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Thursday, April 3, 2025
The AI boom
is shaking up The AI tech world—and everyone’s racing to stake their claim.
From next-gen cloud platforms to flashy partnerships with Big Tech, the gold rush is on.
So it’s no shock that some startups are jumping on the hype train and heading straight for the public markets.
But here’s the thing: hype doesn’t equal substance.
One cloud computing startup just hit Nasdaq, hoping to ride the AI wave to glory.
But before you buy into the buzz, you might want to pump the brakes.
Because there’s a thin line between “the next big thing” and a risky bet dressed up in buzzwords.
This IPO? It might be more smoke than fire.
Tariff sell-off 'is not the tech wreck,' Ed Yardeni says
financial analysts discuss the recent significant stock market plunge and its implications on the U.S. and global economy due to ongoing tariff uncertainties. They emphasize that while panic selling is evident, there are opportunities for value in certain sectors, though caution is advised as the situation will take time to stabilize. The analysts delve into sectors such as technology, energy, and financials, addressing concerns about potential inflation and its relationship with the Federal Reserve's monetary policy. They highlight the current labor market's strength while acknowledging looming recession fears and layoffs, painting a complex picture of the economic landscape.
Stock Market Today: Steep Tariff Sell-Off, INTC & TSM Joint Venture, RH ...
Caroline Woods discusses a significant sell-off in the markets, marking the largest decline since 2020, primarily driven by unexpectedly high tariffs announced by President Trump. The Russell 2000 index plummeted over 6.5%, reaching a 15-month low, while major indices such as the Nasdaq and S&P 500 also experienced substantial losses. Tech stocks, particularly semiconductors, were among the hardest hit, with notable declines from major companies like Apple and Amazon. Despite the market turmoil, Intel announced a joint venture that led to its stock rising, showcasing contrasting fortunes within the secto
Wednesday, March 5, 2025
Prosper Trading Academy's Scott Bauer says Palantir (PLTR) i
Prosper Trading Academy's Scott Bauer says Palantir (PLTR) is in "no man's land" as its sell-off continues. However, he notes the stock can become a "valuation play" once it builds up support levels. Scott later turns to Roku Inc. (ROKU) and ZScaler (ZS) while Rick Ducat analyzes the technical trends of all three companies.
The spring could have huge rallying months, says Fundstrat’s Tom Lee
. They share insights on the likely choppy market conditions in the first half of the year, with Parker remaining optimistic about potential recovery as companies adapt to changing policy environments. Both experts agree that despite recent challenges, there may be opportunities for a market rally in the coming months if certain economic indicators align favorably.
Saturday, February 1, 2025
Ark's Cathie Wood on DeepSeek, AI, Crypto, Trump
This discussion highlights how the decreasing costs of AI innovation are reshaping the tech sector, particularly in the competition between inference and training chips. While industry giants like Nvidia and Microsoft currently dominate, falling costs could enable mid-cap firms to gain market share. Key applications such as autonomous mobility and healthcare advancements are identified as areas where AI is poised to make a major impact. Additionally, the conversation explores the geopolitical dimensions of AI, including US-China tech competition and evolving cryptocurrency regulations.
Be Careful With Nvidia, AI Theme in 2025, Veteran Investor Dan Niles Says
In this video, Mark and Dan discuss the current state of global markets and investment opportunities amidst economic uncertainties, particularly focusing on emerging markets, valuations, and the implications of AI-driven investments. Mark shares insights on how political rhetoric regarding tariffs may inflate fears but also create potential for lucrative investments in undervalued foreign markets like China. They express concerns about high valuations in the U.S., especially among AI-related stocks, while recommending strategies to navigate potential volatility.
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