Dana Blankenhorn

I’m glad no one reads this blog because it means that what follows isn’t going to jinx it. Kamala Harris...

When a manager loses the trust of Wall Street, you can feel it. It hangs over the stock like a...

The rise of Nvidia (NVDA) represented the first stage of the AI boom. Clouds bought chips with both hands to...

From the standpoint of fundamentals, buying Palantir Technologies (PLTR) makes no sense. At its present market cap of $100 billion,...

Jensen Huang and his Nvidia AI chips have created a monster. The monster is “Artificial General Intelligence,” or AGI. Last...