A group of banks led by Morgan Stanley is preparing to sell as much as $3…
Tag: Stock Market
📰 A group of banks led by Morgan Stanley is preparing to sell as much as $3 billion of senior secured debt backing Musk’s 2022 buyout of the company. The valuation of X, formerly known as Twitter, is being boosted by a previously undisclosed stake of about $6 billion in xAI Corp., Musk’s AI startup, according to people with knowledge of the matter. https://t.co/eYVEOyMQKf
📰 X DEBT SHOPPED WITH SWEETENER: CLAIM ON $6 BILLION X’S AI STAKE
X DEBT SHOPPED WITH SWEETENER: CLAIM ON $6 BILLION X’S AI STAKE
📰 $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…
📰 $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
📰 $NVDA – AI-LINKED STOCKS EXTEND PREMARKET LOSSES NVIDIA DOWN 11.3%, BROADCOM DOWN 14.1%
$NVDA – AI-LINKED STOCKS EXTEND PREMARKET LOSSES NVIDIA DOWN 11.3%, BROADCOM DOWN 14.1%
📰 Premkt $NVDA: -11.10% $MSFT: -6.12% $COIN: -5.44% $AMZN: -4.97% $AMD: -4.73% $MSTR: -4.64% $META: -4.34% $GOOGL: -4.03% $TSLA: -3.34% $AAPL: -0.94%
Premkt $NVDA: -11.10% $MSFT: -6.12% $COIN: -5.44% $AMZN: -4.97% $AMD: -4.73% $MSTR: -4.64% $META: -4.34% $GOOGL:…