When a manager loses the trust of Wall Street, you can feel it. It hangs over the stock like a...
Read moreDetailsFrom the standpoint of fundamentals, buying Palantir Technologies (PLTR) makes no sense. At its present market cap of $100 billion,...
Read moreDetailsJensen Huang and his Nvidia AI chips have created a monster. The monster is “Artificial General Intelligence,” or AGI. Last...
Read moreDetailsThe first two years of AI were defined by general purpose systems written for the broad market. ChatGPT, CoPilot, and...
Read moreDetailsWhen the economic history of our time is written, I’m afraid that Joe Biden’s Build Back Better plan will be...
Read moreDetailsIn my book on Moore’s Law, first written in 2001, I have a long chapter about AT&T. Its theme is...
Read moreDetailsOne of the great mysteries of 2024 is why the markets continue to rise going into the November 5 election....
Read moreDetailsMoore’s Law creates deflation. Chips get faster, so computing costs less. This extends to everything computing touches. It extends to...
Read moreDetailsTrump is a symptom of a global phenomenon. In 2024, when it’s obvious the world as we know it will...
Read moreDetailsAI optimists who are leading a trillion dollar arms race to replace the Internet got a big boost this week....
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