$BLK (BlackRock Inc) is eating the world. Total assets under management hit a record $14 TRILLION after the firm pulled in $342bn of client money in Q4 alone.... Mostrar mรกs Traducir
$AMAT (Applied Materials Inc) shares are up 8%. Barclays upgraded stock to Overweight from Underweight.
Proximity to AI has been the main driver of U.S. semiconductor stock performance. Proposed AI spending points to a multi-year earnings tailwind, though the timing and scale of deployments remain debated.
Applied... Mostrar mรกs Traducir
The Interest Expense on US National Debt rose to a record $1.27 trillion in the last 12 months, more than doubling over the past 4 years. The US Government now spends more money on interest than it does on National Defense.
$EURUSD , $GOLD , $SPX500... Mostrar mรกs Traducir
AI Has a Memory Problem โ and Thatโs the Opportunity
AI performance is no longer limited by raw compute. The real constraint is how fast, how dense, and how efficiently data moves.
As models scale, GPUs spend more time waiting for memory than calculating. Thatโs why the next AI winners wonโt come from... Mostrar mรกs Traducir
$WMT (Walmart Inc.) and $GOOG (Alphabet) said Sunday that shoppers will soon be able to use Googleโs artificial intelligence assistant Gemini to more easily discover and buy products from the retail giant and its warehouse club, Samโs Club.
With the Google deal, Walmart is boosting its effort to keep... Mostrar mรกs Traducir
๐๐ฎ๐ฆ๐ฆ๐๐ซ๐ฒ ๐จ๐ ๐ญ๐จ๐๐๐ฒโ๐ฌ ๐ค๐๐ฒ ๐๐ฏ๐๐ง๐ญ๐ฌ:
- U.S. stock futures and European shares slid as concerns intensified over the independence of the Federal Reserve after the DOJ issued subpoenas and threatened a criminal probe into Fed Chair Jerome Powell, rattling risk sentiment.
- Gold surged... Mostrar mรกs Traducir
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