Why Trump’s chip ban could help Chinese Nvidia rival 4/16/25
Nvidia shares falling and dragging down the rest of semis after a surprise reveal of a $5.5 billion hit tied to China chip export controls. We look at why the restrictions may be the opening a Chinese rival needs.
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Why Trump is backing Nvidia, Plus the tech earnings mirage 04/15/25
President Trump promising to expedite permits for Nvidia after the chip giant announced plans to build AI supercomputers in the United States. We look at how Jensen Huang and Mark Zuckerberg offer two very different case studies on how CEOs are gaming out the Trump 2.0 playbook. Plus, with Tariff uncertainty already impacting behavior, could we see an earnings mirage as big tech begins to report next week?
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AI startups set funding records 4/14/25
As big tech continues to feel the whiplash from Trump’s tariff policy, one pocket of tech has remained insulted. We look at the AI startups that are setting funding records and what they mean for Megacap tech.
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Tech CEOs still waiting for return on Trump bet 04/11/25
Tech COEs flipped the script for Trump 2.0 and played nice with millions in donations to Trump’s inauguration and visits to Mar-a-Lago. We look at why they are still waiting for a return on their charm offensive.
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Big Tech digs in on AI Capex amid tariff whiplash 4/10/25
Amazon CEO Andy Jassy affirming the company will continue it’s AI spend the day after Google CEO Sundar Pichai recommitted Google to $75 Billion in Capex for 2025. We look at what it means amid tariff whiplash and what Amazon’s
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