BREAKING: The US announces that tonight's strikes on Iran were a joint attack between the US and Israel, per WSJ. Details include: 1. Explosions are being reported in Iran's capital, Tehran 2. Israeli media says several “assassination” strikes were carried out 3. Key government facilities are being targeting in Iran 4. At least two waves of attacks are currently being reported 5. Targets reportedly include intelligence headquarters and the presidential palace The US and Israel now appear to be at war with Iran for the second time in 8 months.
BREAKING: January PPI inflation comes in at 2.9%, above expectations of 2.6%. Core PPI inflation unexpectedly rises to 3.6%, above expectations of 3.0%. Core PPI inflation is now at its highest level since July 2025. PPI inflation is running hotter than expected.
BREAKING: January PPI inflation comes in at 2.9%, above expectations of 2.6%. Core PPI inflation unexpectedly rises to 3.6%, above expectations of 3.0%. Core PPI inflation is now at its highest level since July 2025. PPI inflation is running hotter than expected.
Tomorrow is the last trading day of the month, on a Friday no less. We got the last three Fridays having a decent $VIX Crush Fridays ™️ high to lows of -12%, -16%, and -20% respectively. VS. The last two EOM trading days high to lows of -1% and -.75% respectively in the $SPY. Be fun 2m.
Tomorrow is the last trading day of the month, on a Friday no less. We got the last three Fridays having a decent $VIX Crush Fridays ™️ high to lows of -12%, -16%, and -20% respectively. VS. The last two EOM trading days high to lows of -1% and -.75% respectively in the $SPY. Be fun 2m.
$NVDA PT raised to $300 from $245 at Rosenblatt $NVDA PT raised to $300 from $275 at Bernstein $NVDA PT raised to $300 from $275 at BofA $NVDA PT raised to $265 from $250 at JPMorgan $NVDA PT raised to $260 from $250 at Morgan Stanley $NVDA PT raised to $300 from $270 at Citi
$NVDA PT raised to $300 from $245 at Rosenblatt $NVDA PT raised to $300 from $275 at Bernstein $NVDA PT raised to $300 from $275 at BofA $NVDA PT raised to $265 from $250 at JPMorgan $NVDA PT raised to $260 from $250 at Morgan Stanley $NVDA PT raised to $300 from $270 at Citi
CURRENT STATE OF THE AI REVOLUTION: The fact that Nvidia, $NVDA, just posted $68.1 BILLION in quarterly revenue yet markets are unimpressed is telling. Nvidia's free cash flow jumped nearly +$20 BILLION year-over-year and the company crushed just about all expectations. In fact, there is not much more Nvidia could have said to reaffirm how strong demand is for their products. Meanwhile, the stock went from +4% to -4% as the market reopened. Why is this happening? Because expectations are so high that it's becoming difficult to impress. At this stage, companies do not just need to beat earnings, they need to beat the beat. Still, Nvidia's earnings have reaffirmed our view: The AI Revolution is accelerating.
CURRENT STATE OF THE AI REVOLUTION: The fact that Nvidia, $NVDA, just posted $68.1 BILLION in quarterly revenue yet markets are unimpressed is telling. Nvidia's free cash flow jumped nearly +$20 BILLION year-over-year and the company crushed just about all expectations. In fact, there is not much more Nvidia could have said to reaffirm how strong demand is for their products. Meanwhile, the stock went from +4% to -4% as the market reopened. Why is this happening? Because expectations are so high that it's becoming difficult to impress. At this stage, companies do not just need to beat earnings, they need to beat the beat. Still, Nvidia's earnings have reaffirmed our view: The AI Revolution is accelerating.
BREAKING: Nvidia stock, $NVDA, extends gains to +4% after posting a record quarter, adding +$190 BILLION in market cap. Earnings results include: 1. Record quarterly revenue of $68.1 billion 2. Q1 2026 revenue guidance of $79.6 billion 3. Data Center revenue up ~+1,200% since ChatGPT 4. Gross margin of ~75% 5. Free cash flow of $34.9 billion, up nearly +$20B YoY Absolutely massive quarter by Nvidia.