Nvidia Paid 86x Revenue for Hugging Face. The Price Is the Point.
Portfolio managers who own NVDA need to decide if Jensen Huang just secured a software moat or handed rivals their best antitrust argument yet.
Category: Economy
ADM Is Betting the Black Sea Stays Broken. Turkey Disagrees.
Wheat’s August surge has processors in a bind: damage is real, but a diplomatic deal could erase the premium overnight.
A Great Story. But Is SPCX the Right Stock?
Musk just pulled Starmind forward by a year. The question investors need to answer is whether the upside belongs to SpaceX or to Nvidia.
Three Ways to Own Data Centers Without Chips
Vertiv, Equinix and Celestica each gave the committee a different answer this earnings season. Only one earns a permanent seat.
What Warsh Says Friday Changes the Rate Picture
A divided Fed, a hawkish dissent bloc, and a chairman who refuses to telegraph moves: here is what investors should be preparing for before he speaks.
The 20% Compute Tax Nobody Priced Into OpenAI
A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of building the world’s most powerful AI.
ETON’s 43% EBITDA Margin Is the Number Wall Street Missed
Revenue doubled. The margin story behind it is what changes the long-term math.
The Boring Companies Winning the AI Race
GEV, VRT, ETN, and DELL booked the numbers this earnings season. The market is still looking at the wrong layer.
The Best Earnings Season Since 2008 Is Now the Problem
A record Q2 beat rate has raised the bar so high that even a strong H2 may disappoint.
The $78-Per-Share Spread Nobody Disclosed
The Adit Ventures case is a warning for pre-IPO funds promising access to SpaceX, Klarna, and the next blockbuster listing.