$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.... Xem thêm Dịch
$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... Xem thêm Dịch
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... Xem thêm Dịch
AI Has a Memory Problem — and That’s 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. That’s why the next AI winners won’t come from... Xem thêm Dịch
$WMT (Walmart Inc.) and $GOOG (Alphabet) said Sunday that shoppers will soon be able to use Google’s artificial intelligence assistant Gemini to more easily discover and buy products from the retail giant and its warehouse club, Sam’s Club.
With the Google deal, Walmart is boosting its effort to keep... Xem thêm Dịch
𝐒𝐮𝐦𝐦𝐚𝐫𝐲 𝐨𝐟 𝐭𝐨𝐝𝐚𝐲’𝐬 𝐤𝐞𝐲 𝐞𝐯𝐞𝐧𝐭𝐬:
- 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... Xem thêm Dịch
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