The two most surprising things that have happened over the past week or so are (1), the explosive arrival of Chinese AI app ...

Netflix reported earnings on Tuesday night, and the more time I have to digest them, the more impressive they seem. The ...

One of the biggest “new” things to come out of the Trump White House so far is yesterday’s splashy announcement of “Stargate.

There’s a palpable sigh of relief in markets this morning, with stocks generally higher and bond yields down. Why? Because we ...

Today is like a little taste of what the year could be like if everything goes just right. Inflation is cooler, bond yields have chilled out, bank earnings are coming in strong, and stocks are up 1.7% ...

Also, China has been under strict U.S. sanctions on leading-edge chips (like NVIDIA's H100s), and was able to make a successful AI chatbot anyway. Some have cast doubt on this, suggesting theft on ...

The two most surprising things that have happened over the past week or so are (1), the explosive arrival of Chinese AI app DeepSeek onto the world stage, and (2), the fact that President Trump ...