Robert Cerny
Robert Cerny
Czech Republic
📜 Morning Recap📜 📘 PayPal and regulatory pressure PayPal will pay $30 million to settle a dispute with the US government over DEI programs. This is a reminder for investors that the regulatory environment for fintechs remains challenging and can affect costs and reputation. ⚙️ TSMC aims for a valuation of $3 trillion TSMC is approaching a value of $3 trillion, which would move it among the most valuable companies in the world. Growth is driven by global demand for advanced AI chips and TSMC's dominant position in high-end manufacturing. 🚀 Nvidia surpasses $5.5 trillion Nvidia becomes the first company in history to reach the $5.5 trillion market cap. This confirms that AI infrastructure is one of the fastest growing segments of the global economy. 📈 PPI inflation surprises on the upside US manufacturing PPI inflation rose to 6.0% in April, above expectations of 4.9%. This is the highest value since January 2023 and may affect expectations about the pace of rate cuts. 💼 Microsoft and OpenAI: investments continue Microsoft said it has already invested $100 billion in a partnership with OpenAI. This shows how massive capital is flowing into AI infrastructure and how strategically important it is for the tech giants. 🌏 US-China: possible tariff reduction Trump and Chinese President Xi may discuss reducing tariffs on $30 billion worth of imports this week. Any move towards easing trade tensions could affect global supply chains and market sentiment. Thank you for reading, liking and commenting. Good morning everyone. Robert popular investor This article is for informational purposes only and does not constitute investment advice. Invest with caution. $MSFT (Microsoft) $NVDA (NVIDIA Corporation) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $PYPL (PayPal Holdings)
Not investment advice. The author may have financial interests in the mentioned instruments.
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