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Tag: #BigTech

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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.

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?

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