Nvidia just delivered another record quarter. The company now accounts for 7.5% of the S&P 500 and is the only publicly traded company valued over $4 trillion.

Here's how Nvidia’s Q2 played out:

But instead of rallying, the stock fell about 3% after hours.

Nvidia’s revenue jump of 56% year over year is a massive gain by most standards, but it’s actually the slowest growth rate seen in over two years.

A large part of Nvidia’s recent performance was shaped by policy decisions, not market forces:

Behind the headlines, there is plenty of reason for optimism. Nvidia’s Q2 story was all about data centers, and that isn’t expected to slow down:

And while fears of an AI bubble are rising, the stock’s earnings multiple looks relatively reasonable at 51—especially next to Palantir, which trades at a sky-high 527.

There’s a potential shift underway: a transition from hypergrowth to something closer to normalization. But what’s most important isn’t just Nvidia’s numbers, it’s what those numbers represent.

Nvidia has become a barometer for AI market sentiment. When it beats, the sector rallies; when it slows, the ripple spreads. Or in the WSJ’s words: “Nvidia’s life as an AI kingmaker also means the crown sometimes lies heavy.”

AI wearables are having a moment. Maybe you skipped Meta’s smart glasses, or watched the Humane pin flame out, but there’s a new contender worth your attention. And if the trend is any indication, this kind of tech could soon become the norm in your office.

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Anthropic says its chatbot Claude has been moonlighting for hackers and even North Korean operatives. It’s been caught drafting ransom notes, plotting attacks, and helping scammers fake résumés to land U.S. tech jobs. The company shut it down and is beefing up defenses, but what a long way we’ve come from the days of Nigerian princes asking for wire transfers.

MIT says 95% of GenAI pilots are belly-flopping. Maisa AI thinks the fix isn’t flashier chatbots but dependable “digital workers” you can trust. With a fresh $25M seed, its Maisa Studio lets you describe a task in plain English, and the AI builds a step-by-step workflow to execute it. With built-in guardrails to cut down on hallucinations and errors, it aims to be a smarter, modern upgrade to old-school process automation. Maisa’s CEO sums up the company’s philosophy bluntly: “The future belongs to transparent, maintainable AI systems. Everything else is just expensive technical debt with good marketing.”

Microsoft just unveiled its first in-house AI models: MAI-Voice-1 and MAI-1-preview. Unlike Copilot, which mostly runs on OpenAI’s GPT models, these models were fully built by Microsoft’s own AI team. MAI-Voice-1 can spit out a minute of audio in under a second on a single GPU, while MAI-1-preview, trained on 15,000 Nvidia H100s, tackles text queries with a consumer-first focus. The launch gives Microsoft more control over costs and product direction, while also hinting that its partnership with OpenAI may shift from reliance to balance. Hopefully the model is more interesting than its name, which sounds like somebody fell asleep on the keyboard.

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AI’s reshaping the U.S. job market, and not everyone’s winning. A Stanford study found entry-level workers in AI-exposed fields like customer service, accounting, and software development have seen employment drop 13% since 2022. Young workers (ages 22–25) are hit hardest, while older employees, and those in less AI-exposed sectors like healthcare, have held steady or grown.

On the flip side, AI is juicing the economy in less obvious ways.

In fact, this year marks the first time spending on data centers will surpass office buildings.

👉The long-term story is less about loss and more about transformation—disruption in some areas, but growth for the economy and society as a whole.