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
Inflation Week 💸
A quick update on market catalysts for the week including November inflation data and Broadcom’s earnings.
Holiday Shopping Kickoff 🦃
Slow week caps a strong November for markets…
AI Train Keeps Rolling 🚂
Another beat and raise for Nvidia, but high #AI expectations are catching up to demand.
The Nvidia Effect Q4’24
Nvidia is reporting Wednesday and that means－it’s an #AI week.
Election Winners & Losers 🇺🇸
Trump won－so what does this mean for stocks?
October In-Review
The S&P ended October down -1% as AI spend sinks markets; investors bracing for election uncertainty, but we’re wary of labor markets.
AI Spending Woes 🤖
Markets slump as investors disagree with Big Tech’s AI spending
The Q3 Big Tech AI Scorecard
Some quick #AI takeaways from #BigTech earnings