Washington D.C. - A seismic shift is underway in the landscape of financial regulation, as burgeoning calls for the deregulation of artificial intelligence (AI) within the sector gain momentum. While proponents tout the potential for innovation and efficiency, a growing chorus of experts warns that unchecked AI deployment could unleash unprecedented volatility and systemic risk
(NVDA), (AAPL), (NFLX), (AMD), (IBM), (AMZN), (GOOGL), (META) I was sipping an overpriced airport cappuccino when Jensen Huang strutted onto the GTC 2025 stage. My seatmate didn't recognize him, but I'd been at a private dinner with one of Nvidia's VPs the night before. After 40 years covering tech from Tokyo to Wall Street, you
(MRVL), (MSFT), (NVDA), (META), (AVGO) Back in 1981, when I was tramping through the backcountry of Japan researching semiconductor factories, a wise old engineer told me something I've never forgotten: "Young man, in technology, the custom always beats the commodity." Four decades later, watching Marvell Technology's (MRVL) strategic pivot to custom AI silicon, that weathered
(TEM), (ILMN) Last weekend, my daughter, the computer science whiz studying at UC, called me with a question about healthcare AI companies for her investment project. "Dad, my professor says these healthcare AI stocks are just cash incinerators with no path to profitability," she explained. "Should I avoid the whole sector?" I was cutting vegetables
Oracle Financial Services Supercharges Investigation Hub with AI Agents, Revolutionizing Financial Crime Detection In a significant leap forward for financial crime prevention, Oracle Financial Services has unveiled a major enhancement to its Investigation Hub Cloud Service, integrating a powerful suite of artificial intelligence (AI) agents and agentic workflows. This advancement promises to dramatically accelerate and
(AVGO), (MSFT), (AMZN), (GOOG), (META), (INTC), (MRVL) The panicked messages flooded my inbox last week as tech stocks took a nosedive. One subject line simply read: "BROADCOM - SELL NOW???" Another longtime reader called me at 5:30 AM (clearly forgetting about time zones) asking if the AI bubble had finally burst. His portfolio was bleeding
In the burgeoning landscape of artificial intelligence, where massive foundation models (FMs) reign supreme, a new player has emerged, promising to democratize access and accelerate innovation. Together, AI, a startup founded by a team of seasoned AI researchers and engineers, is rapidly gaining traction with its platform designed to simplify the development and deployment of
In the dynamic world of international finance, where currency fluctuations can significantly impact business outcomes, effective foreign exchange (FX) risk management is paramount. Deaglo, a pioneering FinTech company, is at the forefront of this critical domain, leveraging cutting-edge technology to empower businesses and financial institutions with unprecedented control over their FX exposures. A Visionary Approach
(CLS), (MSFT), (GOOG), (GOOGL), (NVDA) I was driving back from Salt Lake City a few weeks ago when I got a call from a former Concierge Service client who runs a drone manufacturing business. His story is remarkable - what started as a hobby five years ago now generates $40 million in revenue, with military
AI Tech Letter (THOSE AREN'T CHICKENS IN YOUR TRANSLATOR APP) (IBEX) I was flying back from Monterey last month when I found myself eavesdropping on a fascinating exchange at the customer service counter. The passenger ahead of me—clearly not a native English speaker—was struggling to explain his situation to an agent who spoke only English.
(A LARGER LANGUAGE MODEL) (GOOGL), (META), (MSFT) While reviewing earnings reports last week at my mountain cabin, I couldn't help but chuckle at the stream of "Google is dead" headlines flooding my inbox. Having covered technological disruptions since the early days of the personal computer revolution, I've learned that paradigm shifts rarely happen overnight. The
(SMCI), (NVDA), (AMD), (MSFT) One of my hedge fund buddies called me last week about Super Micro Computer (SMCI), sounding more worried than I've heard him since the 2008 crash. "What's the real story behind these missing financials?" he demanded. I had to smile. After decades of watching companies navigate regulatory waters, I've learned that
(AMD), (INTC), (NVDA) You know you're getting old when you can remember Advanced Micro Devices (AMD) back when they were the scrappy underdog making Intel-compatible chips in Austin, Texas. Back in my early trading days in the '80s, I watched AMD engineers reverse-engineer Intel's (INTC) latest processors with the dedication of medieval monks copying manuscripts.
Deepseek, a Chinese artificial intelligence (AI) company, has recently made headlines with its innovative AI model. The company claims that its model is more efficient and less expensive to train than its competitors. This has sent shockwaves through the stock market, with investors reacting to the potential implications of Deepseek's technology. In this article, we
(SONY), (MSFT), (NVDA), (GOOGL), (AMZN), (TSM), (IBM), (AMD), (BIDU), (TM), (NTDOY), (INTC), (LLNXF) During my years covering the Japanese financial markets in the 1970s, I witnessed firsthand how technological breakthroughs could reshape entire economies. Back then, it was the revolution in consumer electronics that turned companies like Sony (SONY) from small radio makers into global
(PLTR), (AMZN), (MSFT), (GOOG) Last weekend, I watched my daughter absolutely demolish me in a game of Go on her smartphone. As I nursed my wounded pride with a cup of coffee, I couldn't help but smile - not because I lost, but because I remembered something remarkable that happened in 2016 that changed everything
(AVGO), (GOOG), (META), (AMZN), (NVDA), (TSM) Last weekend, while cleaning up my home office, I came across an old Intel 486 processor I'd kept as a memento from my first custom-built PC. Funny how things change - that chip had about 1.2 million transistors. Today's AI accelerator chips? We're talking billions. This old relic got
The insurance industry is undergoing a seismic shift as artificial intelligence (AI) transforms the way insurers assess and manage risks associated with properties, particularly those vulnerable to natural disasters, climate change, and other hazards. From predictive analytics to real-time monitoring, AI is enabling insurers to make faster, more accurate, and data-driven decisions, helping them navigate
(NVDA), (MSFT), (GOOG), (AMZN), (META), (AAPL) Back in 1976, during one of my assignments, a senior Chinese economist offered me a cup of tea and shared something Deng Xiaoping had once told them—words I’ve never forgotten: "It doesn't matter if the cat is black or white, as long as it catches mice." I found myself
(SFTBY), (ORCL), (NVDA), (CEG), (NEE), (MSFT), (VST), (TSM), (AVGO), (GOOG) At 5 AM, my phone lit up with texts from three hedge fund managers I know, all asking the same thing: "Is this Stargate thing for real?" Honestly, I wasn’t even surprised. The messages rolled in just a day after Trump unveiled what could be