Jensen Huang said it quietly, in May: $NVDA (NVIDIA Corporation) has "largely conceded" China's AI chip market to Huawei. He said it like a weather report.
The sequence started in 2020. Washington placed Huawei on the Entity List and TSMC stopped taking orders from Beijing's flagship... Show More
Il CPI di maggio vola a +4.2% annuo — massimo da aprile 2023 — e i mercati archiviano ogni speranza di taglio Fed nel 2026. I futures sui tassi scontano il 96% di probabilità di tassi fermi a 3.5–3.75%, con qualcuno che inizia a prezzare un rialzo in autunno.
Il Treasury 10Y tocca 4.55% intraday prima... Show More Translate
May 21, 2023. Beijing bans Micron from its critical infrastructure. Three years later, Micron tells NVIDIA when it can ship its next AI chip.
The ban was meant to wound. Critical-information operators were ordered to stop buying $MU (Micron Technology, Inc.) products — no detail on the alleged cybersecurity... Show More
$NVDA (NVIDIA Corporation) stasera dopo la campana, e il mercato si è già messo a festeggiare:
$SPX 7.410 (+0,77%), $NDX 26.158 (+1,11%) dopo tre sedute di rosso. Chi compra prima del print sta scommettendo, non investendo.
Consenso EPS 1,78$ e revenue 79,2B$ (+79,5% YoY). Numeri da urlo, ma a muovere... Show More Translate
📈 Settimana di alpha sottile ma concreto: portafoglio +0.39% contro -0.53% di NSDQ100 e -0.02% di SPX500. Tradotto: +92pb sul Nasdaq, +41pb sull'S&P, con tech in correzione e indici trascinati dalla debolezza dei mega-cap.
Recap 1W
Io: +0.39%
NSDQ100: -0.53%
SPX500: -0.02%
L'outperformance... Show More Translate
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Thu Jun 18 2026 01:30:39 GMT+0000 (Coordinated Universal Time)