Beth Kindig

Year-over-year CPI moved from 2.4% before the war to 4.2% as of May 30th, and the yield on the 30-year Treasury climbed to 5.2%, a level we have not seen.

The S&P 500 shrugged off the Iran war. Discover the real driver—global liquidity—and what could finally disrupt the rally.

Micron has surged 900%, but the AI memory trade may still have upside. HBM shortages, rising demand, and delayed supply could drive...

Summary In less than a year's time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective.

As power and memory constraints intensify, tokens per watt is becoming the key AI metric. Learn how Nvidia's offload engines improve GPU...

Summary Amid memory and power constraints, tokens per watt are key to hyperscalers growing inference revenue and expanding margins.

Summary Offload engines can increase tokens per watt by keeping XPUs fed with KV cache instead of sitting idle or recomputing.

Big Tech earnings are under the spotlight as investors assess whether AI revenue growth is finally catching up with record…

Summary Although Big Tech companies are driving the AI trade, their share price performance is deeply lagging behind AI buildout suppliers in 2026.

Most of Big Tech is tapping capital markets to fortify their balance sheets, leading to huge debt increases. Click for a look at what the biggest players are doing.