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The Long Game: Hyperscaler Connectivity
Apple's AI Ambitions and the Privacy Dilemma
Market Dynamics and IPO Liquidity
The High Bar for Obesity Drugs
The AI Growth Narrative Faces a Reality Check
The Promise of Agentic AI
Apple's (NASDAQ: AAPL) Worldwide Developers Conference keynote Monday unveiled Siri AI, the biggest upgrade in Siri's history. Siri AI is powered by Google's (NASDAQ: GOOGL) Gemini models; Apple is paying Google $1 billion annually for a custom 1.2 trillion parameter Gemini LLM. Siri AI …
Key HighlightsNVIDIA's Rubin platform is expected to begin shipping in the second half of fiscal year 2027, marking the next major architectural transition after Blackwell, which currently accounts for the majority of system shipments.NVIDIA has adopted an annual new architecture cadence for its Data …
Key HighlightsIn Q1 FY2027, NVIDIA deployed $18.6 billion into private companies and infrastructure funds, a sum that exceeds the annualVenture Capitaldeployment of most developed economies.Non-marketableEquitysecurities on NVIDIA'sBalance Sheetmore than doubled from $22.3 billion to $43.4 billion in a single quarter, with cumulative gross unrealised …
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