To The Moon

$NVIDIA(NVDA)$’s GPUs already power much of the AI boom. Now the company wants Wall Street to view them differently: not simply as technology hardware, but as productive assets that can help support billions of dollars of debt. NVIDIA is working with major financial institutions on an initiative aimed at enabling as much as $500 billion of AI infrastructure financing. The broader idea is to bring institutional capital into AI data centers and make NVIDIA-powered computing infrastructure more financeable. That creates a new question for investors: Can an expensive GPU become collateral — and will it hold enough value for Wall Street to lend against it? 🏗️ Why Does NVIDIA Need Wall Street? The AI boom is becoming extraordinarily capi

$Advanced Micro Devices(AMD)$ just made an $8.2 billion bet that the next stage of AI will go far beyond chatbots — and potentially beyond GPUs themselves. On September 28, $Advanced Micro Devices(AMD)$ agreed to acquire World Labs, the spatial-intelligence startup co-founded by AI pioneer Fei-Fei Li, in an all-stock transaction. The deal is expected to close by the end of 2026, subject to regulatory approval. Fei-Fei Li is also expected to join AMD as Executive Vice President and Chief Scientist, reporting directly to CEO Lisa Su. So why is a chip company spending $8.2 billion on AI that builds virtual worlds? 🌎 From Chatbots to 3D Worlds Most generative AI today creates tex

$Meta Platforms, Inc.(META)$ ’s new AI agent has gone from a product launch to a market story surprisingly quickly. Muse launched on September 8, reached No. 1 on the U.S. App Store within roughly 10 days, and META subsequently climbed to $741.25 on September 21, up about 21% from its September 8 close. The stock move has naturally drawn attention, but the more interesting question is what investors are actually buying into. Muse is not yet large enough to materially change Meta’s financial results; instead, its early adoption is giving the market a new way to think about how Meta could eventually monetize AI beyond advertising. The question is no longer whether consumers will try an AI agent. It is whether Meta can turn that usage into a durable,

Despite the Federal Reserve raising interest rates last week, US stocks have rallied against the trend; memory stocks continued to surge in pre-market trading today. $SanDisk Corp.(SNDK)$ climbed above 1,800—hitting a more than two-month high—while $Micron Technology(MU)$ returned to the $1,030 level, with $Western Digital(WDC)$ and $Seagate Technology PLC(STX)$ also rising. Everyone is talking about the "return of the super-cycle." However, the real signal tonight lies not in stock prices, but in the continued sharp rise of contract memory prices. 1/ In the third quarter, average selling prices (ASPs) rose by 20–30% quarter

$Alibaba(BABA)$ UNVEILS NEW AI CHIP TO TRAIN 5-10T PARAMETERSAlibaba unveiled its new Zhenwu V900 AI chip, which it says delivers 3x the performance of its predecessor and can scale to clusters of up to 500,000 chips.Alibaba also plans to expand its global data center capacity to more than 20GW by 2032, while Qwen4 is now in training and future models are expected to reach 5-10 trillion parameters.

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$Berkshire Hathaway(BRK.A)$ / $Berkshire Hathaway(BRK.B)$ Disclaimer: This article is for informational purposes only and does not constitute investment advice. 💬 Discussion prompt: What is your biggest expectation or concern for Berkshire under its new dual‑track leadership? Share your views in the comments. Berkshire Hathaway has completed the final major step in its decades‑long leadership transition. Warren Buffett, 96, is stepping down as Chairman and moving to Chairman Emeritus, while his son Howard Buffett takes over the chair role. Greg Abel, who became Chief Executive Officer in January 2026, retains full operational authority over the $1.1‑trillion conglomerate.

$Meta Platforms, Inc.(META)$’s new AI agent could push the company beyond advertising and content — and Morgan Stanley sees Muse as a major upside opportunity that may not yet be fully priced in. $Meta Platforms, Inc.(META)$ jumped 6.55% to $653.69 on September 9 after unveiling Muse, even as the S&P 500 and Nasdaq Composite fell 0.48% and 0.64%, respectively. The reason? Muse could turn Meta from a platform that helps consumers discover things into one that helps them decide and act — opening the door to the emerging $30 trillion AI-agent economy. 1.From Chatbot to AI Agent Most generative AI tools have historically been built around answering questions. Muse is design

Tonight's non-farm payrolls report was a complete surprise. August non-farm payrolls: +162,000 Market expectation: +56,000 Nearly three times the expected figure. More importantly: The unemployment rate remained at 4.1%, unchanged; Average hourly earnings increased by 0.3% month-over-month and 3.1% year-over-year; July's non-farm payrolls were also significantly revised upwards from -23,000 to +21,000. In other words, tonight's data wasn't simply a case of exceeding expectations. It's a temporary slap in the face to the market's earlier fears of a "sudden slowdown in US employment." This is certainly good news for the economy, but not necessarily for the US stock market. Because the Federal Reserve's biggest concern right now is inflation. Oil prices have already approached high levels aga