Tag: #AI

Strong Jobs, Weak Markets

January 12, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #LaborMarkets, #RateCuts

Jobs surged in December causing markets to tumble Friday. Why is a good jobs report bad?

Broadcom vs. Nvidia 🥊

December 17, 2024December 17, 2024 Ryan JueMarket Musings, Research#AI, #BigTech

Nvidia may finally have a legitimate challenger after years of being the undisputed #AI chip leader.

Custom AI Present 🎁

December 15, 2024December 15, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech, #Inflation, #RateCuts

No inflation surprise, but a custom AI present

Inflation Week 💸

December 9, 2024December 9, 2024 Ryan JueMarket Musings, Research#AI, #Inflation

A quick update on market catalysts for the week including November inflation data and Broadcom’s earnings.

Holiday Shopping Kickoff 🦃

December 1, 2024December 1, 2024 Ryan JueResearch, Weekend Update#AI

Slow week caps a strong November for markets…

AI Train Keeps Rolling 🚂

November 24, 2024November 24, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech, goldilo

Another beat and raise for Nvidia, but high #AI expectations are catching up to demand.

The Nvidia Effect Q4’24

November 18, 2024 Ryan JueMarket Musings, Research#AI, #BigTech

Nvidia is reporting Wednesday and that means－it’s an #AI week.

Election Winners & Losers 🇺🇸

November 6, 2024November 6, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #ChinaTension, #ElectricVehicles, #GoingGreen, #MadeintheUSA, #TrumpTrade

Trump won－so what does this mean for stocks?

October In-Review

November 4, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #Goldilocks, #LaborMarkets

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 🤖

November 2, 2024November 2, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech, #LaborMarkets

Markets slump as investors disagree with Big Tech’s AI spending