Mindblown: a blog about philosophy.

CrowdStrike (CRWD) stock is already having a huge 2026, but Nvidia CEO Jensen Huang just offered investors another reason to stay bullish. Speaking at a Goldman Sachs technology conference, Huang said cybersecurity could become the next major growth driver for artificial intelligence and described CrowdStrike as Nvidia’s (NVDA) “number one cybersecurity partner.” That matters because…

At the press conference following his first FOMC meeting in June, Warsh announced several initiatives covering the Fed’s communications strategy, balance sheet, data sources, productivity and jobs, and inflation framework. Each is led by three outside experts drawn from academia and industry. The groups are expected to deliver preliminary findings this fall, with most wrapping…

Americans may not feel it in their wallets, but two major measures of economic well-being improved in 2025, as the nation’s poverty rate fell to a historic low and inflation-adjusted median household income reached a record high, according to new Census Bureau data. In 2025, the poverty rate in the United States dropped to an…

Key Points Plug Power is growing sales and reducing cash burn. The long-term future of hydrogen fuel remains in doubt. Wall Street is generally upbeat on Plug Power(NASDAQ: PLUG), a popular hydrogen stock. The average price target is currently $3.20, implying nearly 60% in potential upside. Some analysts are even more bullish. Jason Tilchen of…

A chipmaker and two power producers are raising forecasts and signing hyperscaler contracts while their stocks sit well off their peaks. That gap between fundamentals and price action may not last past September. September’s final trading week reveals a divergence between fundamentals and price action in AI infrastructure. Three major picks-and-shovels beneficiaries of the data…

3. Washington and Ottawa may find an off-ramp from the current trade war, but Canada will continue to reduce its vulnerability to U.S. economic pressure. It remains unclear whether last month’s breakdown in trade talks marked a true impasse or a bit of theater before a deal is struck. In recent days, Trump has turned…

Warren Buffett stepped down as chairman of Berkshire Hathaway at 96, handing one of the world’s best-known corporate boardrooms to his son Howard after more than five decades in the role. Buffett will become chairman emeritus and remain a Berkshire director and shareholder, while Greg Abel continues as chief executive. Howard Buffett, 71, has been…

Warren Buffett wrote in his 2013 letter to Berkshire Hathaway shareholders that the trustee of his wife’s inheritance should put 90% of the cash into a very low-cost S&P 500 index fund and 10% into short-term government bonds. The directive was a formal instruction for the management of his estate. The Vanguard S&P 500 ETF…

“Rare earths” and “5% US Treasury yields.” At first glance, these two pieces of news seem completely unrelated, but in fact, both are themes concerning the “foundation” of the global economy. Rare earths are essential resources that support the AI, EV, and defense industries. And US Treasury yields are said to be the benchmark that…

For the past few years, investors could hardly go wrong simply putting their money into the economy’s biggest companies. The Magnificent Seven stocks — Nvidia, Microsoft, Apple, Amazon, Meta Platforms, Alphabet, and Tesla — were almost single-handedly pulling the S&P 500 higher, and investors consistently chased them. This year has been a different story. The…