Jason SimpkinsPosted October 13, 2026
Google just put an AI data center in orbit. The companies building the hardware behind that race are a better bet than SpaceX...
Jason SimpkinsPosted October 12, 2026
Reported GPS spoofing jumped 193% in two years, tricking planes and ships with fake positions that look real. Satellites can't fix it, but one small quantum company can...
Brian HicksPosted October 10, 2026
Sometime during the early 2000s, the technology industry pulled off one of the greatest marketing tricks in history. It took something extraordinarily physical and made it sound like it didn't...
Jason WilliamsPosted October 9, 2026
Everyone’s warning that the AI bubble is about to burst. But history suggests that may be exactly why betting it still has room to run is the smartest move to make.
Jason WilliamsPosted October 8, 2026
Nearly $8 trillion is sitting on the sidelines — the biggest cash pile ever. History says that’s not a warning sign. It’s fuel for the next leg of the bull market.
Brian HicksPosted October 7, 2026
Once businesses became dependent on the internet, downtime became expensive. Servers had to work all the time. And that required better infrastructure. Suddenly the room containing the computers was...
Jason SimpkinsPosted October 6, 2026
GPS just went down over Los Angeles. The phone calls, trades, and power lines that run on GPS time have no backup — but one small quantum company has built one...
Jason SimpkinsPosted October 5, 2026
An AI-designed drug appeared to turn back patients' biological age. Big Pharma is pouring billions into AI drug discovery, and one small company got there first.
Brian HicksPosted October 3, 2026
The first IBM mainframes required corporate computer centers. The internet would require buildings filled with servers. The cloud would require enormous hyperscale campuses. And artificial...
Jason WilliamsPosted October 2, 2026
Nvidia is backing a radically different approach to AI infrastructure that will turn ordinary homes into part of the computing network and create a new opportunity for investors...
Jason WilliamsPosted October 1, 2026
Decades of mining left behind mountains discarded material. Now, some of that “waste” could become a critical source of rare earths and a major opportunity for investors.
Brian HicksPosted September 30, 2026
Sometimes what a country does with its money tells you more than what its leaders say behind a podium. And China has been buying gold at a staggering pace...