Jensen The White? Huang Reportedly Weighs Nvidia Comeback As Silicon Valley "War Room" Of Allies Assembles
Time to light the beacons?
Time to light the beacons?
"Inflows remain impressively supportive of stock markets but also show while there are lots of investors emotionally bearish right now, very few are “physically” bearish, i.e. short/underweight." - Michael Hartnett
Trump hasn't been seen in public since Wednesday, half his cabinet now sleeps on military bases, and the intel behind it came from the Mossad. Again...
"If left unchecked, the risks of such harms will only rise as Defendants continue to increase the capabilities of AI systems they do not understand and cannot control..."
...a market that is "over earning" in its most crowded corner is far more likely to see those margins mean-revert than double...
"You have to be optimistic long term, but in the meantime, we have to get rid of the termites that are eroding the foundation of the American economy. And that's the government..."
I would've had to let them in...
The complaint alleges that FBI "observed approximately 88 images that appeared to depict minor girls, including prepubescent girls, engaged in sexually explicit conduct..."
Did Nvidia use them as a workaround to sell chips to the Chinese?
Malaysia built Southeast Asia's biggest data center pipeline on the assumption that nobody in Washington would ask who the tenant was. Somebody just asked, and JPMorgan's answer is 3.8GW.
With seven weeks left in the year and roughly 40% of US long/short funds flat or down as of last week, nobody is going to risk what's left of their bonus on a rally they don't believe in.
"Why would you fire the manager when you just won the World Series?"
If there is a slowdown, it will be because of the industry itself, or because credit markets push back too much, or, in the short term, if the Anthropic IPO doesn’t go according to plan. So far none of those things seems to be occurring. If
The chipmaker could face substantial legal costs as shareholder litigation follows its former CEO’s resignation.
They are in full jubilee mode today...
From a 1960 doomsday prediction to the Wuhan market theory, the journal Science has long granted absurd conclusions its seal of "peer-reviewed" approval.
...the insurance just got a lot cheaper, while the house is still sitting next to the same fire.
Nearly 20 years after 2008, a confluence of factors points to the real estate market eventually coming under noticeable pressure heading into 2027.
"Any aggression by the American enemy will be met with an even harsher and more forceful response..."
