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Apr 2024
10m 13s

The moral of the story: high expectation...

Insights, strategies, and innovations for smarter trading
About this episode
Meta fell 15% in the afterhours trading despite earnings beat as investors didn’t like the weaker-than-expected revenue forecast for the current quarter and even less the news that the company will be spending more money to improve its AI capabilities. Tesla jumped 12% regardless of revenue miss. Google, Microsoft and Intel are due to report today. ... Show More
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Yesterday
Tech and gold at ATH levels
Tech stocks continue to lead major US and Japanese indices toward fresh ATHs anud Elon Musk's xAI securing a significant $20 billion funding round, and buying ABB's robotics division. Companies like Dell are also revising growth forecasts upward, attributing this optimism to the ... Show More
13m 31s
Oct 8
AI - maybe in a bubble that's surely expected to grow bigger
Investors took a breather as Oracle’s surprisingly thin profit margins cooled the post–OpenAI and AMD euphoria. The company made roughly $900 million in revenue by renting servers powered by Nvidia chips, but only $125 million in gross profit — a reminder that the AI infrastructu ... Show More
11m 21s
Oct 7
OpenAI rises above political chaos
OpenAI has signed a blockbuster deal with AMD to deploy 6 gigawatts of GPUs over multiple years, sending AMD shares soaring and highlighting the explosive growth in AI demand. Nvidia takes a small hit, underscoring the competitive dynamics in the AI chip market and the massive in ... Show More
11m 24s
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