The AI race is starting to look less like a software land grab and more like an arms market where both sides have suddenly realised they may be exporting too much of the ammunition. Takeaways • Beijing may be preparing to restrict access to its most advanced AI models, turning China’s low-cost model advantage from ...
The issue is not that demand for AI is evaporating. It is that the price of intelligence is beginning to fall faster than many investors expected. Takeaways Token demand is not the same thing as token pricing power. AI usage can keep compounding while realised spend per token falls under free credits, aggressive discounting, smarter ...
Listen to the audio version of this article (generated by AI). Today’s AI wobble, explained… great results from Samsung, and yet the Kospi tanks… long-term perspective for short-term fears… how one trading system created 920% gains Another day, another wobble in the AI trade… As I write on Tuesday, South Korea’s Kospi just closed down ...
is not known to shy away from controversial topics. However, as it relates to the frontier large language models (e.g., , ), Palantir had been pulling its punches. That changed in a recent interview that Palantir co-founder and CEO Alex Karp gave to CNBC. In the interview, Karp said what the company’s business model has ...
Jonathan Rose found all of them in 14 major stocks. Here’s what to avoid – and where the money is going instead. Listen to the audio version of this article (generated by AI). Editor’s Note: One thing I’ve learned over the years is that markets often give you clues before a big change takes place. ...
The healthcare sector is one of the best-performing sectors in the S&P 500 over the past month, with a gain of around 6%. But while that rebound has been led by a handful of mega-cap Big Pharma companies, it has also been reflected in the performances of smaller firms. One of those is mid-cap Hims ...
Listen to the audio version of this article (generated by AI). The other morning on my daily livestream, I put up a chart that made everyone watching think I’d made a mistake. On one side was Bitcoin. Down nearly 30% this year, and below $60,000 for the first time since 2024. On the other side ...
The crowd is still way too worried about interest rates—and their fear is handing us a shot at two stout monthly dividends (yielding up to 11.9%) on the cheap. We can thank new Fed chair Kevin Warsh for ginning up the panic here. Because he was appointed by President Trump, the suits expected Warsh to ...
Listen to the audio version of this article (generated by AI). Editor’s Note: One of the things I appreciate most about Jonathan Rose is that he doesn’t stop at the headline. He asks the next question. In this case, it wasn’t “what is Bitcoin doing?” but “why are the miners behaving differently?” That’s the kind ...
Takeaways Samsung’s numbers were exceptional; the selloff shows the market wanted exceptional plus another upside surprise. The key shift is from strong AI demand to whether AI demand can keep accelerating fast enough to justify current valuations. Watch Samsung’s full results for HBM guidance, capex discipline and any softening in conventional memory pricing. The biggest ...
