Google TPU Volume Could Triple to 8.8 Million by 2027
Google is quietly betting its entire cloud future on a chip most investors have never heard of, and a new forecast suggests the volume ramp coming by 2027 is far larger than anyone expected.
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Rich Duprey
Chamath Palihapitiya Flags 3 AI Killers — Could Anthropic’s $2 Trillion IPO Dreams Crash First?
Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.
Memory Shortage Deepens to Worst Levels Since 2017 — Here’s Why Micron Investors Will Cash In
Goldman Sachs just flagged a supply crunch tightening toward levels not seen in nearly a decade, and one chipmaker has already quietly locked in the contracts to profit from every month it lasts.
CoreWeave’s AI Data Center Capacity Is Exploding — Its $35 Billion Debt Load Still Makes the Stock Untouchable
CoreWeave is racing to build the AI infrastructure backbone that hyperscalers desperately need, and its revenue backlog dwarfs what most companies ever dream of. But a closer look at what is financing that expansion…
America’s Strategic Petroleum Reserve Is Running on Fumes. What Happens When the Next Supply Shock Hits?
The U.S. just used its emergency oil buffer to blunt a major supply shock, and it worked. But the strategy left America's strategic reserve at its lowest point in over four decades, and the…
Nvidia Notches Longest Losing Streak Since 2022. Tomorrow’s Earnings Could Make It Worse
Nvidia enters its most anticipated earnings report in years on the back of a seven-session losing streak, and Wall Street has moved the goalposts so far that even a record-breaking quarter might not be…
Scott Bessent Wants to ‘Put the Fear of God’ Into Bond Vigilantes — Why This Midterm Ploy Could Backfire on Investors
Treasury Secretary Scott Bessent is deploying an arsenal of tools to scare bond vigilantes into submission, but Wall Street's biggest players are already calling his bluff and warning the strategy could make the problem…
Gold and Bitcoin Surge on Treasury Bond Market Fight. Scarce Asset Owners Are This Market’s Big Winners
Treasury Secretary Scott Bessent just made a move in the bond market that sent shockwaves through two of the most closely watched assets in finance, and the investors who positioned early are sitting on…
Scott Bessent’s $1 Trillion Bond Market Fight — Treasury Yields Aren’t Buying It
Scott Bessent is sitting on nearly $1 trillion and signaling he will use it to wrestle long-term Treasury yields back down, but the bond market keeps shrugging off his moves, and that tension reveals…
Down 40% on AI Pressure, Michael Burry Says Alibaba Needs to Still Fall by Half
Alibaba's AI spending spree just sent profits crashing 75% and free cash flow deep into negative territory, and now the company is selling billions in new shares to keep the machine running. Michael Burry…
Anthropic Is Chasing a $2 Trillion IPO. Its Most Powerful AI Model Is Raising a Big Red Flag
Anthropic is racing toward a $2 trillion IPO on explosive revenue growth, but a fresh report from the Financial Times has exposed a crack in the business model that investors cannot afford to ignore.
TotalEnergies CEO Just Exposed the $10 Secret That Makes the Hormuz Oil Panic Look Overblown
The Iran war has the oil world bracing for catastrophic Hormuz shipping costs, but TotalEnergies CEO Patrick Pouyanne just dropped a number that reframes the entire crisis and hands a surprising advantage to one…
The $1.7 Trillion Job Apocalypse: Why Investors Can’t Ignore Humanoid Robots
AI has already gutted white-collar tech jobs by the hundreds of thousands, but the next wave targets something far bigger: the physical economy and the wages of workers who never touched a keyboard.
Trump Just Restarted the Trade War With Canada. Should Stock Investors Be Worried?
Stock investors largely stopped fearing tariff headlines after the S&P 500 shrugged off Liberation Day and climbed to record highs, but the latest U.S. and Canada standoff carries a twist that could make this…
Nvidia’s 15% Price Hike Reveals the Hidden Cost of the AI Boom
The AI boom is quietly sending a surge of inflation through every corner of the tech industry, and Nvidia's latest move suggests the pressure is only getting started.
Trump Continues Trading Stocks at Warp Speed: Berkshire Bought, Meta Sold
President Trump's accounts executed more than 1,000 trades in a single month, including moves in a major defense contractor timed suspiciously close to a surprise geopolitical agreement, and Congress just passed a fix that…
AI’s Absurd Spending Boom? Hyperscalers Are Spending 102% of Cloud Revenue on Capex
The biggest cloud companies are now recycling almost every dollar of cloud revenue straight back into AI infrastructure, and UBS's latest projections reveal just how far this spending spiral could go before it peaks.
Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger
Every major AI bull run has a number investors quietly agree to ignore, and the one hiding behind Microsoft, Alphabet, Meta, and their peers right now makes the reported balance sheets look like a…
Alphabet Could Own 7% of Marvell — But Here’s What Google Has to Do to Get It
Marvell is offering Google a potential 7% stake in the company, but there is a serious catch that changes everything about how this deal should be read.
The Master of the Margin Call: How Ken Griffin Turned an AI Meltdown into a $4 Billion Masterclass
When a leveraged AI fund collapsed under the weight of its own semiconductor bets, Ken Griffin saw something most investors missed entirely. Understanding what he did next could change how you read every market…