As of Friday morning, the primary stock bought within the Patriot Portfolio was right-leaning video platform Rumble Inc. (RUM), followed by Black Rifle Coffee Company (BRCC), Tesla Inc. (TSLA), Trump ...

The best Stratechery content from the week of March 17, 2025, including why Nvidia’s response to ASICs, a fight with China over the Panama Canal, and an interview with Sam Altman.

The mag seven tech stocks added more than $1.8tr in market value on Wednesday after Donald Trump unexpectedly paused a swathe ...

Google Cloud and NVIDIA join forces to bring secure, high-performance agentic AI to enterprises. Analyst uses a computer and dashboard for analysis of information on complex data. Google Cloud and ...

It's not clear why the chat rep was under the impression that the VPA program had ended. As of right now, you can still head ...

Michela Tindera Last week, on what he dubbed ‘liberation day’, US President Donald Trump unveiled tariffs of more than 40 per cent on some of America’s biggest trading partners. The news sent markets ...

Nvidia Corporation stock is oversold amid trade woes, but it has strong AI-driven growth, exemptions on tariffs, and ...

Nvidia Corp.'s stock is falling again on Monday as tariff fears drive a further market selloff. But Bernstein analyst Stacy Rasgon said there could be "one (small) silver lining" for the chip company.

Trump's tariffs have created volatility in the markets, hitting semiconductor stocks particularly hard. Learn how these ...

Christopher Ruane has been eyeing Nvidia stock as a potential addition to his portfolio for a while. Is a recent price fall ...