AI, Oil & Military Technology

Demand for AI computing continues to exceed supply. That was the reassuring takeaway from three companies’ June-quarter earnings reports that breathed new life into worry-prone AI stocks. Jackie summarizes how the CEO of CoreWeave characterized the strong and rising demand for his company’s cloud computing services. … Also: Oil prices haven’t surged catastrophically as the Iran/US war has dragged on—yet. The measures tethering prices have time limits, though. The longer the war lasts, the higher oil prices could go. … And in our Disruptive Technologies segment, a look at the military uses of drones.