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Tag: #BigTech

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  • #BigTech

AI Still Booming

July 31, 2025July 31, 2025 Ryan JueMarket Musings, Research#AI, #BigTech

Investors are showing signs of caution with markets sitting at all-time highs, but AI momentum is still going strong.

Big Market Week 👀

July 28, 2025July 28, 2025 Ryan JueMarket Musings, Research#BigTech, #ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets are starting the week cautious after weekend tariff news. All eyes now shift to the Fed’s July meeting, Big Tech earnings, and key macro data including PCE inflation and jobs numbers.

AI Spending War

July 27, 2025July 27, 2025 Ryan JueResearch, Weekend Update#AI, #BigTech, #tariffs

Markets rallied this week on a Japanese tariff deal and Big Tech earnings.

Big Tech AI Bets

July 24, 2025July 24, 2025 Ryan JueMarket Musings, Research#AI, #BigTech

Google’s doubling down on #AI. Will it pay off?

Eyes on Big Tech

July 21, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #RateCuts, #tariffs

Markets keep rallying, but this week is all about earnings. Google reports first of the Big Tech names — and all eyes are on AI. Can they prove the investment is worth it?

Recession Proof AI?

May 1, 2025May 1, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #ConsumerConfidence, #LaborMarkets, #Recession, #tariffs

Investors may be starting to worry about a #Recession, but for #AI… what recession?

Rate Cuts, Tariffs and AI, Oh My!

February 18, 2025February 18, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #Inflation, #LaborMarkets, #RateCuts, #tariffs

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 🥊

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

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.

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