UPDATED OCTOBER 29, 2026
UPDATED OCTOBER 29, 2026

The Frontier

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  • · 28d ago

    Jordi Visser explains that tech stock multiples are compressing because artificial intelligence makes corporate terminal value highly uncertain five years out. This structural shift explains why companies like Nvidia and Micron trade at low price-to-earnings ratios.

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  • · 2mo ago

    Micron agreed to invest $250 million in Trump accounts, which are government-funded child investment accounts. This program has been heavily backed by individual philanthropy, including a $6.25 billion donation from Michael and Susan Dell.

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