Recession Proof AI?
Investors may be starting to worry about a #Recession, but for #AI… what recession?
Rate Cuts, Tariffs and AI, Oh My!
Markets opened the shorten week fairly cautious at all-time highs despite lots of uncertainty. Rate cuts, tariffs and AI – what’s the latest?
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
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