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08-25 17:57

Jensen Huang's Aggressive Expansion Strategy Across AI Sectors

$NVIDIA(NVDA)$   Deep News 53 minutes ago As dark clouds gather over the artificial intelligence construction boom, NVIDIA's CEO Jensen Huang shows no signs of resting on his laurels or halting his expansion efforts. Just this past Sunday, reports emerged that NVIDIA is in talks to invest in Perplexity, a company that began as a search engine provider but has pivoted into an AI agent services firm with remarkably strong revenue growth this year. The potential investment could push Perplexity's valuation beyond $30 billion, and the two parties have also explored technology licensing agreements. Only days before that development, Huang completed another rapid-fire investment round, marking the third in a series of
Jensen Huang's Aggressive Expansion Strategy Across AI Sectors
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08-24 23:44

US Treasury Secretary Bessent Could Tap near $1 Trillion Treasury

US Treasury Secretary Bessent Could Tap near $1 Trillion Treasury General Account to Fund Bond Buybacks, CNBC Reports Tiger Newspress $SPDR S&P 500 ETF Trust(SPY)$   19:43 US Treasury could use its near $1 trillion General Account to help fund its recently announced plans to increase purchases of government bonds, according to two senior Treasury officials, CNBC reported. Using the TGA would provide the Treasury with considerable firepower to influence long-term bond yields. The Treasury surprised markets last week with an announcement that it would be doubling the size of buybacks of off-the-run securities on the long end from $2 billion to at least $4 billion. Treasury Secretary Scott Bessent said on CNBC s
US Treasury Secretary Bessent Could Tap near $1 Trillion Treasury
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08-21

Unitree Robotics Delivers Solid Shanghai Market IPO Debut

August 19, 2026 @ 9:46 pm By Omar Faridi Shares of surged nearly sixfold on their first day of trading in Shanghai, marking a key moment for China’s humanoid robotics industry. The Hangzhou-based company, widely regarded as the country’s leading maker of advanced robots, opened at 1,100 yuan on the technology-focused STAR Market—far above its initial public offering price of 150.8 yuan. The stock later eased but still closed the morning session around 884 yuan, valuing the firm near $50 billion after raising roughly $900 million in the offering. This performance significantly outpaced pre-market expectations, including those formed by cryptocurrency traders who had used synthetic perpetual contracts on platforms such as Hyperliquid to price the company well above its IPO valuation in the d
Unitree Robotics Delivers Solid Shanghai Market IPO Debut
avatarDeonc
08-20

Why Is Crypto Up Today?

Why Is Crypto Up Today? Bitcoin Hits $71k as Ethereum Surges Past $2,300 Price Analysis Why Is Crypto Up Today? Bitcoin Hits $71k as Ethereum Surges Past $2,300 Yuri Molchan 20 August 2026 11 min read Bitcoin has managed to push closer to the psychological $70,000 level after reclaiming $69,000. Meanwhile, Ethereum has jumped above $2,300 and is outperforming Bitcoin on a percentage basis. The question is now whether crypto is back indeed or just a relief rally has returned with a vengeance. Improved liquidity expectations, regulatory optimism, ETF demand and short liquidations have given the market a much-needed boost, but Bitcoin and Ethereum are still significantly below their previous cycle highs. Read more: White House Crypto Meeting: Trump Pushes Clarity Act as Bitcoin Above $70K Bit
Why Is Crypto Up Today?
avatarDeonc
08-19

is good time to buy Meta! or not?

$Meta Platforms, Inc.(META)$   Meta Stock Sinks as $200B Trial Threatens Facebook and Instagram Ad Revenue Story Highlights Meta stock fell 4.5% as a 29-state trial began, with states discussing roughly $200 billion in potential penalties. Court-ordered changes to infinite scroll or algorithms could reduce engagement and create a longer-term threat to Meta’s advertising revenue. Wall Street rates Meta as a Strong Buy, with 37 Buys, five Holds, and a $752.18 average 12-month price target. Social media giant Meta Platforms fell 4.4% on Tuesday as opening arguments began in a child-safety trial that was brought forward by 29 U.S. states. Lawyers for the states have suggested that , while Meta has estimated its maxi
is good time to buy Meta! or not?
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08-17

Micron Technology Overnight Rise 3.13%

Micron Technology Overnight Rise 3.13%, Investment Bank Upgrades Rating as Storage Sector Continues Rally Market Focus $Micron Technology(MU)$   13:43 On August 17, Micron Technology rose 3.13% overnight, trading at $1,002.42/share, with turnover of $4.04 billion. On the news front, New Street upgraded Micron Technology from Neutral to Buy, significantly raising its target price from $470 to $1,250. Meanwhile, Q2 13F filings revealed that JPMorgan listed Micron as its top buy, UBS added both Micron shares and call options among its top five purchases, and Morgan Stanley also increased its position in AI hardware chain names including Micron. The broader storage sector continued its strong momentum, with SanDisk's
Micron Technology Overnight Rise 3.13%
avatarDeonc
08-11

