrials fell sharply, at one point flirting with a 700‑plus point slide,…
Wall Street spent St. Patrick’s Day edging back into the green, as investors raised a cautious toast to the Federal Reserve and NVIDIA’s AI ambitions rather than to rapid-fire rate cuts.
Indices and macro mood
US stocks advanced for a second straight…
Wall Street opened the week in an oddly good mood, as if the market decided that worrying about everything, all at once, was bad for performance. Stocks climbed on Monday while oil prices eased, even as President Trump publicly prodded U.S. allies…
In an AI market obsessed with GPUs and stardust, Nokia (NOK) is quietly reminding investors that none of this magic moves without serious plumbing. While Nvidia (NVDA) prepares to headline its GTC 2026 “Woodstock of AI” showcase, the chip giant has already…
US stocks notched a third straight week of losses into Friday, March 13, 2026, as oil’s lunge toward 100100 a barrel reignited inflation jitters, pushed out Fed rate‑cut hopes, and kept investors firmly in risk‑off mode.
Indexes: Red Week, Oil-Driven
The Dow, S&P 500,…
US stocks extended their slide Thursday as oil’s renewed march toward triple digits collided with war and credit worries to knock major indexes sharply lower.
Indexes: Risk-Off Takes the Wheel
The Dow Jones Industrial Average dropped roughly 739 points, or around 1.56%,…
US stocks extended their pullback on Wednesday, March 11, 2026, as investors grappled with fresh inflation data, surging oil prices, and ongoing fallout from the Iran war.
Indexes and overall tone
The Dow Jones Industrial Average fell close to .61%, adding to…
Elon Musk may be racing rockets to Mars, but on Earth he is lapping the billionaire field by several orbits—and the scoreboard has rarely looked this lopsided.
A New Gilded Age, With One Clear Front‑Runner
According to recent billionaire tallies, global wealth…
In a funding climate where many startups now need revenue, a roadmap, and perhaps a minor miracle to get a Series A, Mira Murati’s Thinking Machines Lab just secured roughly $2 billion at a $12 billion valuation before launching a single product.…
