Buy Confluent For The Attractive Arbitrage Spread, Buy IBM For Potential Hybrid Cloud Dominance

IBM acquires Confluent for $11B, creating an arbitrage opportunity and boosting data streaming in its AI stack.

Minh Nguyen and John Avera, Co-Founders of xOrbita, on Building the Newest "Air Traffic Control" Infrastructure for Space

Orbita, co-founded by Minh Nguyen and John Avera, developed an AI-powered CubeSat constellation to detect sub-centimeter ...

AI Data Centers Have Paid $6B+ In Tariffs In 2025 — A Cost To U.S. AI Competitiveness?

AI data centers may pay $6B in tariffs in 2025, adding costs to servers and infrastructure. How tariffs shape U.S. AI ...