Don't Read Too Much Into This Market Noise
In this week's Market Buzz, we break down the GDP revision, oil tensions in the Strait of Hormuz, and what's really behind the consumer slowdown. Louis' take: the rebound setup is stronger than the headlines suggest.
Goldman Sachs now sees AI investment shifting toward companies that own and operate large-scale data center infrastructure.
We've been saying this for...
$NVDA launched the Vera CPU, purpose-built for agentic AI and reinforcement learning.
Claims 2x efficiency and 50% faster performance vs. traditional ...
Lots of bearish sentiment running around Wall Street these days... and, to be sure, I'm not particularly enthused about the current environment... but...