(NBIS), (MSFT), (META), (NVDA), (CRWV), (UBER) If you blinked, you probably missed Nebius (NBIS) go from tech minnow to headline-snagging AI infrastructure juggernaut. In Q3 ’25, they clocked $146 million in revenue, up a dizzying 355% year-over-year. Wall Street yawned because it fell short of a $155 million consensus. But if you’re playing this game […]
Category Archives: Mad Hedge AI
12
Nov
Nov
(NVDA), (AMD), (AMAT), (ASML), (META) Last quarter, a senior AI architect I’ve known for years quietly left his plush post at Nvidia (NVDA). Where did he land? AMD (AMD). When the talent starts migrating, especially the ones who know how the sausage gets coded, you can bet they see the shift before the market does. […]
OpenAI’s top executives were engaged in a frantic damage control effort throughout Thursday, racing to contain widespread alarm over the artificial intelligence company’s financial strategy after its Chief Financial Officer, Sarah Friar, publicly suggested that the U.S. government could “backstop” the firm’s massive funding deals. The initial suggestion, made during an interview at a Wall […]
Global stock markets fell sharply this week amid mounting concerns that the extraordinary rise in the valuations of Artificial Intelligence (AI) companies may be cooling. A wave of selling swept across the U.S., Asian, and European markets, fueled by fears that tech valuations have become overheated and by warnings from major banking executives about the […]
03
Nov
Nov
(STRL), (PSIX), (POWL), (AGX) I’ll never forget this supply convoy I was part of in Iraq. We had all the shiny new vehicles with digital dashboards and enough electronics to make NASA jealous. But when we got hit, every fancy system went dark. It wasn’t the high-tech gear that got us moving again. Instead, it […]
In corporate boardrooms and finance departments worldwide, a silent revolution is underway, rewriting the script for how companies communicate their performance. Generative Artificial Intelligence (AI), the technology behind tools like ChatGPT, is increasingly being tasked with drafting sections of crucial financial reports—from the detailed footnotes to the narrative-heavy Management’s Discussion and Analysis (MD&A). This shift […]
The explosive rise of Artificial Intelligence (AI) stocks has been the defining narrative of the global equity markets since late 2022. Driven by the groundbreaking capabilities of generative AI—epitomized by models like ChatGPT and the relentless demand for the hardware that powers them—the sector has soared to valuations that defy traditional metrics. Companies central to […]
24
Oct
Oct
(NVDA), (AMD), (ORCL), (MSFT), (GOOG), (AMZN), (META) I bumped into an old trading buddy at the Whole Foods in Mill Valley last month. He runs infrastructure at one of the hyperscalers now, and while we were both reaching for the same overpriced organic coffee, he mentioned something that stopped me cold. “We’re not buying AI […]
Mad Hedge AI
Decentralized AI Rises: Bluwhale Secures $10M Series A to Deploy AI Agents Across Blockchains
22
Oct
Oct
In a definitive sign that the convergence of artificial intelligence and Web3 is moving from theoretical possibility to institutional reality, Bluwhale, the decentralized AI network, today announced the successful close of a $10 million Series A funding round. The strategic investment, which drew backing from a powerful coalition of traditional financial giants and leading layer-1 […]
In a development shaking both Wall Street and Silicon Valley, researchers at the NYU Stern School of Business have revealed that a series of advanced artificial intelligence systems have successfully passed what many consider the world’s most demanding finance test: the Chartered Financial Analyst (CFA) Level III exam. The study, published last month by Stern’s […]