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Latest Market News
View All News →Nvidia can deliver chips — but it can’t buy Big Tech out of its credit and power-grid crisis
Corporate profits can’t fix a chaotic trade war with China, climbing credit premiums and AI infrastructure limits.
Tesla recalls thousands of Model Ys at risk of… missing a sticker
The National Highway Traffic Safety Administration (NHTSA) has issued a recall for 14,575 Model Y vehicles over an issue that Tesla can't fix with its usual software update: a missing label. According to the recall report, Model Ys made between November 17th, 2024 and April 21st, 2026 could be missing a weight certification sticker due […]
The post-search Google era begins
Google is many things, but most of the time it's a verb: It is what it is to search the internet for information. But what if it's an AI agent doing the searching? And it's doing it proactively? Without even telling you about it? In the world Google imagines, in which so much of the […]
Nvidia spent $18.6 billion on venture investments in 3 months. Where does the cash trail go?
A rapidly growing asset class on Nvidia’s balance sheet reveals how deeply tethered its future is to the financial health of its partners
Our Field Trip to Google I/O + A Sit-Down With Sundar Pichai + System Update
“This is the only recent gathering of a large number of people where mentions of A.I. did not produce a large chorus of boos.”