Talk Your Book: Investing in a Concentrated Stock Market

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1 min read

Talk Your Book: Investing in a Concentrated Stock Market

Posted February 2, 2026 by Ben Carlson Today’s Talk Your Book is brought to you by State Street Investment Management: Click here to learn more about State Street Investment Management The income squeeze: How market concentration is reshaping equity returns Why a small-cap break out is bullish for the broader economy The tailwinds that have lead […]

4 mins read

NVIDIA is still planning to make a ‘huge’ investment in OpenAI, CEO says

NVIDIA CEO Jensen Huang told reporters that the company will “invest a great deal of money” in OpenAI’s latest funding round, according to Bloomberg, after The Wall Street Journal on Friday reported that the two companies were rethinking a previous $100 billion deal that hasn’t “progressed beyond the early stages” of negotiations. Speaking to reporters […]

1 min read

Physical Intelligence, Stripe veteran Lachy Groom’s latest bet, is building Silicon Valley’s buzziest robot brains

From the street, the only indication I’ve found Physical Intelligence’s headquarters in San Francisco is a pi symbol that’s a slightly different color than the rest of the door. When I walk in, I’m immediately confronted with activity. There’s no reception desk, no gleaming logo in fluorescent lights. Inside, the space is a giant concrete […]

11 mins read

AMD CES 2026 gaming trends press Q&A roundtable transcript — ‘we see a little bit of an uptick in the percentage of AM4 versus AM5 platforms’

In our final CES 2026 Q&A session for Tom’s Hardware Premium, we had the opportunity to sit down with AMD in Las Vegas, Nevada, to discuss the evolving PC hardware landscape and how products like the Ryzen AI 400 might make a splash over the coming year. If you’ve not checked out our previous rounds […]

39 mins read

Animal Spirits: Hi-Yo Silver!

.bh__table, .bh__table_header, .bh__table_cell { border: 1px solid #dddddd; } .bh__table_cell { padding: 5px; background-color: #dddddd; } .bh__table_cell p { color: #222222; font-family: ‘Helvetica’,Arial,sans-serif !important; overflow-wrap: break-word; } .bh__table_header { padding: 5px; background-color:#dddddd; } .bh__table_header p { color: #222222; font-family:’Trebuchet MS’,’Lucida Grande’,Tahoma,sans-serif !important; overflow-wrap: break-word; } Advertisement Differentiated Alternative Investments in Accessible Interval Fund Structures CION […]

2 mins read