US DEC NEW HOME SALES +3.6% TO 698K; CONSENSUS 671.0K US DEC NEW HOME SALES SUPPLY…
Day: January 27, 2025
📰 MEXICO PRESIDENT SAYS MEXICO HAS RECEIVED MORE THAN 4,000 DEPORTEES FROM U.S., MOST OF THEM MEXICAN, FROM JAN. 20-26
MEXICO PRESIDENT SAYS MEXICO HAS RECEIVED MORE THAN 4,000 DEPORTEES FROM U.S., MOST OF THEM MEXICAN,…
📰 $NVDA – NVIDIA SHARES SINK 13% IN BIGGEST DROP SINCE 2020
$NVDA – NVIDIA SHARES SINK 13% IN BIGGEST DROP SINCE 2020
📰 $NVDA – MUSK SUGGESTS DEEPSEEK ‘OBVIOUSLY’ HAS MORE NVIDIA GPUS THAN CLAIMED Elon Musk and Alexandr Wang suggest DeepSeek has about 50,000 NVIDIA Hopper GPUs, not the 10,000 A100s they claim, due to U.S. export controls. Musk, with experience from xAI, agrees with Wang’s assessment. Analysts at Cantor see this as positive for NVIDIA, despite a pre-open drop of 11% in NVIDIA’s stock due to AI spending concerns.
$NVDA – MUSK SUGGESTS DEEPSEEK ‘OBVIOUSLY’ HAS MORE NVIDIA GPUS THAN CLAIMED Elon Musk and Alexandr…
📰 UNITED STATES REPORTED FIRST OUTBREAK OF HIGHLY PATHOGENIC H5N9 BIRD FLU IN POULTRY – WOAH
UNITED STATES REPORTED FIRST OUTBREAK OF HIGHLY PATHOGENIC H5N9 BIRD FLU IN POULTRY – WOAH
UK Drama School LAMDA Opens In New York; Channel 4 Launches ‘First Dates Beach Club’; BFI Flare Opener; ‘Hacks’ Comes To Sky – Global Briefs
UK Drama School LAMDA Opens In New York Top UK drama school LAMDA is opening in…
📰 *COLOMBIAN PESO SLUMPS 1.5% ON OPEN AMID TRUMP TARIFF SPAT
*COLOMBIAN PESO SLUMPS 1.5% ON OPEN AMID TRUMP TARIFF SPAT
📰 $MSTR – MICROSTRATEGY FILES MIXED SECURITIES SHELF
$MSTR – MICROSTRATEGY FILES MIXED SECURITIES SHELF
📰 $NVDA The DeepSeek sell-off: Analyst Reactions: 🔸 JPMorgan (Sandeep Deshpande): Suggests the AI investment cycle might be overhyped; DeepSeek’s efficiency could lead to a more efficient future. 🔸 Jefferies (Edison Lee): Proposes two strategies post-DeepSeek: continue investing in computing power or focus on efficiency, potentially reducing 2026 AI capex. Contrasting Views: 🔸 Bernstein (Stacy Rasgon): Believes the panic is overblown; maintains outperform ratings on Nvidia and Broadcom. 🔸 Citi (Atif Malik): Acknowledges a challenge to US dominance but emphasizes the advantage of access to advanced chips, maintaining a buy on Nvidia. Efficiency and Costs: 🔸 Raymond James (Srini Pajjuri): Suggests that if DeepSeek’s innovations are adopted, training costs could decrease, questioning the need for large GPU clusters. Market Dynamics: 🔸 Cantor (C.J. Muse): Sees DeepSeek’s developments as bullish for compute demand, suggesting increased rather than decreased need for GPUs, advocating to buy Nvidia on any dips.
$NVDA The DeepSeek sell-off: Analyst Reactions: 🔸 JPMorgan (Sandeep Deshpande): Suggests the AI investment cycle might…
📰 $MSTR – MICROSTRATEGY BOUGHT 10.1K BTC FOR $1.1B AT AVG PRICE OF $105,596
$MSTR – MICROSTRATEGY BOUGHT 10.1K BTC FOR $1.1B AT AVG PRICE OF $105,596