The Silicon Insider

NVIDIA GTC: The Trillion Dollar Revenue Forecast & The Memory Bubble

20 Mar 2026

Contributed by Lukas

From NVIDIA's trillion-dollar dreams to the surging "AI memory" bubble, Mike Malone and Scott Budman break down the biggest week in Silicon Valley his...

Pentagon Picks OpenAI Over Anthropic & How Global Conflict Is Shaking Silicon Valley

06 Mar 2026

Contributed by Lukas

In a week defined by war and shifting alliances, Mike Malone and Scott Budman break down the Pentagon's pivot from Anthropic to OpenAI and the sur...

The AI Land Rush: From Silicon Valley to Stillwater, Oklahoma

13 Feb 2026

Contributed by Lukas

From a 50,000 Dow to a 600-point slide, Mike Malone and Scott Budman break down the week's market madness and the viral "Cassandra" essa...

Claude Co-worker & The Market Bloodbath: Is AI Killing Middle Management?

06 Feb 2026

Contributed by Lukas

Is the AI bubble about to burst? Mike Malone and Scott Budman dive into the market bloodbath triggered by Anthropic's Claude Co-worker and the gro...

Microsoft’s $357B Crash & The AI "Infrastructure Wall

31 Jan 2026

Contributed by Lukas

Mike Malone and Scott Budman discuss the massive Microsoft stock plunge, Apple's surprising earnings, and the future of AI-powered hardware design...

The Billionaire Exodus: Who's Leaving California Over New Taxes?

16 Jan 2026

Contributed by Lukas

Mike Malone and Scott Budman explore the $250 billion semiconductor deal between Taiwan and the U.S. and what it means for the future of AI. They dive...

CES 2026: Nvidia, Physical AI, and the Future of Robotics

09 Jan 2026

Contributed by Lukas

Mike Malone and Scott Budman break down the biggest trends from CES 2026, focusing on the rise of physical AI and Nvidia's massive influence. They...

Inflation Drops to 2.7% & The Oracle AI Stock Crash

20 Dec 2025

Contributed by Lukas

Mike Malone and Scott Budman dissect the week's biggest tech and economic stories, starting with a look at the new inflation numbers and what they mea...

Elizabeth Holmes Seeks Pardon, Vanguard Goes Crypto & Linux Overtakes Windows

06 Dec 2025

Contributed by Lukas

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with Elizabeth Holmes' audacious social media campaign for a presidenti...

Big Tech Wins: Meta Beats FTC Antitrust Suit—Amazon is Next?

22 Nov 2025

Contributed by Lukas

The FTC loses its landmark antitrust case against Meta—what does this mean for Amazon and the rest of the Big Tech companies? We also dive into the ...

Tesla Stock Drops 10% After Elon's $1 Trillion Payday

14 Nov 2025

Contributed by Lukas

Mike Malone and Scott Budman dissect the week's biggest stories, starting with a review of the volatile stock market, driven by record highs and s...

Google vs. Nvidia in the Chip War: Can Google's TPU Compete?

07 Nov 2025

Contributed by Lukas

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the potential impact of the FAA government shutdown on Silicon...

Nvidia is the First $5 Trillion Company! Soybeans, and the Future of China Tech

31 Oct 2025

Contributed by Lukas

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the staggering news of Nvidia becoming the first $5 trillion c...

OpenAI's $500B Valuation & The Deepfake Tsunami

25 Oct 2025

Contributed by Lukas

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with OpenAI's massive $500 billion valuation and the controvers...

Big Open ai Sora release & recent Tesla gains

03 Oct 2025

Contributed by Lukas

This week on The Silicon Insider

Trump's $100K H-1B Visa Fee & The TikTok Oracle Deal

26 Sep 2025

Contributed by Lukas

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect President Trump's executive order imposing a $100,000 fee for...

Oracle, Stagflation, and Apple's iPhone 17

12 Sep 2025

Contributed by Lukas

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From Oracle's record-bre...

Google's Monopoly & The Future of Privacy

05 Sep 2025

Contributed by Lukas

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the recent anti-trust d...

The Fed, Canada & AI's Unprofitable Promise

29 Aug 2025

Contributed by Lukas

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From Intel's strategic p...

