Nvidia Falls, Salesforce Soars: AI’s Profit Line Redraws
Dear readers, Yesterday we watched Kevin Warsh open his Jackson Hole keynote and asked how markets would take it. The ...
Tag: Nvidia
Capital Flees AI’s CapEx Bill as Warsh Takes the Podium
Dear readers, Yesterday we asked how markets would greet Kevin Warsh's first Jackson Hole address as Fed chair. The answer ...
Nvidia Delivers, Tariffs Loom, and Crypto Builds the Rails
Dear readers, Yesterday we flagged Nvidia's earnings as the ultimate stress test for the AI trade, with a trillion-dollar valuation ...
Cash Flow Is the New Safe Haven, From Bitcoin to Gold
Dear readers, Ahead of tomorrow's Nvidia print, capital is already hedging its bets. If the AI hardware cycle stumbles, where ...
Power Lines, Not Chips, Are Now AI’s Bottleneck
Dear readers, We called Nvidia's earnings the definitive stress test for AI spending, and that test arrives Wednesday. But the ...
The Picks-and-Shovels Trade: Power, Chips, and Crypto’s Hardware Reckoning
Dear readers, Friday's close above 7,800 marked the S&P 500's 27th record of the year, and cooling US inflation gets ...
Nvidia’s Latest Surge Is About More Than a Single Order
Nvidia’s latest rally was not built on a routine earnings beat or a product launch alone. The driver was a ...
Nvidia’s Summer of Giants: From SpaceX’s 10-Gigawatt Bet to a Skeptic’s $250 Billion Warning
Elon Musk has a way of resetting the conversation. When SpaceX announced it would anchor its future AI computing capacity ...
Nvidia Diversifies Cloud Alliances and Pharma AI as Chip Rout and AMD Pressure Mount
Nvidia has quietly deepened its grip on the AI cloud ecosystem, disclosing a 9.3 percent stake in infrastructure provider Nebius ...
Nvidia’s Latest Move: Bankrolling Its Own Customers as TSMC Earnings Loom
Nvidia shares have regained their footing, climbing 7.97% over the past seven trading sessions to close Friday at €184.60. But ...
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