Ⓜ️ The Cost Gap in AI Intelligence
Meta's Muse Spark and Google's Gemini cost about $0.40 per AI task, versus $2.34 for Anthropic's Opus 5. That is a nearly 6x gap in the cost of intelligence.
Meta and... Read more →
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Open in Telegram HERE ARE THE TOP 15 PERFORMERS OF 2026
🖱️ $MRNA +639%
🖱️ $SNDK +447%
🖱️ $TWST +319%
🖱️ $DELL +259%
🖱️ $AXTI +215%
🖱️ $MU +208%
🖱️ $AEHR +200%
🖱️ $PENG +192%
🖱️ $MRVL +168%
🖱️ $BE +155%
🖱️ $AMD... Read more →
🖱️ $MRNA +639%
🖱️ $SNDK +447%
🖱️ $TWST +319%
🖱️ $DELL +259%
🖱️ $AXTI +215%
🖱️ $MU +208%
🖱️ $AEHR +200%
🖱️ $PENG +192%
🖱️ $MRVL +168%
🖱️ $BE +155%
🖱️ $AMD... Read more →
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🤖 Anthropic Pays Up for AI Financing
Anthropic is offering Blackstone a yield of over 10% to finance its latest $60 billion AI chip deal. That is above the roughly 7% rate paid by borrowers with a... Read more →
Anthropic is offering Blackstone a yield of over 10% to finance its latest $60 billion AI chip deal. That is above the roughly 7% rate paid by borrowers with a... Read more →
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💻️ Nvidia's Valuation and Demand Shift
Nvidia is trading near its cheapest valuation in a decade, despite guiding to roughly 70% growth next year.
Vera Rubin is expected to be its fastest product... Read more →
Nvidia is trading near its cheapest valuation in a decade, despite guiding to roughly 70% growth next year.
Vera Rubin is expected to be its fastest product... Read more →
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🇹🇼 Taiwan’s Stock Boom Tests Fund Managers
Taiwan’s stock market is up 62% this year, making it the best-performing major market. Nearly 10% of listed stocks have doubled in value.
Fund managers... Read more →
Taiwan’s stock market is up 62% this year, making it the best-performing major market. Nearly 10% of listed stocks have doubled in value.
Fund managers... Read more →
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🇺🇸 US Deficit Hits $1.992 Trillion
The US budget deficit reached $1.992 trillion in fiscal 2026, up 12% from $1.775 trillion in 2025. It was the 3rd largest in US history, at about 6.2% of GDP, and... Read more →
The US budget deficit reached $1.992 trillion in fiscal 2026, up 12% from $1.775 trillion in 2025. It was the 3rd largest in US history, at about 6.2% of GDP, and... Read more →
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🚘 Volvo Extends Nvidia Self-Driving Partnership
Volvo Cars expanded its nearly decade-long partnership with Nvidia. Future models will use Nvidia Hyperion sensors and compute, the Alpamayo software... Read more →
Volvo Cars expanded its nearly decade-long partnership with Nvidia. Future models will use Nvidia Hyperion sensors and compute, the Alpamayo software... Read more →
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🚀 AI Servers for Space
Jensen Huang says Nvidia and SpaceX engineers are working on a new type of server for AI data centers in space that could also work on Earth.
He compared Elon to Google because... Read more →
Jensen Huang says Nvidia and SpaceX engineers are working on a new type of server for AI data centers in space that could also work on Earth.
He compared Elon to Google because... Read more →
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