Technology Investment Brief — August 31, 2026

Today's Developments

Silicon Valley wealth managers say elite tech workers are making these 5 money moves as AI mania continues¹ (Business Insider)

Wealth advisors say tech workers are getting anxious about the market turning, and are looking for advice on how to position for the AI bubble bursting.

Nvidia CEO Jensen Huang Not Taking OpenAI's 'Jalapeño' Chip Personally: 'Lots of Projects Get Started. Lots of Projects Get Canceled'² (Yahoo Entertainment)

On Wednesday, Nvidia Corp CEO Jensen Huang brushed off OpenAI’s new Jalapeño chip, saying he remains confident in Nvidia’s technology and ability to supply t...

Jensen Huang Has a Message for NVDA Bears Betting on Open Models: 'Both Closed and Open Models Are Going to Succeed'³ (Yahoo Entertainment)

Nvidia Corp CEO Jensen Huang said the company is benefiting from the rapid rise of both open and closed AI models, arguing that the success of either approac...

Links 8/30/2026⁴ (Nakedcapitalism.com)

Our strategic daily links: mother and child, Viking dating, Nepal disaster, great leap forward, Mideast horrors, Ukraine burning, vanishing privacy, Trumpishness, Musk world, hapless Democrats, immigration troubles, Mr. market, AI, and wretched excess

Elon Musk Touts $3.5 Trillion Revenue For SpaceX By 2033, Seven Years Earlier Than Morgan Stanley's Prediction⁵ (Yahoo Entertainment)

Space Exploration Technologies Corp. CEO Elon Musk says that the commercial spaceflight company could exceed $3 trillion in revenue by 2033. Morgan Stanley T...

CrowdStrike's Business Is Booming Thanks to Rogue AI Agents: CEO George Kurtz Calls Them 'Friend and Foe'⁶ (Yahoo Entertainment)

CrowdStrike Holdings Inc says the very artificial intelligence (AI) agents companies are rushing to deploy are now attacking on their own, and the cybersecur...

EXCLUSIVE: SpaceX May Lead the Launch Market, but Firefly CEO Says There's Still a Rocket Shortage⁷ (Yahoo Entertainment)

Space Exploration Technologies Corp. has redefined the launch business, flying at a pace no other company has matched. The company recently completed its 100...

As VR Gaming Looks for New Footing, the Out-of-Home XR Entertainment Space is Still Building⁸ (Road to VR)

The investment and development community are constantly striving to find the next profitable sector in XR, turning to new business opportunities following a turbulent time in the consumer VR gaming space. One area of interest is in out-of-home XR attractions,…