Keep pulling the thread on Kyle Grieve.
AI startup Thinking Machines, founded by former OpenAI executive Mira Murati, raised approximately $2 billion in a seed round at a $10 billion valuation without a product.
AI startup Thinking Machines is reportedly seeking a new funding round that would value the company at $50 billion.
An unnamed AI company founded by a former OpenAI scientist raised $2 billion at a $32 billion valuation without having a product.
The U.S. CHIPS Act authorized nearly $53 billion in federal spending to support domestic semiconductor manufacturing and research.
The European Union has enacted its own CHIPS Act, allocating $16.5 billion in funding for its semiconductor industry.
Analyst estimates predict Nvidia will grow its EPS by nearly 60% in the next year.
Analysts predict that Nvidia's EPS will continue to grow at a compounded rate well above 50% into 2027.
JP Morgan analysts predict that the total cash outlay for AI infrastructure will be approximately $5 trillion.
The P/E ratio of the S&P 500 was 31 times at the end of 2025.
Excluding the Magnificent Seven, the remaining 493 companies in the S&P 500 traded at a P/E ratio of 19 times.
Nvidia's stock was up 34% year-to-date at the time of the recording.
Constellation Software experienced a 56% drawdown in its stock price between May 2025 and February 2026.