- täglichErscheinungsrhythmus
- 26 mintypische Länge
- vor 3 Tagenletzte Folge
Folgenzu den neuesten
Pivotal days for tech and AI stocks, FX and rates
Today, markets are looking pivotal across the board ahead of the single biggest earnings report of the quarter as Nvidia reports after the market close today. Is the AI chip focus shifting a bit more toward inference and away from GPU's? Me
Which vehicle does the Musk cult choose post SpaceX IPO?
Today, a look at markets that are - and should remain - a bit nervous given the big push higher in global yields of late. Up ahead, we have some huge tests for this market, including Nvidia's earnings report Wednesday, a critical Starship l
Global bond yields are the captain now.
Today, a look at global bond yields setting the agenda across markets, the "nothingburger" Xi-Trump summit failing to make waves, the king of earnings reports coming in this week in the form of Nvidia's call after the close on Wednesday, a
Dip bought as Jensen Huang joins Trump in China. Also: oil, gold and wheat.
Today, a rundown of the market largely springing quickly back from a vicious semi-conductor sell-off ahead of critical potential incoming news as Jensen Huang is set to join Trump in Beijing as we await the outcome of the Trump-Xi summit. I
Korean politician pops the chip vibe. Sterling under pressure.
Today - a Korean politician sparked enormous volatility in the key chip names there on suggesting the idea of a "citizens' dividend" to be extracted from the companies' enormous profits. It's an important test of the chip space after the re
Trump-Xi summit an historical moment. Also, an exquisitely timed IPO on deck.
Today, a look at the massive further ramping in the hottest AI-adjacent hardware names on Friday, although it was a former SaaS victim that rallied hardest in an ironic twist. Elsewhere, we note one of the more exquisitely timed AI-related
Some relief in software. Eyes on Trump-Xi next week.
Today, a look at US market performance behaving very differently yesterday as some software names got a big boost on an otherwise negative day, in part on DataDog's earnings result. Also, an interesting geopolitical signal comes out of Gree
Chip madness getting close to FOMO mania phase?
Here is today's John J. Hardy substack post. (https://johnjhardy.substack.com/p/chip-madness-getting-close-to-fomo) Today, a look at the latest run-up in semiconductor names, especially after AMD reported earnings yesterday after the close
Does this market rhyme with 1926, 1928 or even 1929?
Today, a look at the remarkable US market and its seeming immunity to any external development and what that suggests about where we may be in some sort of bubble super-cycle, one that has the host thinking of 1929, perhaps because he is re
JPY intervention! And, can Economist covers open the Strait of Hormuz?
Today we discuss the key companies reporting in this week's earnings bonanza with Saxo Equity Strategist Ruben Dalfovo, including Meta, Alphabet, Amazon and Microsoft and Apple. We also note Nvidia's big drop on an otherwise positive day fo