Grab’s One-Off Gain And Buyback Lift Full-Year Guidance

Grab Holdings (NASDAQ: $Grab Holdings(GRAB)$  ) reported net profit of US$235 million for the second quarter of 2026 (2Q2026), up sharply from US$20 million a year ago.  The jump was driven largely by non-operating items, including a US$307 million one-off gain from the consolidation of Indonesia’s Superbank in June, partly offset by a US$183 million increase in fair-value losses on financial assets and liabilities. Underlying trends were also encouraging.  Revenue rose 22% year on year (YoY) to US$997 million while adjusted EBITDA climbed 54% to US$168 million, lifting the margin to 16.9% from 13.3%.  On-demand gross merchandise value grew 21% to US$6.46 billion, supported by a 17% rise in monthl
Grab’s One-Off Gain And Buyback Lift Full-Year Guidance
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08-09

Grab Performance and Forecating future moves

GRAB  Based on the latest Q2 2026 earnings report and analyst forecasts, Grab Holdings is currently delivering strong operational performance and has a positive earnings outlook, with expectations for continued revenue growth and expanding profitability. The company recently reported a record quarter and raised its full-year guidance, signaling a fundamental improvement in its business trajectory. Key Financial Performance & Forecasts Here is a detailed breakdown of Grab's performance and the consensus estimates for upcoming quarters, based on the provided data. Metric Q2 2026 (Actual) YoY Growth Q2 2026 (Estimate) Surprise Q3 2026 (Forecast) Q4 2026 (Forecast) Revenue $997M +21.7% 13 $990.8M +0.6% 9 $1.07B $1.13B EPS $0.06 +500% 9 $0.02 9 +200% 9 $0.03 $0.02 EBIT $19M +186% 3 $41
Grab Performance and Forecating future moves
avatarDeonc
08-09

Why Meta, OpenAI, and Anthropic’s AI Security Scare May Not Be What It Seems

“Blown Out of Proportion”: Why Meta, OpenAI, and Anthropic’s AI Security Scare May Not Be What It Seems $Meta Platforms, Inc.(META)$   Story Highlights Meta, OpenAI, and Anthropic traced recent AI security incidents to the same Irregular test environment. The bigger investor risk may be tighter AI security rules and higher testing costs. Meta Platforms, Inc. , the social media giant investing heavily in AI, joined and in disclosing that an of a cybersecurity test. The incidents all point back to the same testing environment run by Israeli startup Irregular, raising fresh questions about how safely the industry can test increasingly capable AI models. The issue appears less dramatic than the idea of an AI model s
Why Meta, OpenAI, and Anthropic’s AI Security Scare May Not Be What It Seems
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08-09

Palantir Stock Now Comes With a Catch,

Palantir Stock Now Comes With a Catch, Says Top Investor $Palantir Technologies Inc.(PLTR)$   Until recently, Palantir () stock seemed unable to catch a break. Even strong earnings and accelerating demand for its AI software failed to generate momentum, as investors worried about potential disruption from AI labs and the stock’s lofty valuation. That changed after its latest blockbuster Q2 earnings report. Instead of falling, Palantir stock surged 37% over the following week. While that does not necessarily mean the correction is done, it could signal a shift in investor sentiment. Top investor JR Research believes the change is justified, arguing that the market is finally realizing the bear case against Palant
Palantir Stock Now Comes With a Catch,
avatarDeonc
08-04

Overblown!!@@

PALANTIR FACING RISING  JUST A OVERBLOWN  $Palantir Technologies Inc.(PLTR)$    Concerns about Palantir Technologies facing rising competition are likely overblown, Oppenheimer analysts Param Singh and Jake Heimowitz say. Some investors have worried that companies such as Anthropic, OpenAI and Databricks are an increasing threat to Palantir, but the analysts believe Palantir's success in the U.S. is a testament to its differentiated strength. They believe Palantir appeals to customers with more complex workloads and offers more flexibility than these competitors, which will allow it to differentiate itself. Shares are up 23%.
Overblown!!@@
avatarDeonc
08-01
$NVIDIA(NVDA)$  [Miser]  [Miser]  [Miser]  [Miser]  [Speechless]  
avatarDeonc
07-30
$Microsoft(MSFT)$  buy buy buy 
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07-28

Gold slips as firm dollar weighs; focus turns to Fed meeting

$Gold.com(GOLD)$  ‌‌$Gold - main 2608(GCmain)$  ‌ NEW YORK – Gold prices fell on July 28, pressured by a stronger dollar as markets awaited the Federal Reserve’s upcoming policy decision for clues on the interest rate outlook. Spot gold fell 0.6 per cent to US$4,051.07 per ounce by 0726 GMT (3.26pm, Singapore time) after rising as much as 1 per cent on July 27. US gold futures for August delivery lost 0.6 per cent to US$4,051.60. The dollar held near a one-month high, making greenback-priced bullion more expensive for holders of other currencies. “We’re oscillating in this narrow range between US$3,950 and US$4,200, and I think the market is just waiting for Fed signals,” said Ilya Spivak,
Gold slips as firm dollar weighs; focus turns to Fed meeting
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07-28

