Hello, Reader. Software stocks didn’t feel much love approaching Valentine’s Day – and no amount of flowers and chocolate today can change that. We saw this in headline after headline… Last week, ...

Nvidia and Google are among a handful of major tech giants developing models for robotics and so-called "phyiscal AI." ...

Stocks are experiencing a rotation out of momentum-driven AI trades as investors shift their focus from pure technology companies to businesses across the broader economy that are benefiting from AI ...

What if the future of artificial intelligence wasn’t about building ever-larger models but instead about doing more with less? In a stunning upset, the 27-million-parameter Hierarchical Reasoning ...

Some of the leading AI stocks have encountered turbulence since Q4 2025. The selling in the tech/AI names is generating cash, ...