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Executive Summary: The rapid revenue growth of cloud providers that meet AI data storage needs has enticed lots of players to build new data center capacity. Some, like Amazon and Open AI, are doing so to meet their own AI
Executive Summary: Investors in Japan’s stock and bond markets aren’t likely to welcome the policies of Japan’s probable new prime minister. William explains why. … Also: Political and fiscal crises in France are rocking that nation’s financial markets as investors
Executive Summary: Chinese stocks are rallying on AI exuberance and a leap of faith that governmental reforms will bear fruit, with little fundamental support for their ascent from earnings or economic data. William likens it to a similar runup a
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
Today, Oracle disclosed that its AI cloud business—particularly server rentals using Nvidia chips—is yielding very slim profit margins. That news weighed on the stock market, especially on technology stocks. Oracle’s stock price fell 2.5%. The Magnificent-7 declined 1.1%. Financial
Semiconductor stocks have certainly benefited from the AI boom. All those data centers being built will be filled with chips (chart). All those autonomous-driving vehicles will also be stuffed with chips, and so will humanoid robots. And they will
From time to time, we will review and update some of our good market calls. We hope this provides a helpful perspective on our approach to market forecasting. Today, let’s review and update our thoughts on the outlook for gold: (1) We first
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