The reverberations through Wall Street were palpable as the first quarter of 2025 drew to a close. The Nasdaq 100, the bellwether index for the technology sector, had just concluded its most turbulent period in nearly three years, a dramatic downturn fueled by a confluence of economic anxieties and, most notably, escalating fears of an […]
Author Archives: Douglas Davenport
31
Mar
Mar
(INOD), (NVDA), (IBM) A few months ago, I found myself trading shots of sake with the CTO of Japan’s largest AI firm at 2 AM in a Tokyo back-alley izakaya – the kind of place where salarymen go to forget debugging nightmares. After his fourth drink, he leaned in conspiratorially. “You know what’s funny?” he […]
Washington D.C. – A seismic shift is underway in the landscape of financial regulation, as burgeoning calls for the deregulation of artificial intelligence (AI) within the sector gain momentum. While proponents tout the potential for innovation and efficiency, a growing chorus of experts warns that unchecked AI deployment could unleash unprecedented volatility and systemic risk […]
24
Mar
Mar
(NVDA), (AAPL), (NFLX), (AMD), (IBM), (AMZN), (GOOGL), (META) I was sipping an overpriced airport cappuccino when Jensen Huang strutted onto the GTC 2025 stage. My seatmate didn’t recognize him, but I’d been at a private dinner with one of Nvidia’s VPs the night before. After 40 years covering tech from Tokyo to Wall Street, you […]
(MRVL), (MSFT), (NVDA), (META), (AVGO) Back in 1981, when I was tramping through the backcountry of Japan researching semiconductor factories, a wise old engineer told me something I’ve never forgotten: “Young man, in technology, the custom always beats the commodity.” Four decades later, watching Marvell Technology’s (MRVL) strategic pivot to custom AI silicon, that weathered […]
(TEM), (ILMN) Last weekend, my daughter, the computer science whiz studying at UC, called me with a question about healthcare AI companies for her investment project. “Dad, my professor says these healthcare AI stocks are just cash incinerators with no path to profitability,” she explained. “Should I avoid the whole sector?” I was cutting vegetables […]
Oracle Financial Services Supercharges Investigation Hub with AI Agents, Revolutionizing Financial Crime Detection In a significant leap forward for financial crime prevention, Oracle Financial Services has unveiled a major enhancement to its Investigation Hub Cloud Service, integrating a powerful suite of artificial intelligence (AI) agents and agentic workflows. This advancement promises to dramatically accelerate and […]
12
Mar
Mar
(AVGO), (MSFT), (AMZN), (GOOG), (META), (INTC), (MRVL) The panicked messages flooded my inbox last week as tech stocks took a nosedive. One subject line simply read: “BROADCOM – SELL NOW???” Another longtime reader called me at 5:30 AM (clearly forgetting about time zones) asking if the AI bubble had finally burst. His portfolio was bleeding […]
In the burgeoning landscape of artificial intelligence, where massive foundation models (FMs) reign supreme, a new player has emerged, promising to democratize access and accelerate innovation. Together, AI, a startup founded by a team of seasoned AI researchers and engineers, is rapidly gaining traction with its platform designed to simplify the development and deployment of […]
In the dynamic world of international finance, where currency fluctuations can significantly impact business outcomes, effective foreign exchange (FX) risk management is paramount. Deaglo, a pioneering FinTech company, is at the forefront of this critical domain, leveraging cutting-edge technology to empower businesses and financial institutions with unprecedented control over their FX exposures. A Visionary Approach […]