And it’s already happening on two fronts at once…

The intersection of AI, genomics, and robotic surgery…

The next medical breakthrough might not come from a lab at all…

Every time he’s made this move, it’s minted a new generation of millionaires…

For most investors, transformers, substations, circuit breakers, and switchgear aren’t exactly exciting BBQ conversation. But I’ve learned over the years that some of the best investment opportunities hide in boring places. And this week, Washington just gave us another reason to start paying attention to America’s electrical grid. President Trump signed an executive order Wednesday […]

25 years ago, the idea of letting a robot help perform surgery sounded like something out of a science-fiction movie. Today, it’s becoming routine. Intuitive Surgical (ISRG) has more than 11,000 da Vinci systems installed around the world. Stryker (SYK) has built a major orthopedic robotics business around its Mako platform. Medtronic (MDT) and Johnson […]

Tonight, the most valuable company on the planet will report earnings. And you can bet just about everyone on Wall Street will be watching. Nvidia (NVDA) is expected to report roughly $92 billion in quarterly revenue, nearly double what it generated a year ago. Data-center revenue alone is expected to approach $86 billion as demand […]

Something interesting is happening in quantum computing. And for once, I’m not talking about a computer solving some impossible math problem that none of us understand. I’m talking about money. Quantum stocks caught fire again on Friday. D-Wave Quantum (QBTS) gained 7%, Rigetti Computing (RGTI) jumped 9%, IonQ (IONQ) rallied more than 7%, and Quantum […]

What a week for bitcoin. After spending most of the summer going nowhere (and giving the crypto bears plenty to celebrate), bitcoin suddenly came roaring back to life. The world’s largest cryptocurrency surged more than 20% last week, briefly approaching $80,000 on Friday. It was bitcoin’s best week in more than two years and lifted […]

I’ve been talking about the convergence of technology and healthcare for years. And mark my words: it will change everything from how we discover new drugs to how diseases are diagnosed and treated. This week we got another glimpse of just how quickly that future is getting here. Anthropic – the company behind Claude – […]

A pair of AI smart glasses apparently helped start a fight in Iowa last week. According to police, a man wearing Ray-Ban Meta smart glasses at the Iowa State Fair was confronted by another fairgoer who didn’t like the idea that he might be recording people. Words were exchanged. Then punches. I’m certainly not recommending […]

Every self-driving company eventually needs the same thing…