“[Using Intel’s fabs to make chips is] a massive step in the right direction for U.S. chip designers and breathes new life into a poorly run company for decades”

by Marketing | Sep 19, 2025 | Market Notes, Media Notes

Nvidia just gave Intel a starring role in America’s AI playbook

“The company’s current growth rate is still remarkable”

by Marketing | Aug 28, 2025 | Market Notes, Media Notes

5 biggest takeaways from Nvidia’s Q2 earnings call

“The negative stock reaction feels like a bit of an incorrect knee-jerk reaction”

by Marketing | Aug 28, 2025 | Market Notes, Media Notes

S&P 500 hovers near record as Nvidia results validate AI trade: Live updates

“They [Microsoft] had one of the best reports I’ve seen by any company in my 15 years of doing this”

by Marketing | Aug 7, 2025 | Market Notes, Media Notes

Massive AI spending shows early payoff for Big Tech  

“Now that Microsoft’s disclosing that number (revenue figure), it’s really just helping justify the huge investments”

by Marketing | Jul 31, 2025 | Market Notes, Media Notes

Microsoft to spend record $30 billion this quarter as AI investments pay off