If you think China needs to dethrone U.S. dollar, you don't understand how it is waging global currency war

It's misguided to focus on China's renminbi replacing the U.S. dollar. Beijing is already successfully reducing dependence on ...

AI-Native Firms Are Flatter, Leaner, And More Valuable: Threat Or Opportunity?

Rigorous study of 2,900+ startups shows AI native firms are different. It gives executives strategic ideas for innovation & improvement.

Broadcom (AVGO) And OpenAI Launch Jalapeño AI Chip In Nine Months

OpenAI and Broadcom have launched Jalapeño, a custom AI inference chip tailored for large language model workloads. The chip ...
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Li Auto targets Tesla FSD with in-house AI chip and bold roadmap

Li Auto Declares Open War on Tesla With Full-Stack AI Push “Chinese electric vehicle maker Li Auto has officially thrown down ...

FactSet Has Been Cut In Half, But I Think The Market Is Wrong (Earnings Preview)

FactSet operates a subscription-based financial data platform serving over 9,000 clients. Read why I see FDS stock as a ...