Honesty
Source: Strati Georgopoulos
3 simple rules in life
Source. Mindful Maven
The current earnings season has largely been a rough one for cloud software providers.
Source: Win Smart, Factset
The $SPX is the most concentrated since 1964.
Restated, it has been 60 years since four stocks have accounted for this big a share of the $SPX. Source: Jim Bianco
$200 million since the verdict...
Source: Leading Report
Exit polls show a clear victory for Prime Minister Modi’s party BJP + allies (called NDA = National Democratic Alliance).
The market is likely to view this very favorably, expecting another 5 years of policy stability, reforms and visibility on growth. Source: Bloomberg, David Ingles
Nvidia $NVDA announced the next generation of its artificial intelligence processors on Sunday in a surprise move less than three months after its most recent launch.
At the Computex conference in Taipei, the chipmaker’s chief executive Jensen Huang unveiled “Rubin”, the successor to its “Blackwell” chips for data centres, which are currently in production after being announced in March. The unexpected move to reveal its next wave of products before Blackwell has even started shipping to customers shows how the world’s most valuable chipmaker is racing to entrench its dominance of AI processors, which has propelled it into the ranks of the world’s most valuable companies. “A new computing age is starting,” Huang said, as Nvidia also unveiled new AI chip deals with PC makers. Source: FT https://lnkd.in/edmWpGEZ
The cost to hedge a 10% drop in the S&P 500 reached its highest level since October
Source: Win Smart, Bloomberg
