Sovereign AI

Korea’s sovereign AI factory is really a $10B financing story

The headline number out of Korea this week is 200 megawatts. It is the wrong number to watch. NAVER, NVIDIA…

2 months ago

Nvidia Stock Barely Moved on July 1. Everything Around It Repriced

NVIDIA closed at $197.58 on Wednesday, July 1, 2026, down 1.25%. In a normal tape that is rounding error. On…

3 months ago

Palantir Stock’s $22 Billion Day: What the NVIDIA Deal Really Buys

Palantir Technologies closed at $125.73 on Wednesday, July 1, 2026 — up 7.8% in a session that added roughly $21.7…

3 months ago