Nvidia Loses Top Market Spot as NVDA Stock Extends Decline

 NVDA stock loses momentum as Apple regains the top valuation spot and cheaper Chinese AI models raise demand concerns. ‌$NVIDIA(NVDA)$  ‌‌$Apple(AAPL)$  ‌ Table of Contents: -NVDA stock fell below $200 as selling pressure returned across the semiconductor sector. -Apple regained the top market value position after Nvidia’s valuation declined. -Nvidia is reportedly considering $250 billion in financing guarantees for an OpenAI data-center project. -The proposed OpenAI facility could require more than $500 billion in total spending. -Cheaper Chinese AI models, including Kimi K3, raised concerns about future demand for computing power. NVDA stock fell below $200 on Monday as investors red
Nvidia Loses Top Market Spot as NVDA Stock Extends Decline
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07-27

Nvidia in talks with OpenAI

Nvidia in talks with OpenAI to guarantee $250 billion financing for data center, WSJ reports ‌$NVIDIA(NVDA)$  ‌ July 26 (Reuters) - Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI as part of a massive data center project, the ‌Wall Street Journal reported on Sunday. The backstop from Nvidia would help the ‌ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, the newspaper said, ​citing people familiar with the matter. For OpenAI, a deal would be the first step toward controlling its own infrastructure instead of renting it from Microsoft, Amazon and Oracle, while for Nvidia, it would guarantee demand for its chips for years to come. The project is exp
Nvidia in talks with OpenAI
avatarDeonc
07-24

Trump announces next phase of global tariffs

Trump announces next phase of global tariffs, affecting 99.4% of US imports Tariff rates of up to 12.5% will replace the US's expiring global tariffs at midnight. ‌$Dow Chemical(DOW)$  ‌‌$SPDR S&P 500 ETF Trust(SPY)$  ‌‌$Invesco QQQ(QQQ)$  ‌ The Trump administration on Thursday announced the replacement for 10% "global tariffs" that expire at midnight. They will be immediately supplanted by a suite of new duties that Trump's team hopes will be permanent and will go into effect at 12:01 a.m. ET on Friday, levying rates of 10% to 12.5% on America's top trading partners.  Trump's trade office said in a fact sheet that this order will apply to 60
Trump announces next phase of global tariffs
avatarDeonc
07-23

The market is currently hypersensitive to any data

$Nasdaq 100 Trust(QQQ)$   $SPDR S&P 500 ETF Trust(SPY)$   $Dow Jones(.DJI)$   $iShares Russell 2000 ETF(IWM)$   Today's sharp market decline is primarily driven by a confluence of negative macro data released in the U.S., signaling a significant cooling of the economy, which has spooked investors. Key Factors for Today's Drop Surge in Initial Jobless Claims: The number of Americans filing for unemployment benefits for the first time hit 187,000 for the week ending July 18, signi
The market is currently hypersensitive to any data
avatarDeonc
07-21

NVIDIA Discloses 9.3% Stake in European Cloud Provider Nebius, Sending Shares Soaring

NVIDIA Discloses 9.3% Stake in European Cloud Provider Nebius, Sending Shares Soaring Deep News $NVIDIA(NVDA)$  $NEBIUS(NBIS)$   19:51 NVIDIA has disclosed a 9.3% stake in the Dutch cloud services company NEBIUS, according to a filing with the U.S. Securities and Exchange Commission, driving a sharp pre-market rally in the stock on Tuesday. Over the past 12 months, NEBIUS shares have surged nearly 250%. In recent years, NVIDIA has consistently increased its holdings in multiple artificial intelligence companies. The disclosure of the stake in the European cloud provider sent shares of NEBIUS significantly higher on Tuesday. The Amsterdam-based firm has grown into a
NVIDIA Discloses 9.3% Stake in European Cloud Provider Nebius, Sending Shares Soaring
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07-17

Nvidia New Hiring for New Objective

Why Nvidia turned to Microsoft for one of its biggest leadership hires in years ‌$NVIDIA(NVDA)$  ‌  Nvidia is ushering in a new era for its global sales organization. In June, Jay Puri — the chip giant's head of worldwide field operations, and a billionaire who served in Nvidia CEO Jensen Huang's inner circle — told the company he is retiring after 21 years. He will transition to an advisory role. To replace him, Nvidia looked outside its ranks — something of an unorthodox move for a C-Suite synonymous with long tenures, internal promotions, or executives coming in from acquisitions. Nick Parker, a 26-year Microsoft veteran, joins Nvidia next month. Most recently, he served as executive vice president and chief business officer of Micro
Nvidia New Hiring for New Objective

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