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11.07.26 - 23:00
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5 Charts To Navigate This Chaotic Market (ZeroHedge)
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5 Charts To Navigate This Chaotic Market
Authored by Adam Sharp via DailyReckoning.com,
I have 5 charts for you today which put this crazy market into context and give some clarity on what might come next.
We're at a fascinating crossroads for markets, geopolitics, and finance.
Let's get started.
Semis Party Like It's 1999
First up, semiconductor returns. The index below includes U.S. semi stocks like Nvidia, Micron, Intel, Broadcom, Marvell, Texas Instruments, and more:
Source: Charlie Bilello
As you can see, during the dotcom bubble, semiconductor stocks soared 234% over 14 months in the period leading up to February 2000. That was the peak of the market, and tech stocks wouldn't recover for about 15 years.
And in the past 14 months, SOX is up 237%. Reminiscent of the dotcom days.
Maybe this time is different, and yes, the stocks are more profitable today. But it's undeniable that markets are getting bubbly. Semis are looking especially frothy. When AI spending inevitably slows down,...
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11.07.26 - 07:31
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Meta Platforms Aktie: Meta kündigt eigene KI-Chips an - endet die Abhängigkeit von NVIDIA? (Aktiencheck)
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Frankfurt (www.aktiencheck.de) - Meta Platforms-Aktienanalyse von XTB:
Die Experten von XTB nehmen die Aktie von Meta Platforms Inc. (ISIN: US30303M1027, WKN: A1JWVX, Ticker-Symbol: FB2A, NASDAQ-Symbol: META) unter die Lupe.
Die Meta Aktie stehe im Mittelpunkt der Aufmerksamkeit. Anders als in den vergangenen Monaten gehe es dieses Mal jedoch nicht um ein neues KI-Modell, sondern um einen strategischen Umbau der eigenen Infrastruktur. [mehr]...
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11.07.26 - 07:12
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Is Bloom Energy the Next Nvidia? (Fool)
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Bloom and Nvidia stocks have both grown over tenfold in five years. But can Bloom match Nvidia's earnings power to keep the momentum going?...
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10.07.26 - 18:18
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AI′s $15 Trillion Opportunity Is Just Getting Started (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) told investors to expect $91.0 billion in revenue for the second quarter of fiscal 2027, plus or minus 2%. That figure is guidance, not a reported result, and it excludes any Data Center compute revenue from China. Now, this figure is significantly higher than the $81.61 billion the company just delivered in Q1 ... AI's $15 Trillion Opportunity Is Just Getting Started...
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