I have written on various aspects of artificial intelligence for the last two weeks. My intention was to move on to do some ...
It is a distinctly American trait to create environments where entrepreneurs thrive, hard work leads to a better life, and a ...
I feel like I’ve stepped into the future, or onto a Sci-Fi movie set. Today is my third day in China, where I’m on a tour of ...
Gemini tells me that the US is on pace to invest $6.7 trillion in data centers by 2030, with $5.2 trillion being AI-specific capacity. The four major AI companies (Microsoft, Amazon, Alphabet and Meta ...
We’re smack-dab in the middle of the most important week of third-quarter earnings reporting. Over one third of S&P 500 ...
For most of my career, and really my adult life, there were the “Big Four” telecom companies—Verizon (VZ), AT&T (T), T-Mobile (TMUS), and Sprint. The industry started to consolidate in 2004. When the ...
For the last two years, I have been writing about the promise of Artificial Intelligence, noting the extraordinary, unbelievable, galactic-sized capital investments needed to move this new technology ...
This week could mark something that hasn’t happened to me in years—I may end up selling my shares of AbbVie (ABBV) at a price below the market value. It’s all going to depend on if the share price ...
"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." Imagine the implications. AI and robotics could dramatically increase the supply of goods ...
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