If enterprises budget for AI but delay implementation, IBM to Infosys feel it first.
Category: Politics
Gold Is Up 25% and Goldman Wants You to Buy More
With the 10-year near 5% and Goldman calling $4,900, how much gold does a disciplined portfolio actually need?
Nvidia’s Multiple Has Collapsed. The Market Is Betting Huang Is Wrong.
At under 17 times forward earnings, Nvidia is priced like a company whose best growth is behind it. The investment…
Nvidia’s CEO Is Shaping U.S. AI Policy. That Changes Everything.
When one company’s worldview becomes national strategy, its edge looks unlike anything the chip industry has seen before.
California Gives AI Companies Two Months Before a Shutoff Mandate Becomes Real
Newsom's executive order starts a 60-day clock on kill-switch recommendations that could pressure frontier AI labs to build emergency off-switches.
J&J’s Rybrevant Extended Lung Cancer Survival. Can It Carry the Stock?
PAPILLON survival data supports Rybrevant. The real test is replacing Stelara.
UK Inflation Lands Wednesday. The BoE Votes Thursday. Here Is What Each One Does to Sterling.
With three MPC members already pushing for 4%, Wednesday's CPI is the last major input before a decision that could…
Cisco, Arista and Ciena Are Better Entry Points in AI Wire
Friday's rotation into networking was the week's clearest signal. Here's how to play it without paying Lumentum's price.
Brent Fell on Friday. Oman Talks Monday Could Move It Further.
Iran and Gulf foreign ministers meet in Salalah as the IEA warns demand is shrinking at its fastest pace since…
Chipotle’s Beef Bill Is What Investors Actually Need to Price In
The cyclospora cloud has lifted. What remains is a margin squeeze that a 1-2% menu price increase may not fully…