Well, he did it. President Trump on Saturday imposed 25% tariffs on Canada and Mexico (except for oil, which got a lower rate ...

The two most surprising things that have happened over the past week or so are (1), the explosive arrival of Chinese AI app ...

Netflix reported earnings on Tuesday night, and the more time I have to digest them, the more impressive they seem. The ...

One of the biggest "new" things to come out of the Trump White House so far is yesterday's splashy announcement of "Stargate." It has sent shares of Oracle up 13% in fewer than 24 hours. It has ...

As I noted the other day, it's been a lot more active on the deal front suddenly. We talked to Dan Primack of Axios about this on the show earlier this week; he remains somewhat skeptical a major boom ...

Also, China has been under strict U.S. sanctions on leading-edge chips (like NVIDIA's H100s), and was able to make a successful AI chatbot anyway. Some have cast doubt on this, suggesting theft on ...

The two most surprising things that have happened over the past week or so are (1), the explosive arrival of Chinese AI app DeepSeek onto the world stage, and (2), the fact that President Trump ...