Last year, there was a lot of reasonable speculation that Cisco $CSCO from a quarter-century ago was analogous to Nvidia $NVDA now. The thinking was that Cisco was selling the hardware that new internet companies needed. (That was analogous to selling the picks and shovels to gold miners more than 100 years earlier.) When the … Read more
Meta signs a deal to secure reliable carbon-free nuclear power for its AI data centers following in the footsteps of competitor, Amazon. DKI has been buying more uranium. Do you own enough? The big music labels take steps to ensure they (and their artists) get paid for music used to train generative AI models. We’re … Read more
This was a fascinating week featuring political shifts, increased market volatility, and a week-long drop in the stock prices of the mega-cap tech leaders that have been supporting the equity market indexes the past couple of years. This week, we’re focused on higher retail sales and wondering if anything will slow the consumer. Higher jobless … Read more
