The gap between UK borrowing costs and other advanced economies isn't just persisting, it’s widening:
A stark reminder of the "UK premium" currently baked into markets. The more this "UK premium" embeds itself in the public finances, the higher the risk of a self-feeding vicious cycle. Source: FT, Martin Wolf
When Zoom ($ZM) was $600/sh in 2020, it had $20 million in income.
Now, Zoom is $87/sh with $2 billion in income. What does that tell you about the current AI companies? Source: Kevin Malone @Malone_Wealth
Amazon owns half the internet…
Prime, AWS, Twitch, Whole Foods, Ring, Zoox, Audible, Kindle, Alexa - the list never ends. Source: Dividend Talks on YouTube @DividendTalks
How many loans to negative cash flow start ups were made using Nvidia chips as collateral?
Source: Edward Dowd @DowdEdward
A great FT article on how OpenAI partners amassed $100bn debt pile to fund its ambitions
A great FT article on how OpenAI partners amassed $100bn debt pile to fund its ambitions.
In case you missed it... US 10-Year Treasury Yield back near its lowest level in the last 14 months 📉📉
Source: Barchart
Apple $AAPL is set to ship more smartphones than Samsung in 2025
This would be the first time it will have done so in 14 years ... Apple will ship around 243M iPhone units this year vs 235M shipments from Samsung. Bloomberg reported that Counterpoint Research expects Apple to become the No. 1 brand by shipments this year with a 19.4% market share. The report says Samsung’s Galaxy line will grow only 4.6% this year, while iPhone sales are likely to increase by 10% compared to last year.
🚨 $GOOGL co-founders Larry Page and Sergey Brin are now the 2nd and 3rd richest people on the planet.
Yes, Google just leap-frogged nearly everyone. According to Bloomberg’s latest rankings, here’s the current Top 10 richest people in the world: 1️⃣ Elon Musk — $442B 2️⃣ Larry Page — $276B 3️⃣ Sergey Brin — $258B 4️⃣ Larry Ellison — $254B 5️⃣ Jeff Bezos — $251B 6️⃣ Mark Zuckerberg — $225B 7️⃣ Bernard Arnault — $196B 8️⃣ Steve Ballmer — $166B 9️⃣ Michael Dell — $155B 🔟 Jensen Huang — $155B The Google founders jumping to #2 and #3 is a reminder of one thing: AI isn’t just reshaping technology, it’s reshaping the leaderboard of global wealth in real time. Source: Evan
