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Why Nvidia's Nightmare May Be Just Beginning
Why Nvidia's Nightmare May Be Just Beginning
Submitted by QTR's Fringe FinanceJust to put a bow on the Jensen Huang saga, before this story broke in a big way, I wrote that investors should be preparing for more bad news across the AI trade. I still believe that’s the case, and arguably more so now than I did a few days ago.Just hours after I raised the question of whether Nvidia CEO Jensen Huang could be forced to resign…a possibility that virtually nobody seemed to be discussing at the time…Huang...
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Apr 16, 2026 / Tyler Durden
From Supply-Chain Risk To National Security Imperative: U.S. Government Embraces Anthropic's Mythos AI
From Supply-Chain Risk To National Security Imperative: U.S. Government Embraces Anthropic's Mythos AI
In a striking reversal that underscores the breakneck pace of the AI arms race, the White House has directed federal agencies to begin using Anthropic’s most dangerous new model - Claude Mythos - despite months of public friction between the Trump administration and the San Francisco-based AI company (read on to see how we reconcile this with the Pentagon's "supply-chain risk" designation).
The move, detailed in an internal Office of Management and Budget (OMB) memo circulated this week,...
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Nov 4, 2026 / Tyler Durden
'Sharply Negative': Kremlin Concerned Democratic Sweep Will Imperil US-Russia Peace Efforts
'Sharply Negative': Kremlin Concerned Democratic Sweep Will Imperil US-Russia Peace Efforts
While the Iranians are celebrating with smug satisfaction the Democrats' historic midterm blue tsunami in the US midterm elections, Russia's leadership is reacting very differently.Deputy Foreign Minister Sergey Ryabkov on Wednesday bluntly stated that that leaders in the US Democratic Party have a "sharply negative" approach to relations with Moscow.
via AFP
"We will continue our work in accordance with the directives of the President of the Russian Federation," he added, coming at a sensitive moment where the Kremlin has been...
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Jun 17, 2026 / Tyler Durden
"The Situation Has Become Unsustainable": Apple To Hike Prices To Offset Soaring Memory Costs
"The Situation Has Become Unsustainable": Apple To Hike Prices To Offset Soaring Memory Costs
Up until now, Americans primarily hated the flood of data centers popping up around the country like mushrooms (at least those that haven't been canceled or delayed due to regulatory pushback, lack of electricity or outright hostility) because of surging electricity prices and the rising tide of unemployment as chabots gradually make America's white collar workers obsolete. Now they can add surging consumer price inflation to the list of reasons to hate data centers, whose ravenous...
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