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28.02.26 - 15:30
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The Inflation Spark That Could Become A Deflation Shock (ZeroHedge)
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The Inflation Spark That Could Become A Deflation Shock
Authored by Robert Burrows via BondVigilantes.com,
Memory chips have quietly become the most important commodities in the global economy.
DRAM (Dynamic Random Access Memory) is considered the workhorse of the digital world. It functions as the operating memory when a device is turned on, and this memory is lost when a device is switched off. These chips are used in almost all electronic devices. They play a critical role and sit at the heart of everything from AI servers, cars, smartphones, laptops and more.
The Nvidia type of chips – GPUs (Graphics Processing Units) – are used for computational purposes but are also heavily reliant on DRAM chips.
Many will be aware of the rise of semiconductors and the rapid ascent of Nvidia but few will be aware of the changes ripping through another part of the semiconductor industry: DRAM chips, which have a very direct effect on all of our everyday lives. When Covid disrupted supply chains, we ...
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28.02.26 - 14:33
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Netflix, Nvidia, AMD And More: 5 Stocks Investors Couldn′t Stop Buzzing About This Week (Benzinga)
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Retail investors talked up five hot stocks this week (Feb. 23 to Feb. 27) on X and Reddit's r/WallStreetBets: NVDA, NFLX, AMD, PLTR, CRM.
Latest Ratings for NVDA
DateFirmActionFromTo Mar 2022Goldman SachsReinstatesNeutral Feb 2022Summit Insights GroupDowngradesBuyHold Feb 2022MizuhoMaintainsBuy
View More Analyst Ratings for NVDA
View the Latest Analyst Ratings
Importance Rank:
1
read more...
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28.02.26 - 11:24
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OpenAI announces $110bn funding round that would value firm at $840bn (The Guardian)
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Deal signals feverish pace of AI investment with multibillion-dollar backings from Nvidia, Amazon and moreOpenAI said on Friday it is raising $110bn in a blockbuster funding round that would value the ChatGPT maker at $840bn, in a deal that signals the feverish pace of investment in artificial intelligence.It's more than double the amount the company raised last year, when it racked up $40bn in the largest private tech deal on record. Continue reading......
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