Broadcom vs. Nvidia 🥊
Nvidia may finally have a legitimate challenger after years of being the undisputed #AI chip leader.
Custom AI Present 🎁
No inflation surprise, but a custom AI present
November Inflation 🍂
Markets rebound with November inflation in-line
Inflation Week 💸
A quick update on market catalysts for the week including November inflation data and Broadcom’s earnings.
Christmas Time 🎄
The jobs report didn’t disappoint. We don’t see anything likely standing in the way of a Christmas rally now.
Jobs Week 💼
It’s been a labor market week with new data all week, but the big jobs report is coming tomorrow.
November In-Review
The S&P surged in November ending up almost 6% following a strong post-election rally.
Holiday Shopping Kickoff 🦃
Slow week caps a strong November for markets…
Trump Tariffs 💰
Markets largely shrugged off Trump’s tariff threats－yet they loom large as potential inflation risk.
AI Train Keeps Rolling 🚂
Another beat and raise for Nvidia, but high #AI expectations are catching up to demand.