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24.07.26 - 18:00
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Jensen Huang Just Revealed Nvidia′s Real Endgame — And the Risk It Creates for U.S. AI Leadership (24/7 Wall St.)
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The battle over artificial intelligence is often framed as a race between OpenAI, Anthropic, Google, Meta Platforms (NASDAQ:META), and a growing list of Chinese challengers. Investors naturally focus on which company has the smartest chatbot or the most advanced reasoning model. But that may be asking the wrong question. In a recent open letter advocating ... Jensen Huang Just Revealed Nvidia's Real Endgame — And the Risk It Creates for U.S. AI Leadership...
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24.07.26 - 17:36
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IREN Vs Nebius: Which Neocloud Should You Buy and Why? (24/7 Wall St.)
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IREN (NASDAQ:IREN) and Nebius Group (NASDAQ:NBIS) just posted quarters that expose two very different neocloud playbooks. IREN is pivoting from Bitcoin mining into GPU hosting for NVIDIA and Microsoft. Nebius is scaling a born-cloud, full-stack AI platform with Meta as its anchor. Both are backed by NVIDIA equity, both are racing for gigawatts, and both ... IREN Vs Nebius: Which Neocloud Should You Buy and Why?...
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24.07.26 - 15:51
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Futures Rebound As Brent Dips Below $100 (ZeroHedge)
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Futures Rebound As Brent Dips Below $100
US equity futures are seeing a modest rebound after posting their biggest drop this month, as Brent crude dropped back under $100 a barrel, and bond yields and rate hike odds - which track the price of oil one to one - halted their ascent. As of 6:00am ET, S&P 500 futures rose 0.3%, with the index still on track for its first back-to-back weekly loss since the early stages of the Iran war. Tech stocks remained under pressure as South Korea's memory and Japanese chip giants were pummeled. Treasury yields hovered just below their highest levels this year, while Brent fell more than 3% toward $97 a barrel.
In premarket trading, Tesla leads gains among Mag 7 stocks after the electric vehicle maker plunged about 15% on Thursday (Tesla +1.3%, Microsoft +1.1%, Alphabet +0.7%, Meta +0.7%, Amazon +0.5%, Apple +0.2%, Nvidia -0.4%)
Amkor Technology (AMKR) rallies 11% after the company announced a $1.5 billion multi-year binding agreement with Nvidia to develo...
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