S&P 500 5,278.40 +0.45% NASDAQ 16,755.02 +0.67% DOW JONES 38,886.57 +0.32% RUSSELL 2000 2,084.45 +0.15% VIX 13.42 -1.52% GOLD 2,348.30 +0.21% OIL (WTI) 78.62 +0.18% US 10Y 4.28% -0.04%
Now Playing Latest Episode EP. 3
Latest Episode · EP. 3

Silicon Challengers: The AI Inference Wars

How a New Wave of Specialized Hardware is Threatening Nvidia's Dominance

Hosted by James Carter & Elena Park
EP 3 Silicon Challengers: The AI Inference Wars
0:00
32:15

This week's briefing.

Ep. 3

Silicon Challengers: The AI Inference Wars

Everyone knows Nvidia rules AI training, but the real battleground in the semiconductor industry has shifted: inference. As artificial intelligence…

22:35
Ep. 2

Navigating the Choke Point: Qatar, Oil, and the 2026 US-Iran Crisis

In this deep dive, we explore the intricate web of Qatar's foreign policy and its critical role in the global…

19:51
Ep. 1

Dire Straits: The 2026 Iran War and the Global Energy Shock

In this deep dive, we explore the unprecedented events of the 2026 Iran War, a conflict that rapidly escalated from…

22:32
Market Overview LIVE
S&P 500 · 1:13 PM ET
S&P 500 5,642.30 +0.53%
NASDAQ 17,891.45 +0.62%
DOW JONES 42,315.22 +0.32%
RUSSELL 2000 2,198.74 +0.62%
VIX 14.82 -3.77%
Gainers
  • NVDA +4.32%
  • META +3.21%
  • AMZN +2.18%
  • AAPL +1.87%
  • CRM +1.52%
Losers
  • XOM -2.35%
  • CVX -1.96%
  • WMT -1.45%
  • KO -1.19%
  • PG -0.92%

In-depth analysis.

View all articles