A Tale of Two Healthcare Markets: Merck’s Billion-Dollar Buyout and Oscar’s Digital Grind
The healthcare sector rarely moves in a straight line, and looking at the latest market activity, the contrast between traditional...
Business
Crude Awakening: Inside the US-Iran Breakthrough and What It Means for Global Energy
We’ve been down this road before. Back in early April, a brief glimmer of hope emerged when the United States...
The Great AI Deflation: Plunging Compute Costs, the Blackwell Tidal Wave, and Semiconductor Whiplash
I grabbed lunch recently with the CEO of a major AI infrastructure firm. I can't drop names, but he let...
