Amazon, Like Microsoft, Says It Can’t Keep Up With AI Demand
Summary by Bloomberg AI ▪ Amazon warns of capacity constraints in its cloud computing division despite plans to invest $100 billion this year. ▪ CEO Andy Jassy says growth will be “lumpy” due to delays in getting hardware and insufficient electricity, echoing concerns of rival Microsoft. ▪ Amazon spent $26.3 billion in capital expenditures in […]
DeepSeek’s impact is huge – but it’s not game over for US rivals
The Chinese AI could spur adoption of the technology, increasing demand for chips from the likes of Nvidia Alok Sama February 2nd, 2025 The Sunday Times A week ago you might have been excused for thinking that a DeepSeek was an unusually cerebral Sikh gentleman. That was before its founder, the enigmatic Liang Wenfeng, wiped […]
Nvidia Positioned For $400 Billion AI Boom With Advanced GPUs, New Product Launches Driving Revenue Growth, Say Analysts
Anusuya Lahiri (Benzinga Newswire) Wall Street analysts rerated NVIDIA Corp(NASDAQ:NVDA) after U.S. tech stocks plunged Monday as Chinese open-source artificial intelligence platform DeepSeek made the market jittery over the AI technology investment prospects in the U.S. tech firms. Tigress Financial analyst Ivan Feinseth upgraded Nvidia from Buy to Strong Buy and raised the price target from $170 to $220. DA Davidson analyst Gil Luria maintained a Hold rating on Nvidia […]
What Americans Need to Know About the US Deficit and Impact
The Penn Wharton Budget Model excellent article outlining what Americans Face to address and solve the US Deficit Crisis- Why the US Government must act now. Click Link Below: What Americans Need to Know about the US Debt and its Consequences
DeepSeek Upends Silicon Valley Assumptions About AI Costs
Summary by Bloomberg AI A Chinese AI startup called DeepSeek has released an open-source AI model called R1 that rivals or outperforms leading US developers, sparking concerns about the US lead in AI development. The tech industry is trying to understand how DeepSeek achieved this feat, with some suspecting that the company built its chatbot […]
Trump’s Arrival Brightens U.S. Outlook, Darkens Everyone Else’s
Greg Ip The Wall Street Journal January 22, 2025 Bankers, government officials and CEOs at Davos see his deregulatory, energy and tariff policies sucking investment from other regions and hurting their exports. DAVOS, Switzerland—Usually, what’s good for the U.S. economy is good for the world. Not this year. When participants at the World Economic Forum […]
Why Bond Yields Are Surging Around the World
Sam Goldfarb The Wall Street Journal January 13th, 2025 Government-bond yields have surged across the developed world in recent weeks, jarring stocks and pressuring indebted countries. The worldwide bond rout threatens to complicate the efforts of central banks that have been cutting short-term interest rates. Rate cuts aim to lower borrowing costs for consumers and […]
The Secrets of the Man Who Made Nvidia the World’s Most Valuable Company
Ben Cohen December 9th, 2024 The Wallstreet Journal Every morning, the man who built one of the world’s most valuable companies scrolls through his inbox and looks at 100 of the most important emails that he’ll see all day. And on Sunday nights, he pours himself a glass of his favorite Scotch and reads even […]
China’s Economy Is Burdened by Years of Excess. Here’s How Bad It Really Is.
Jason Douglas and Ming Li The Wall Street Journal January 1st, 2025 China’s go-go days are behind it as the world’s second-largest economy struggles with the bursting of the biggest real-estate bubble ever. Now, China’s goal of overtaking the U.S. as the world’s largest economy might take decades longer than Beijing expected—if it happens at […]
Earnings growth can help stave off stock market valuation concerns in 2025, ETF firms say
Jesse Pound CNBC December 17th, 2024 Market strategists at major ETF firms are optimistic about the stock market rally continuing in 2025, expecting large tech stocks to keep generating solid earnings and stave off valuation concerns in the near term. “We anticipate that US Large Cap equity can maintain its structural advantage over developed markets […]