The Latte
Written by
George Babis
Connect
Aug 3, 2026
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3 min read
Aug 2, 2026
6 min read
This earnings season drew a clear line between AI earners and AI spenders.
Aug 1, 2026
Jul 31, 2026
2 min read
Jul 29, 2026
5 min read
Bloom Energy is quietly becoming one of the biggest beneficiaries of AI's electricity bottleneck.
Jul 26, 2026
Cash Flow Has Become Wall Street's Favorite AI Metric.
Jul 22, 2026
4 min read
Forgent Is Building the Infrastructure Every Data Center Needs
Jul 19, 2026
Semiconductors are nearing bear market territory, software is cracking, and geopolitics is back. The easy gains may be behind us.