Tag: #AI

DeepSeek Panic 😱

January 27, 2025January 27, 2025 Ryan JueMarket Musings, Research#AI

What’s DeepSeek and did markets tank because of it?

Executive Order Flurry 🌨️

January 26, 2025January 26, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #LaborMarkets, #tariffs

Markets rallied again after a slew of executive orders were announced.

2025 Market Outlook 🔮

January 14, 2025January 14, 2025 Ryan JueMarket Musings, Research#AI, #Deregulation, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

What are the 3 top market catalysts we’re watching in 2025?

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.