AMD Falls As Musk Picks Nvidia: BofA Says Ignore The Noise – Advanced Micro Devices (NASDAQ:AMD), NVIDIA
The problem wasn’t simply earnings. Hours after AMD reported results, Elon Musk handed rival Nvidia Corp. (NASDAQ:NVDA) perhaps…
Everyone Talks GPUs, But CPUs Benefit From Agentic AI—Intel Earnings Stop Tech Stocks Bleeding – United S
CPUs For Agentic AI Note the following: Magnificent Seven Money Flows Most portfolios are now heavily concentrated in…
Tom Lee Says ‘People Are Rage Quitting at the Bottom,’ Compares Ethereum to Amazon, Nvidia, JPMorgan
Why Lee Thinks This Is Ethereum’s 1.0 To 2.0 Transition Amazon went from $6 to $241 after AWS…
Ex-Intel CEO Warns China-Induced Taiwan Blackout Could Trigger a Crisis Worse Than the Great Depression:
The former CEO of Intel Corporation (NASDAQ:INTC), Pat Gelsinger, raised alarm over too much dependence on Taiwan for…
Korea Drives Semi Stocks Lower Despite Solid Taiwan Semi Earnings; Apple Boosts China AI Models – State S
Korea Leading Semiconductors Note the following: Magnificent Seven Money Flows Most portfolios are now heavily concentrated in the…
Critical 4 Hours Ahead, Korea And Iran Drive Selling In US Stocks – United States Oil Fund (ARCA:USO), St
Important Data Ahead Note the following: Magnificent Seven Money Flows Most portfolios are now heavily concentrated in the…
SpaceX Bond Deal Signals Market ‘Bubble,’ Allianz Exec Warns: Elon Musk Got ‘$70 Billion Of Funny Money’
Elon Musk’s SpaceX (NASDAQ:SPCX) raised $25 billion in bonds this week, shortly after a record $86 billion IPO.…
Semi Mania Gets A Reality Check From South Korea; Investors Should Pay Attention To Shift In AI Tokens –
Korea Drops 10% Please click here for an enlarged chart of Ishares Msci South Korea ETF (NYSE:EWY). Note…
CPI Saves Market; China-Taiwan Tensions Hurt Semis-Momo Crowd Buys the Dip; Iran Truce Looks More Fragile
CPI Saves Stock Market Note the following: Magnificent Seven Money Flows Most portfolios are now heavily concentrated in…
Elon Musk In Direct Talks With ASML For $119B TeraFab Chip Plant: CEO Calls Him ‘Very Serious’ – ASML Hol
ASML CEO Christophe Fouquet warned that Musk’s semiconductor ambitions tied to Tesla Inc.(NASDAQ:TSLA), xAI and SpaceX could further…
Daniel Loeb Says The Old Investing Playbook No Longer Works – NVIDIA (NASDAQ:NVDA)
Third Point founder Daniel Loeb says AI and geopolitics now matter more to investors than traditional indicators such…
Jensen Huang Joins Elite Tsinghua University Advisory Board That Includes Tim Cook And Elon Musk: Report
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has reportedly agreed to join the advisory board of one of China’s…