Unhealthy Concentration in the Tech Firmament The diversification imperative has been spurned for the AI horn of plenty
Tales from the Melt-Up in the AI Time Machine Foxconn goes from iPhones to AI gear; Cisco goes into retro 1999 party mode while reducing headcount
Nvidia Continues to Excel, But Some Factors are Beyond Its Control AI needs greater revenue-generating enterprise demand to keep Nvidia's wheel of fortune spinning
Oracle Takes a Tumble as Investors Get Jittery About AI Spending The risks are real; the market is right to price them into calculations