On Monday, Nvidia Corp. suffered the largest single-day loss in U.S. stock market history, shedding $593 billion in market value, according to Dow Jones Market Data. The catalyst? A breakthrough attributed to Liang Wenfeng, co-founder of High-Flyer Quant and its AI-focused subsidiary, DeepSeek. DeepSeek, an advanced AI model, was developed...
Analyst Highlights Alphabet’s Potential in AI Chips but Criticizes Missed Market Opportunities As Wall Street searches for alternatives to Nvidia Corp., an unexpected player has emerged in the conversation: Alphabet Inc. (GOOGL, GOOG). D.A. Davidson analyst Gil Luria has singled out Alphabet for its tensor processing units (TPUs), describing them...
The start of President Donald Trump’s second term has sparked a robust rally, driving the S&P 500 stocks to record highs and stretching market valuations to historic levels. Investors are now exploring alternatives to megacap technology stocks, seeking more affordable opportunities that could still benefit from the administration’s early policy...
Demand for Bullish Equity Options Signals Renewed Optimism in Markets The S&P 500 (SPX) narrowly missed hitting a new all-time high on Wednesday, though Thursday’s early indicators point to a softer start. In a bullish turn, Nomura strategist Charlie McElligott suggests a potential “melt-up” could be underway. Known for his...
Tech Companies Ramp Up Stock Buybacks Despite Energy-Intensive Operations Tech companies have significantly increased their stock buybacks programs in recent years, prioritizing shareholder returns even as the industry’s energy demands continue to soar. Innovations like artificial intelligence (AI) and cloud computing require enormous amounts of energy to power data centers...
Trump’s Second Term Begins: Markets Brace for Turbulence As Donald Trump officially begins his second term as president on January 20, the nation is watching how his administration will approach the ambitious economic and policy promises made during his campaign. Trump’s pledges on issues like immigration, trade, and even cryptocurrency...
