Rainy777

    • Rainy777Rainy777
      ·08-13 01:12
      I can't believe they voted this toddler into office. 

      Trump Says US Has 'Total Control' over Strait of Hormuz

      Trump says US has 'total control' over Strait of HormuzAug 12 -U.S. President Donald Trump on Wednesday said the United States in is control of the Strait of Hormuz."The U.S.A. has total control over the Strait of Hormuz. I THINK WE WILL KEEP IT!Our Naval Blockade is being called, by everyone, “A WALL OF STEEL,” and there is nothing Iran can do about it," he wrote on his Truth Social platform.
      Trump Says US Has 'Total Control' over Strait of Hormuz
      0Comment
      Report
    • Rainy777Rainy777
      ·08-13 01:09
      The only thing Nvidia announced was that large investment firms would like to invest other people's money in data centres and Nvidia would like a piece if it. But that's hardly news. Nothing else is concrete, same as the $100m investment in OpenAI from last year that never happened. 

      Nvidia Stock Rises 3% as CEO Eases AI Debt Fears

      Nvidia stock was rising in premarket trading Wednesday as fears over the company's exposure to debt fueling the artificial intelligence boom eased. CEO Jensen Huang looks like a market whisperer once
      Nvidia Stock Rises 3% as CEO Eases AI Debt Fears
      0Comment
      Report
    • Rainy777Rainy777
      ·08-11
      Too much of the increase in earnings for the $SPDR S&P 500 ETF Trust(SPY)$ comes from tech companies saying their stake in OpenAI is worth more. And without it, not much else is increasing earnings. I think we're ripe for a correction, especially with the Iran war unresolved and the slide in the yen with repeated unsuccessful USDJPY interventions.
      1221
      Report
    • Rainy777Rainy777
      ·08-04
      $143 per share for a company that earns $1.60? LOL. I guess all the Elon fans have changed their allegiance to Karp.

      Palantir Stock Surges 14% After It Lifts Annual Revenue Forecast on Steady Demand for AI-Powered Data Analytics

      UPDATE 2-Palantir lifts annual revenue forecast as data analytics spending boomsAug 3 (Reuters)-Palantir TechnologiesPLTR.Oon Monday raised its annual revenue forecast again, signaling strong demand...
      Palantir Stock Surges 14% After It Lifts Annual Revenue Forecast on Steady Demand for AI-Powered Data Analytics
      94Comment
      Report
    • Rainy777Rainy777
      ·07-31
      Interventions by both Japan and South Korea is a really bad sign. A currency crisis is brewing.

      Dollar on Track for Worst Week in Three Months Amid Fed Doubts and Massive Yen Intervention

      The US dollar is heading for its worst week in three months, tumbling to its lowest level in over a month. This decline is fueled by a double blow: growing skepticism about the Federal Reserve's...
      Dollar on Track for Worst Week in Three Months Amid Fed Doubts and Massive Yen Intervention
      368Comment
      Report
    • Rainy777Rainy777
      ·07-31
      Amazon profits aren't real. They were down if you take off revaluing their Anthropic stake.

      Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets

      UPDATE 2-Amazon soars as cloud revenue surge allays fears over ballooning AI betsJuly 31 (Reuters)-AmazonAMZN.Oshares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinfo
      Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets
      286Comment
      Report
    • Rainy777Rainy777
      ·07-31
      He will be proven right again. Much of the increases seen in big tech revenue and profits is a mirage. It is either from the unprofitable companies they invest in or revaluing equity positions or both.

      The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal

      The tech stock rebound was short-lived, but "The Big Short" investor Michael Burry hasn't retreated. Instead, he has expanded his short positions in stocks like Nvidia (NVDA) and Micron (MU). He...
      The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal
      251Comment
      Report
    • Rainy777Rainy777
      ·07-31
      Lol. Half of the increase in Azure was from OpenAI, using Microsoft's money.

      Microsoft's F4Q Puts Compute Overcapacity Debate to Rest

      1422 ET - Microsoft's recent earnings should be conclusive proof that the AI infrastructure buildout has not overextended itself, Benchmark analyst Yi Fu Lee writes in a note. "The number one investor pushback we receive is concern of AI infrastructure build out overcapacity," Lee says, citing reports of Meta considering selling excess computing power. But the strong showing from Azure--43% growth that continues to accelerate and demand continuing to exceed capacity--"puts this debate to rest," Lee says. "The company has great AI/Cloud customer pipeline visibility and the observation that any new capacity brought online is utilized serves as proof. We believe this reinforces our longstanding view that Azure growth remains constrained by supply availability rather than demand." Microsoft jumps 17%.
      Microsoft's F4Q Puts Compute Overcapacity Debate to Rest
      453Comment
      Report
    • Rainy777Rainy777
      ·07-10
      Government statistics get a bad rap but they are often compiled on very small budgets with no funding for any major changes. Maybe they will finally get a budget to allow changes. 

      Can Walmart Help the Fed Harness Real-Time U.S. Economic Data? We’re About to Find Out

      The Federal Reserve named a former Walmart CEO to a task force to develop contemporaneous data on spending, inflation and growth.
      Can Walmart Help the Fed Harness Real-Time U.S. Economic Data? We’re About to Find Out
      739Comment
      Report
    • Rainy777Rainy777
      ·06-11
      Wait, so even the most bullish Tesla analyst sees $Space Exploration Technologies(SPCX)$ as only having a 20% upside in the next 12 months? [LOL]  

      SpaceX Got Its First Analyst. How High Shares Can Go

      SpaceX stock isn’t trading yet, but it has received its first Wall Street coverage. It isn’t an official Buy, but it’s positive.Wednesday evening, New Street Research analyst Pierre Ferragu launched...
      SpaceX Got Its First Analyst. How High Shares Can Go
      1.38KComment
      Report
       
       
       
       

      Most Discussed