Nvidia drives the AI economy. It just hit a new speed limit
Nvidia just delivered one of the biggest quarters in history, but the AI gold rush is colliding with power limits,
All posts by Shannon Carroll
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Shannon Carroll
10:29
Investors want more than another Nvidia earnings beat
Nvidia is expected to deliver big on Wednesday, but investors want guidance clarity on China, Blackwell shipments, and AI demand
Shannon Carroll
09:22
Nvidia, core PCE, and Dollar General: Stocks and data to watch this week
A packed week brings housing reads, AI earnings, and PCE inflation — each one a stitch in the macro quilt
Shannon Carroll
01:25
Canada removes billions in tariffs on U.S. imports after Trump-Carney call
Ottawa dials back retaliatory tariffs on consumer goods, leaving core fights over metals and autos in place ahead of the
Shannon Carroll
15:23
China’s robot Olympics just ended. Will humanoids be in our homes in the next year?
The World Humanoid Robot Games turned pratfalls into policy theater — showcasing just how far robots still have to go...
Shannon Carroll
10:19
Fed minutes, Target, Walmart, and more: Stocks and data to watch this week
Jerome Powell’s Jackson Hole address caps a week stacked with housing reports, retail earnings, and fresh clues on the Fed’s
Shannon Carroll
10:19
PPI shows the economy isn’t getting a fairytale ending
Goldilocks isn’t dead, but any economic margin for error is. The PPI just put the burden of proof on the
Shannon Carroll
09:23
Trump calls Elon Musk ‘the man who lost his mind’
In an interview with ABC News (DIS) early Friday morning, President Donald Trump brushed off the suggestion of reconciling with
Shannon Carroll
09:21
Tesla stock rebounds 5%. Wedbush says shares were ‘way oversold’ on the Trump-Musk breakup
Tesla (TSLA) investors exhaled Friday. After a brutal selloff that shaved more than $150 billion off the EV-maker’s market cap
Shannon Carroll
11:21
Tesla’s make-or-break robotaxi moment is here. Can Elon Musk deliver?
Elon Musk has been promising robotaxis since at least 2016. Back then, the idea sounded like a bit like science
