AMD’s market cap had now risen 65x from $10B to $650B+ since Sky Sports asked Lisa Su if she could “speak English” at the starting grid during 2018 F1 Chinese Grand Prix.
Death is always lurking. We see it in violence, in the wounds of the world, in the cry of pain that rises from every corner because of the abuses that crush the weakest among us, because of the idolatry of profit that plunders the earth’s resources, because of the violence of war that kills and destroys. #Easter
Jensen Huang once said there was ‘no evidence’ Nvidia chips were getting diverted to China. The scandal at Super Micro suggests otherwise. https://t.co/h5ZAEuHssp
SCOOP: Nvidia has received purchase orders from China for its H200 chips and is restarting manufacturing, CEO Jensen Huang tells me. Huang says Nvidia now has clearance from BOTH the U.S. and China. https://t.co/ssviPo1rCh $NVDA
Iran conflict and chip supply chain. Advanced chips rely on some surprising ingredients.
Helium helps cool wafers and move gases through chip-making machines so the process stays stable and ultra-precise.
Sulfur is used in gases that “etch” microscopic patterns into silicon — essentially carving the circuits.
No helium = less stable manufacturing.
No sulfur-based etching gases = no tiny chip features.
Official statements placing U.S. forces in the area – along w/ analysis of social posts, videos, sat. images – suggest U.S. forces bombed a school in Minab, Iran during strikes targeting an IRGC base. Over 150 were killed, Iranian officials say. https://t.co/ZFIjTVPjBZ
NEW: You may remember that on the same day last year Pres. Trump announced H200s could be sold to China, the DOJ announced it had broken up a chip smuggling ring.
I dug into the court docs that detail how the U.S. smugglers did it, and have identified the🇨🇳buyer:
“Nvidia’s results are a critical health check on AI spending.”
That’s how @andrewrocco1 of Zacks Investment Research frames this week’s earnings report.
Rocco says the numbers will offer clues not only on AI demand broadly, but also on partners like CoreWeave and Nebius Group.
Reporting by @britneycath via @MarketWatch.
https://t.co/AC4bzHb7xa
A man, whose family requested a Hmong interpreter, is detained after ICE agents and other law enforcement officers conducted an immigration raid at his home, days after an ICE agent fatally shot Renee Nicole Good, in St. Paul, Minnesota, U.S., January 18, 2026.REUTERS/Leah Millis
DataTrek's Nick Colas: "Overall, Big Tech stocks represent 49% of the S&P 500’s total 16.4% gain on the year." @MarketWatch@britneycath https://t.co/ODu2AjZrmg
.@ilyasut finally goes on record admitting we don’t know how to meaningfully improve AI going forward.
Last week, @britneycath from @MarketWatch and I sat down to discuss what’s next for AI: the upcoming battle for AI browsers, world models, and the need to move beyond simple, predictable probability distributions.
Read more here: https://t.co/FMbQU8WHtY
And why AI is stuck here: https://t.co/IGygegUZgX
Palestinian children have been killed at a rate of more than one child per hour during Israel's war in Gaza.
“A whole classroom of children killed every day for nearly two years,” UNICEF’s executive director said.
Here are some of their stories: https://t.co/Z0qPQHviJb