The company sees a bigger impact from tariffs than initially expected.

Despite AI demand, SMCI faces scrutiny with divided analyst outlook and valuation risks.

Earnings, outages, and M&A spotlight identity and zero trust as core security spend priorities. CrowdStrike, Okta, and Palo Alto lead while incidents and AI-era risks drive urgency.

An analysis and commentary on the financial markets.

NVDA stock is maturing and the more and more people who own it and focus on it, the less likely we will see surprises and outside the norm reactions.