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The AI Trade
Two months ago at the World Economic Forum in Davos, Microsoft CEO Satya Nadella said, "All I know is,…
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Back On The Happy Trail
Today, the US stock market quickly confirmed our view that DeepSeek is a positive for the proliferation of AI, which…
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Stocks Stay Afloat in Deep Waters
DeepSeek took a bite out of semiconductor, other tech, as well as nuclear power stocks today. Many of these AI…
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MARKET CALL: AI Coming To Vegas, Baby, Vegas!
The Q4-2024 earnings reporting season is about to start, led by the big banks. We expect that during their conference…
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Supercomputers vs Supercore Inflation
The stock market appeared calm ahead of tomorrow's November CPI report, which is likely to show that supercore…
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Let The Good Times Roll
Salesforce beat Q3 earnings expectations today, but that's not what drove the company's shares 11% higher.…
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Zettascale Computing Is Coming Using Nvidia's Blackwell Chips!
Yesterday, stock prices initially fell sharply following August's CPI report, but AI fever quickly turned the S&…
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Will Nvidia Trump The Fed?
Yesterday's FOMC minutes confirmed that Fed officials are in no rush to lower the federal funds rate (FFR)…
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The Economic Week Ahead: March 4 - 8
The week ahead is jampacked with employment indicators. We expect that January's JOLTS report (Wed) and February'…
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Nvidia For Fun & Profit
As a result of the AI gold rush, billions of dollars are being spent on Nvidia’s GPUs. They seem…
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NVIDIA Leads The Way
Nvidia led the stock market higher today after the world's most valuable chipmaker announced new desktop graphics processors…
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AI Driving Market Meltup
Today's economic indicators were weak, but the stock market rose to yet another new bull market high boosted…
