Jeff Bezos’ Secret AI Project Could Create the Next NVIDIA-Style Boom Markets just got a violent reminder of how fragile the physical economy actually is. Oil breached $100 a barrel this week as the conflict in the Middle East intensified. Energy infrastructure is under attack. Tanker traffic is stalling in the Strait of Hormuz—a corridor that handles roughly 20% of
The Geopolitical Storm Is the Opportunity Markets began March with something they had hoped to avoid: escalation. U.S. and Israeli strikes on Iranian targets have pushed the Middle East back into the center of global risk calculations. Oil futures reacted immediately. Airlines rerouted. Equity futures turned volatile before the open. This is not just another
News Wall Street Missed Nvidia’s Real Play Let’s be real for a second. The media is totally missing the point of what happened this week. Everyone is so hyper-focused on how fast Nvidia’s new chips are, they aren’t looking at the actual business moves Jensen Huang is making. Take the new deal with Meta.
