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Steve Wyett says access to capital for AI-tied companies is where stress will notably hit their bottom lines, seen in the reaction to Meta Platforms (META) earnings. He adds that demand is increasing but the cost of compute is going down, a dichotomy he sees as bearish long-term. Lingering pressure…
Agustín Escobar te lleva a través de los titulares del mercado de esta semana.
Meta Platforms (META) earnings, paired with CoreWeave (CRWV) and its mounting debt, are two key factors Marta Norton attributes to "squeamishness" in the AI trade. An ever-changing landscape for tech also makes it hard to pick winners. While AI remains the key driver behind U.S. economic …
Tom Staudt, president of ARK Invest (@ARKInvest2015), discusses how the decline of AI inference costs opens the door to a stronger productivity, which in turn leads to a stronger economy. A tentative merger between Tesla (TSLA) and SpaceX (SPCX) is something he believes adds to that thesis. Tom poi…
Another volatile week for the stock market comes to a close, and that volatility extends to global markets with SK Hynix (SKHY) scrapping its Solidigm IPO, for now. Crude oil's climb back over $100 has international investors nervous of destruction demand in the energy trade. Sam Vadas and Marley K…
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