NIO Stock Rises Overnight: DRAM Bet On CXMT Pays Off As Chinese Chipmaker Soars Over 500% In Blockbuster IPO - Yahoo Finance
NIO Stock Rises Overnight: DRAM Bet On CXMT Pays Off As Chinese Chipmaker Soars Over 500% In Blockbuster IPO Yahoo Finance
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Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week: NVDA, GOOGL, ORCL, TSLA, INTC - Yahoo Finance
Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week: NVDA, GOOGL, ORCL, TSLA, INTC Yahoo Finance
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Chinese chipmaker CXMT soars more than 500% on debut - Yahoo Finance
Chinese chipmaker CXMT soars more than 500% on debut Yahoo Finance
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[Stocks to Watch] NT ratio hits two-month low, suggesting Nikkei 225 valuation adjustment may be complete. - Moomoo
[Stocks to Watch] NT ratio hits two-month low, suggesting Nikkei 225 valuation adjustment may be complete. Moomoo
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Why Google Cloud’s Hot Sales Can’t Save the Stock - Barron's
Why Google Cloud’s Hot Sales Can’t Save the Stock Barron's
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FTSE 100 Live: Stock Futures Rise as Oil Drops on Easing Iran Tensions - Bloomberg.com
FTSE 100 Live: Stock Futures Rise as Oil Drops on Easing Iran Tensions Bloomberg.com
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Tesla: The Real Problem Is A Rapidly Deteriorating EV Business (NASDAQ:TSLA) - Seeking Alpha
Tesla: The Real Problem Is A Rapidly Deteriorating EV Business (NASDAQ:TSLA) Seeking Alpha
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Asia stocks advance ahead of Fed, CXMT soars on market debut - Investing.com
Asia stocks advance ahead of Fed, CXMT soars on market debut Investing.com
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This Quantum Stock Is a Key Nvidia Partner and Looks Like a Buy Near a 52-Week Low - The Motley Fool
This Quantum Stock Is a Key Nvidia Partner and Looks Like a Buy Near a 52-Week Low The Motley Fool
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SK Hynix, Samsung Ink $950 Billion AI Chip Deals, But Stocks Still Slide - Yahoo Finance
SK Hynix, Samsung Ink $950 Billion AI Chip Deals, But Stocks Still Slide Yahoo Finance
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ASX Midday Sector Update: Information Technology Stocks Jump, Energy Sector Struggles - Yahoo Finance Australia
ASX Midday Sector Update: Information Technology Stocks Jump, Energy Sector Struggles Yahoo Finance Australia
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The AI Bubble Is Bigger Than Ever And The Cracks Are Starting To Show (NYSEARCA:SPY) - Seeking Alpha
The AI Bubble Is Bigger Than Ever And The Cracks Are Starting To Show (NYSEARCA:SPY) Seeking Alpha
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Memory chip maker CXMT debuts in Shanghai, up 470% at open and becomes the largest listed company in China
ChangXin Memory Technologies opens at Shanghai Stock Exchange. The IPO offer was 8.66 CNY. Instantly jumped 470% over high Dram demand. The company has said it plans to use most of the proceeds from the initial public offering (IPO) to boost production of memory chips and carry out more research and developments.   submitted by   /u/Joohansson [link]   [comments]
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Current situation
So let me get this straight, we have: -Brewing oil/fertilizer crisis -Ongoing/potential wars -High war spending across the globe -US bond yields at the same level as 2008 crisis -Private credit panic -AI bubble rivaling or exceeding the .com-bubble -Housing crisis across the globe -High/rising inflation everywhere -Rising unemployment, especially youth unemployment -Rising inequality (K-shaped economies) -All kinds of debt problems (credit, BNPL etc.) -Overleveraged stockmarket -Climate change -Super El Niño next year -Risk of Japan/Cascadia superquake -Fertility rate crisis -Rising illiteracy/reduced PISA scores in children -Microplastics/forever chemicals everywhere What have I forgotten? A potential alien invasion?   submitted by   /u/TenTakaron [link]   [comments]
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🇰🇷EWY Puts ?
PUTS ON $EWY? Samsung Electronics and SK Hynix make up nearly 50% of Korea’s stock market, and retail investors are piling into them with leverage. Feels like an entire country’s stock market turned into WallStreetBets. Thoughts?   submitted by   /u/Huge_Vehicle2269 [link]   [comments]
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AI Bubble Musings (Part Two)
Since my initial post , I've been reading both the bull and bear cases on AI this weekend in light up Google's recent earnings report and specifically it's cloud commentary. It seems like both sides have just dug in even harder. The bears point to $700B+ in AI capex, shrinking free cash flow, stretched valuations, and companies still struggling to prove meaningful AI ROI. The bulls point to Google Cloud growing 82%, exploding cloud backlogs, and demand that still exceeds supply. The debate isn't whether AI is real. It obviously is. The real question is how to evaluate whether the massive investment can generate a realistic return. Big Tech will spend $1 trillion next year building AI infrastructure. What's a realistic ROI on that investment? Even assuming a pretty reasonable 15% return on invested capital, that's over $100bn in incremental annual after-tax profits. And that's just to earn an acceptable return on the investment, which is a pretty high bar. If AI ends up living up to the
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CEO of the top-rated hiring platform says the job market is so bad that candidates are paying $20 to mass apply and driving bosses crazy with spam - Yahoo Finance
CEO of the top-rated hiring platform says the job market is so bad that candidates are paying $20 to mass apply and driving bosses crazy with spam Yahoo Finance
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