All four technology companies showed robust growth, demonstrating that the agentic AI megatrend is real.

When most of Wall Street and the mainstream media held a stale, skeptical fundamental view on Intel, Key Context was very bullish on Intel shares.

Key Context spoke with OpenAI cofounder Greg Brockman to discuss the latest model, the company’s AI infrastructure commitments and how AI agents will change everything.

“You’re not talking to somebody who woke up a loser.” - Jensen Huang

The fundamentals surrounding the memory chip trade have only gotten better.

My biggest value add to readers over the last few years has been convincing people to trust the underlying fundamentals amid macro and Trump-driven volatility.

On Wednesday, MLCommons revealed the latest data for its industry-standard AI benchmark, MLPerf Inference v6.0. Nvidia once again dominated, setting new performance throughput records.

The market feels eerily similar to last year's panic over Trump's tariffs and the misplaced worries about DeepSeek.

Arm CEO confirms the megatrend of soaring demand for server CPUs driven by AI agents.

Dally declared: '90% of the power in data centers is going into inference'

Amazon Web Services will purchase more than 1 million Nvidia GPUs by year end 2027.

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Th…

Nvidia senior executive Ian Buck explains how the Groq chip and Vera CPU are game changers.

Jensen Huang discussed AI disruption risk, stock buybacks and Taiwan.

From what I heard from Jensen Huang and founder Jonathan Ross, it looks like the Groq deal is going to deliver.

Everything changed this weekend. Reports of Nintendo's demise are greatly exaggerated.

Best of the best.

The market so far is not impressed, but it should be.

The market puked on Citrini, plus thoughts on OpenAI's and Anthropic's business model.

Three sources say Google has not submitted its latest AI TPU chip for MLPerf Inference v6.0.

Here's how to play it

YouTube video by Dwarkesh Patel

YouTube video by Associated Press