Beth Kindig

Nvidia has engineered a circular financing loop with GPU cloud providers CoreWeave and Nebius, selling them GPUs, investing billions, and guaranteeing to buy unsold capacity, creating a $35 billion de…

Micron Technology's stock surged over 900% since August 2025, adding more than $1 trillion to its market capitalization amid a severe AI-driven memory shortage. The memory market is projected to excee…