AI and enterprise software

AI Security

+9

OpenAI Just Raised $110 Billion. Amazon, Nvidia, and SoftBank Are Betting the AI Race Is Far From Over, Here's What It Means for Your Portfolio

Mar 3, 2026

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10 min read

OpenAI Just Raised $110 Billion. Amazon, Nvidia, and SoftBank Are Betting the AI Race Is Far From Over, Here's What It Means for Your Portfolio

OpenAI signed a Pentagon deal to run AI on classified military networks

Andrew Green

Nvidia Partnerships

+9

Nvidia Earnings: $68 Billion in 90 Days. Wall Street Still Doesn't Fully Believe It

Feb 26, 2026

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11 min read

Nvidia Earnings: $68 Billion in 90 Days. Wall Street Still Doesn't Fully Believe It

$68.1 billion in 90 days. $78 billion guidance for next quarter

Andrew Green

Palo Alto Networks stock

+9

$2 Trillion Wiped Out. JPMorgan Says the Software Selloff Went Too Far

Feb 17, 2026

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8 min read

$2 Trillion Wiped Out. JPMorgan Says the Software Selloff Went Too Far

Here's what the data says and where smart money is moving next

Andrew Green