Trump's Intel Deal & The AI Bubble

23 Aug 2025

Contributed by Lukas

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the surprising deal between the Trump...

Crypto is Back & The Future of IPOs

15 Aug 2025

Contributed by Lukas

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the surprising deal bet...

Tariffs, the Fed, & Amazon's Stock Drop

01 Aug 2025

Contributed by Lukas

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the ongoing US-China tariff situation...

Google's AI Success & Intel's Challenges

25 Jul 2025

Contributed by Lukas

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the latest trade deals ...

Elon Musk's Political Party, Tim Cook's Retirement & NVIDIA's $4 Trillion Secret

11 Jul 2025

Contributed by Lukas

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From NVIDIA's historic $...

Budget Bill, Crypto, AI & Tech News

04 Jul 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the recently passed budget bill, discuss the latest developments in crypto and a new bank forming...

Major Salesforce Customer Service Ai Report & Other Market Updates

27 Jun 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the recent Salesforce Ai customer service report and other market updates.

News Recap and Other Market Updates

20 Jun 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss mass layoffs, a recap of news from the break and other market updates.

Judge Halts Trump Tariffs & China Trade War Updates

30 May 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Tariffs, trade wars, and other market updates.

Jony Ive Partners with OpenAi & Google Announces Ai Mode + XR Glasses

23 May 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Jony Ive’s firm partnering with Sam Altman’s OpenAi for $6.5 Billion, Google announcing Ai Mo...

UAE & Trump Backed AI campus + Tariff Updates

17 May 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss recent news on the new UAE & Trump Backed AI campus and other Tariff updates.

OpenAI to stay a Nonprofit, Interest Rates, and Tariffs

09 May 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the OpenAI board deciding to stay a nonprofit, interest rates, and tariffs.

The Ai Market Wave & Tariff Pricing kicks in

02 May 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the second wave of the Ai market race, tariff pricing hitting retail pricing, Amazon rolls back t...

The Trade War continues & Elon to step back from DOGE

25 Apr 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the continuing trade war waged by the trump Admin and its affects on the economy, Tesla customer ...

Google Antitrust Lawsuit & Trump vs The Fed

18 Apr 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss developments on the Google antitrust lawsuit and the Market’s reaction to Trump vs The Federal ...

US Tariffs vs The World & The New AI Landscape

12 Apr 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss new US Tariffs effects on the Market, Artificial Intelligence and Apples aimless Ai efforts.

Market Updates & Nvidia’s New Super Chip

29 Mar 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Market Updates & Nvidia’s new super chip.

Nvidia GTC 2025, Tariffs & Layoffs

21 Mar 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Ai, Nvidia GTC 2025, Tariffs & Layoffs.

Trump Tariff Uncertainty Rocks the Market & Meta’s Privacy Nightmare

07 Mar 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Tariff uncertainty, Nvidia, and Mark Zuckerberg’s Meta policies.

Ai Competition Heats Up & $500 Billion Apple Investment in USA

28 Feb 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Apple’s commitment to spend $500 Billion in the US, the increase in competition in the Ai scene...

Nvidia Bounces back & China vs USA

22 Feb 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss The recent Nvidia bounce back in the market, China vs US, and other Market updates.

Market updates & more Tariffs on the way?

14 Feb 2025

Contributed by Lukas

This week Mike and Scott discuss the economy, Ai, and more potential Tariffs on the way from the Trump Administration.

OpenAi Data Center Expansion & Musk vs Ro Khanna

07 Feb 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss OpenAi Data Center expansion, Musk vs Ro Khanna, Amazon Alexa News & other Market updates.

DeepSeek Domination & Tesla RoboTaxi vs Waymo

31 Jan 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss DeepSeek, Tesla, Apple, and other Market Updates.

Stargate AGI Initiative & Altman vs Musk Ai War

24 Jan 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the Stargate AGI Initiative, Market updates & the Altman vs Musk Ai War.

TikTok Ban, CES and Ai Agents

17 Jan 2025

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss The TikTok ban, Market updates, Ai Agents and CES.

End of Year Market Updates & Crypto bubbles

20 Dec 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Ai, End of Year Market Updates & Crypto bubbles

Elon’s Road to Trillionaire Status & Crypto Market Consolidation

13 Dec 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Elon Musk’s journey to Trillionaire status, Market updates, Crypto market cap highs and consoli...

