Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- equities
- Food for Thoughts
- macro
- Bonds
- Central banks
- Asia
- sp500
- technical analysis
- investing
- bitcoin
- markets
- inflation
- interest-rates
- europe
- Crypto
- Commodities
- ETF
- AI
- nvidia
- tech
- Forex
- earnings
- gold
- performance
- Real Estate
- oil
- bank
- geopolitics
- apple
- nasdaq
- Alternatives
- Volatility
- energy
- magnificent-7
- switzerland
- sentiment
- emerging-markets
- trading
- ESG
- Money Market
- tesla
- Middle East
- UK
- assetmanagement
- bankruptcy
- meta
- russia
- Turkey
- amazon
- ethereum
- microsoft
- Industrial-production
- africa
- France
- Healthcare
- Market Outlook
- brics
Tech Funds are on track to see inflows of $85 billion this year, an all-time high
source: BofA, barchart
BofA Hartnett: "top 5 stocks = 75% of S&P500 YTD gain
Top 3 tech stocks = 90% of tech sector YTD gain, US equity “breadth” currently worst since Mar’09". Source: BofA, TME
Terrific threes
Just 3 stocks together are now bigger than the whole of EuroStoxx50, FTSE 100 and the SMI20. source : tme
In Case You Missed It: On February 8th the Wall Street Journal reported that OpenAI CEO Sam Altman wants to raise up to $7 trillion
For a “wildly-ambitious” tech project to boost the world’s chip capacity, funded by investors including the U.A.E. — which in turn will vastly expand its ability to power AI models. To put numbers in perspective: $7 TRILLION is around ~10% of global GDP…Or the combined market cap or BOTH Microsoft & Apple. That means he wants to totally reshape the global semiconductor industry. By the way, where will all the energy needed come from? Source: VB, Creative Capital, WSJ
Over the past twelve months, Microsoft, Alphabet, Amazon, Apple, and Meta have produced a combined operating cash flow of $476.9 billion.
For three consecutive quarters, from Q2 to Q4, these five companies collectively generated over $100 billion each quarter. source : bloomberg
Investing with intelligence
Our latest research, commentary and market outlooks