TSLA Stock Falls Behind MSFT To Become Mag 7’s Worst Performer Ahead Of Q2 Earnings — But Retail Is Betting On A Musk Surprise - Yahoo Finance
TSLA Stock Falls Behind MSFT To Become Mag 7’s Worst Performer Ahead Of Q2 Earnings — But Retail Is Betting On A Musk Surprise Yahoo Finance
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IBM (IBM) To Report Earnings Tomorrow: Here Is What To Expect - Yahoo Finance
IBM (IBM) To Report Earnings Tomorrow: Here Is What To Expect Yahoo Finance
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Intel: Even After The Massive Rally, There Is Still Further Upside From Here (NASDAQ:INTC) - Seeking Alpha
Intel: Even After The Massive Rally, There Is Still Further Upside From Here (NASDAQ:INTC) Seeking Alpha
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HSBC’s Kettner Sees Risk of Pullback in Stocks Before Midterms - Bloomberg.com
HSBC’s Kettner Sees Risk of Pullback in Stocks Before Midterms Bloomberg.com
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U.S. Futures Higher as AI Trade Bounces Back - WSJ
U.S. Futures Higher as AI Trade Bounces Back WSJ
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Stock Market Today: Global Stocks Rise, Oil Slips — Live Updates - WSJ
Stock Market Today: Global Stocks Rise, Oil Slips — Live Updates WSJ
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Meta Platforms: Vertical Integration Is The Play - Reiterating Strong Buy (Earnings Preview) - Seeking Alpha
Meta Platforms: Vertical Integration Is The Play - Reiterating Strong Buy (Earnings Preview) Seeking Alpha
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The Zacks Analyst Blog Highlights Alphabet, Tesla, Intel, American Express, Adida, Nike and Carlsberg - Zacks Investment Research
The Zacks Analyst Blog Highlights Alphabet, Tesla, Intel, American Express, Adida, Nike and Carlsberg Zacks Investment Research
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symbol__ Stock Quote Price and Forecast - CNN
symbol__ Stock Quote Price and Forecast CNN
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symbol__ Stock Quote Price and Forecast - CNN
symbol__ Stock Quote Price and Forecast CNN
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Defence stocks rally as John Healey appointed chancellor; UK borrows less than expected in June – business live - The Guardian
Defence stocks rally as John Healey appointed chancellor; UK borrows less than expected in June – business live The Guardian
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HSBC's Max Kettner Went Big on Stocks When Rivals Blinked - Bloomberg.com
HSBC's Max Kettner Went Big on Stocks When Rivals Blinked Bloomberg.com
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Kospi to 10,000: South Korean equities poised to rebound after brutal sell-off, says Citi - CNBC
Kospi to 10,000: South Korean equities poised to rebound after brutal sell-off, says Citi CNBC
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Rollins (ROL) Nears Q2 Earnings, Is The Stock Fully Priced? - Yahoo Finance
Rollins (ROL) Nears Q2 Earnings, Is The Stock Fully Priced? Yahoo Finance
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10 players on a tear -- and boosting their trade stock - MLB.com
10 players on a tear -- and boosting their trade stock MLB.com
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My Bear Case for nVidia
Apologies for the stream of consciousness. It's almost 3AM and I've been benchmarking LLMs for the past 8 hours: Back when DeepSeek R1 came out, we saw the market react to the realization that a viable LLM doesn't need to be trained on the volume of cutting edge nVidia hardware you can only get on the white market. R1 was good. It wasn't the best, but it was a wake-up call for the west... that rhyme was not intentional... Over the past few days, we saw 2 insane releases from Chinese labs. Kimi, which was trained on a mix of nVidia and Chinese chips, crept up to Opus 4.8 territory. And Qwen3.8, which came out Monday morning (Chinese time) and performs similarly to Kimi, and it was trained exclusively on domestic Chinese hardware -- proving nVidia's not even needed to train a SotA model. Even domestically (in the US), Everyone and their mother has been working on training and inference ASICs and infra which will eventually displace nVidia hardware. Jensen's not dumb, so he's trying to ke
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