SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
We haven't written up this one. Yahoo Finance has the full story — the link below goes straight to it.
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Billionaire Stanley Druckenmiller Kicked Micron to the Curb in the Second Quarter in Favor of an AI Superstar That's Gained 13,700% Since Its IPO
Key PointsQuarterly-filed Form 13Fs provide investors with a concise snapshot of the stocks that Wall Street's smartest money managers are buying and selling.
A look back at Tim Cook's 15-year tenure: Apple silicon, wearables, a $1T market cap, privacy, Apple Vision Pro, Apple Car, AI, App Store battles, and Trump (Emma Roth/The Verge)
Expectations for Tim Cook were almost impossibly high when he stepped in to replace Apple's visionary co-founder in 2011.
Anthropic signed a $35 billion cloud deal with Nvidia-backed Lambda
The agreement involves a Texas data center being developed by Hut 8 in Nueces County, adding to a string of major computing contracts
Seattle Faces Housing Slowdown as AI Reshapes Employment
Seattle is confronting a real estate slowdown as AI reshapes employment and the wealthy face new levies. Anna Edgerton explains. (Source: Bloomberg)
FPJ Quick Take At 5 PM: 'Mamata Banerjee's Niece Found Dead, Instagram Renames 'AI Creator'; Your Daily Evening Guide To News That Matters
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