The Latte
Written by
George Babis
Connect
Sep 23, 2026
•
8 min read
The AI infrastructure stack is expanding—and Sandisk sits at the center of the shift toward storage-intensive inference.
Sep 20, 2026
6 min read
AI vs. everything else.
Sep 16, 2026
7 min read
Forgent just delivered 94% revenue growth and entered FY2027 with $3 billion of backlog.
Sep 13, 2026
Sticky inflation, rising yields, and a weakening consumer are leaving the Fed with no easy move.
Sep 9, 2026
As AI moves into robots, vehicles, drones and machines, Ouster is building the technology that helps them see the world.
Sep 6, 2026
A resilient labor market has revived rate hike fears just as stocks were approaching record highs.
Sep 2, 2026
The weight-loss story is only the beginning. Hims is building a global consumer healthcare platform with multiple growth engines.
Aug 30, 2026
Nvidia crushes expectations as hyperscaler AI spending accelerates toward $1.3 trillion.
Aug 26, 2026
The stock has fallen sharply, but subscriber growth, profitability and the broader fintech platform continue moving in the right direction.
