And just like that, Jensen has reverse-engineered Google's TPU lead.

“Toyota will be able to meet the diverse needs of a broad range of customers, while also helping to improve Japan–US trade relations...”

'twas the night before the Christmas, and all through the markets, not a person was stirring... but the f**king crypto algos were...

HGP Intelligent Energy, a Texas power developer, is proposing to use reactors from US Navy submarines and aircraft carriers to power a data center project in Oak Ridge, Tennessee.

The honeymoon is over

This was a stronger auction than the subpar fare observed earlier this week, which is handy since this was also the final auction of the year.

...a healthy debate in markets if the recent “broadening out” dynamic is a durable sign of what’s to come as the market embraces better cyclical visibility...

If only there were a way for Nike to stop being so woke and get Chinese consumers to buy their Air Force 1s again.

With valuations already frothy, an extension of stock gains requires near-perfect execution from the economy, policymakers and companies, while the downside can arrive through mild disappointments.

"Recent sessions suggest Santa may still arrive" 

Continued leadership next year only makes sense if the economy threads a needle of growth and inflationary conditions...

2025 has felt like three years wrapped into one... but is ending on a high note...

The outcome is clear. If you do not publish the table on immigration, demography and sexual violence, you cannot expect the public to trust your assurances...

How soon until AI makes all human financial commentary and insight expendable?

...but, diversification is imperative!