Winners & Losers in Trump’s Trade War
The new tariffs will be more extensive than those imposed during Trump’s first term. Starting Tuesday, the U.S. will enforce a 25% tariff on imports from Canada and Mexico, along with an additional 10% levy on Chinese goods. This escalation broadens the trade war, affecting both allies and rivals. Energy imports from Canada, including oil, […]
IBM Stock Skyrockets! Breaking Down Its Biggest Rally in Decades
IBM’s Growth Outlook Strengthens as AI Boosts Consulting Business. IBM is making a strong comeback. That’s the sentiment from Evercore ISI analyst Amit Daryanani, following International Business Machines Corp.’s (IBM) latest earnings report. The company’s optimistic outlook has Wall Street excited, sending IBM’s stock soaring—leading gainers in both the S&P 500 and Dow Jones Industrial […]
Meta AI Push: Bigger Than DeepSeek
Meta CEO Calls Consumer AI ‘One of the Most Transformative Products We’ve Made’ For those expecting Meta Platforms Inc. to scale back its aggressive spending after the DeepSeek news, think again. Not only did Meta (META +0.32%) reaffirm its capital expenditure forecast of $60 billion to $65 billion for the year—first shared by CEO Mark […]
Barclays: Rate Hikes Unlikely, But Key Indicators Bear Watching
While the Federal Reserve is widely expected to hold interest rates steady on Wednesday, discussions around potential hikes have gained traction. Analysts at Barclays reaffirmed their expectation for slightly lower rates through 2025 but cautioned that rate hikes aren’t entirely off the table. Options markets have begun pricing in a roughly 25% probability of an […]
How AI-Driven Trading Erased $600B from Nvidia
On Monday, Nvidia Corp. experienced the largest single-day market cap loss in U.S. history, shedding $593 billion, according to Dow Jones Market Data. The trigger? A breakthrough attributed to Liang Wenfeng, co-founder of High-Flyer Quant and its AI-focused subsidiary, DeepSeek. DeepSeek, a cutting-edge AI model, was developed by High-Flyer Quant, one of China’s leading quantitative […]
Nvidia vs. Alphabet: The Real AI Rivalry?
Alphabet’s AI Chips Show Potential, But Analyst Says Company Misses the Mark on AI Hardware Opportunity Wall Street continues to explore alternatives to Nvidia Corp., and one analyst has spotlighted an unexpected contender: Alphabet Inc. (GOOGL, GOOG). D.A. Davidson analyst Gil Luria recently identified Alphabet as having the “most compelling alternative to Nvidia GPUs,” crediting […]