Intel CEO pushed out & Bitcoin bounces back

09 Dec 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Intel CEO being pushed out, Bitcoin’s bounce back, and other market updates.

Nvidia market update & Chrome breakup incoming?

22 Nov 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Nvidia market updates & a possible Chrome breakup incoming?

Post Election Market Highs and BlueSky vs Twitter

15 Nov 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Post Election Market Highs and BlueSky vs Twitter.

Ai goes Nuclear (Nov 1st, 2024 Upload)

11 Nov 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss major Ai players transition in to nuclear power in order to meet demands.

Apple Intelligence, Vision Pro & Tesla earnings

27 Oct 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Apple Intelligence, Vision Pro & Tesla earnings.

The future of remote work & TikTok is ruining a generation?

11 Oct 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss The future of remote work, market updates, and the claim that TikTok is ruining a generation.

New Tesla orders are up & the utility of Ai

04 Oct 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the recent increase in new Tesla orders & the utility of Ai vs its actual users.

The Economy, NEW iPhones, Ai and Jobs

27 Sep 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss The Economy, NEW iPhones, Ai and Jobs.

Everyday Ai implementation & New OpenAi models

13 Sep 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss a lot of Ai including new models and everyday implementation.

Is the future of Nvidia uncertain?

06 Sep 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Nvidia, Ai, and other market updates

Apple Intelligence, Nvidia and Market Updates

30 Aug 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Apple Intelligence, Nvidia and Market Updates.

Fed Rate Hikes & New UNEMPLOYMENT Numbers

23 Aug 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Market updates, Fed Rate Hikes & New UNEMPLOYMENT Numbers.

Market Updates & Palantir x Microsoft

09 Aug 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Market Updates, Palantir x Microsoft and Nvidia news.

Global Security Outage & 2024 Olympics Kickoff

27 Jul 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the Global Security Outage, the 2024 Olympics and other Market updates.

Musk moves X to Texas & Market updates

19 Jul 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Musk moving X to Texas, Market updates, and political unrest in the U.S.

Tesla product changes & Fintech Collapsing?

12 Jul 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Tesla news, Market updates and Fintech disasters.

Volkswagen’s Rivian investment & The 2024 Presidential Debates Kickoff

28 Jun 2024

Contributed by Lukas

Volkswagen’s Rivian investment, other Market updates and The 2024 Presidential Debates Kickoff.

Welcome to the Era of Apple Intelligence

14 Jun 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss #wwdc24 , Artificial Intelligence, and other Market Updates.

Nvidia hits 3 Trillion & Apple‘s next big thing

07 Jun 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Nvidia hitting a 3 Trillion dollar valuation, Apple’s next big thing and other market updates.

Ai misinformation and Elon Musk vs CalPERS

31 May 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Ai misinformation, Market updates and Elon Musk vs CalPERS.

Nvidia stock skyrockets & Ai development heats up

24 May 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Nvidia, Ai, and other market updates

Market Updates, Ai & Crypto

17 May 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Market Updates, Ai & Crypto.

FTX REFUNDS, the Ban & New Apple iPads

10 May 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss market updates, FTX refunds, the TikTok Ban & New Apple iPads.

Apple dominates Tablet Market & Amazon dives into Ai

04 May 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Market updates, upcoming Apple event, and Amazon Ai.

Inflation and Meta Ai investments in question

26 Apr 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Inflation, market updates, Meta Ai, Microsoft and Tesla.

Tesla Layoffs & Google Protestors Fired

19 Apr 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Tesla layoffs and Google Employees protesting the company’s involvement with Israel.

Inflation on the rise & Big Tech goes all in on Ai

12 Apr 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss inflation on the rise & Big Tech going all in on Ai.

Sam Bankman-Fried sentenced to 25 years in prison for FTX fraud

29 Mar 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Sam Bankman-Fried being sentenced to 25 years in prison for FTX fraud and other market updates.

Nvidia's New Ai Announcements & Big Tech Regulation

23 Mar 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Nvidia's New Ai Announcements & Big Tech Regulation.

TikTok vs Universal & New Tesla Roadster in 2025

01 Mar 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss TikTok losing music rights to Universal music and the new Tesla Roadster.

