Broadcom: 5th XPU Customer, Growth-Adjusted Multiples Compelling (Rating Upgrade)

Broadcom’s $73 billion AI-related backlog and a significant 5th XPU customer with a $1 billion order are both positive ...

I've put Nvidia's new DLSS 4.5 to the test: Here's how to enable it yourself and whether you should

With version 4.5, Nvidia has introduced three new elements to its AI-powered suite of rendering technologies: a second ...

Quantum Acceleration For Frontier AI: Does It Cut The Cost Of Training?

Where, exactly, could quantum hardware reduce end-to-end training cost rather than merely improve asymptotic complexity on a ...

Wall Street Breakfast Podcast: Selloff To Surge In Defense

Defense stocks rebound as Trump proposes $1.5T ‘Dream Military’ budget plan. Ford to get eyes-off driving tech, starting with ...

For 2hollis, Music Is a Family Business. So We Interviewed Him and His Dad.

The 22-year-old pop phenom’s father is John Herndon of the post-rock band Tortoise. They chatted about songwriting, nepotism ...