Nvidia unveils insane revenue from Ai business & Neuralink is working now??

22 Feb 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Elon Musk, SpaceX and Nvidia's blowout earnings, and other market updates.

The push for Ai chips and SpaceX moves to Texas

18 Feb 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Sam Altman's push for more Ai chips, SpaceX moving to Texas, and other market updates.

Ai, the economy, and jobs.

09 Feb 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Ai, the economy, and jobs.

TikTok, Snap, X and Meta CEOs during tense Senate hearing on social media & child safety

03 Feb 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss TikTok, Snap, X and Meta CEOs being grilled at a tense Senate hearing on social media and kids as...

Startup Mass Extinction & the FTC vs Big Ai

26 Jan 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Mike's Birthday, Startup Mass Extinction, the FTC vs Big Ai, and rumored Apple EV & Silic...

Masimo wins Apple Watch case, Ai skepticism, and Juniper Networks

19 Jan 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the Masimo Apple Watch case, Ai skepticism, and Juniper Networks.

HP buys Juniper Networks, crisis fatigue, and China overtakes Japan as the new EV King

12 Jan 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss HP buying Juniper Networks, crisis fatigue, China overtaking Japan as EV the King, and OpenAI&#39...

Google kills cookies, SBF updates, OpenAi and App Stores

05 Jan 2024

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Google killing cookies, SBF updates, Microsoft, OpenAi and App Stores.

New Apple Watches Banned in USA and Bitcoin ETFs Coming

22 Dec 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss New Apple Watches being banned in USA, consumer spending, new chip transistors and Bitcoin ETFs c...

Rivian's Big AT&T Deal, Layoffs, Inflation, and Housing...

15 Dec 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Rivian's Big AT&T Deal, Layoffs, Inflation, and Housing as we head into the holidays.

Market updates and the Next Evolution of the Streaming Wars

08 Dec 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Market updates and the Next Evolution of the Streaming Wars.

Big Cyber Truck Announcement & The Future of EV Trucks

01 Dec 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the big Cybertruck announcement & The future of EV Trucks.

Amazon takes on HealthCare & The UAW Targeting Tesla??

10 Nov 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Amazon taking on health care, Twitter (X) hate speech and the UAW possibly targeting Tesla next.

SBF Trial heats up & growing the Bay Area Housing Crisis

03 Nov 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the SBF Trial, market updates, and housing market woes.

Apple's China Dilemma & Meta Soars

27 Oct 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Meta Stock, Microsoft Azure vs Google Cloud, Apple's China Dilemma and Scott's EV Experie...

Marc Andreessen's Tech Manifesto & The SBF Trial Continues

20 Oct 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Marc Andreessen's Tech Manifesto, Tesla Earnings, Netflix Earnings and The SBF Trial.

Israeli War Misinformation & Talyor Swift Breaks the Box Office

13 Oct 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Israeli War in Gaza, Misinformation on X & Meta Platforms, Talyor Swift Breaking the Box Offi...

SBF Trial Heats Up & Netflix Raises Prices

06 Oct 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the Sam Bankman-Fried (SBF) trial, Market Updates & Netflix price hikes.

Meta's new products, Fusion power & Google Pixel 8

29 Sep 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Meta's new product releases, Fusion power plants, Google Pixel 8, and TikTok's ByteDance ...

Apple’s China Dilemma & Musk might charge for Twitter

22 Sep 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Market Updates, Apple’s China dilemma, Amazon Prime signup schemes, new SpaceX DOJ lawsuit and ...

New iPhone 15 series on the way & More Elon Musk Twitter Drama

08 Sep 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss the new iPhone 15 series on the way, WeWork trying to renegotiate its leases and more Elon Musk T...

Tech Billionaires Building a Utopia in California & Twitter collecting biometric Data

02 Sep 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Tech Billionaires grabbing up land in Solano County, Market Updates, X/Twitter collecting Bio Dat...

The Ai race to Market & the Future of TECH

25 Aug 2023

Contributed by Lukas

This week Michael S. Malone and Scott Budman discuss Nvidia, Ai chip developments, and the legacy of Adobe Co-founder John Warnock.