Do you guys think that the AI
Funds are running out of this zone to power and energy zone or robotics world….. any suggestions of zone That might be a new fantasy world?
What's on your mind?
Do you guys think that the AI
Funds are running out of this zone to power and energy zone or robotics world….. any suggestions of zone That might be a new fantasy world?
Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...
$Apple(AAPL.US)
Context: The market sentiment surrounding Apple stock remains strong as the stock continues to power up, almost challenging the resistance of 335.50 which was last touched on 14 September 2026.
According to the Counterpoint Research report for the second quarter of 2026, the shipment of global smartphones dropped 7% yoy due to higher costs and prices but developed markets showed more resilience. Shipments in North America in fact increased by 6%.
Apple’s market share for Q2 was a record 21%, an increase of 13% yoy as it maintained its prices. For the first half of 2026, it lost to Samsung for global market share by a whisker of less than 1%.
My Trade: Continue to hold but won’t be adding at this price as there is a risk it is close to overbought levels.
Takeaway: H1 shipment numbers were great. Apple stock looks bullish but it remains to be seen if it can break the resistance of 335.50.
While the headline about slowing down AI development caused a sharp knee-jerk selloff in chips, the structural demand for hardware infrastructure remains incredibly strong. Cybersecurity surging makes sense as a defensive play, but panic selling chips ignores the long-term growth curve of automation and enterprise adoption
Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...
Source: Mark Gurman
Talks about slowing down AI is nothing new. It is indeed warranted that development has to be done in a responsible way. but this isn't something that will actually slow anyone down. a lot od noise, pullback is good for entry.
Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...
The rate of progress in AI has been unprecedented and unmatched. The fear is that we can lose control of the technology and create something that can be a danger to us. This may sound like a familiar plotline from one of the movies that Hollywood churned out in the past but I think it is a very valid concern. Our laws are also having to play catch up.
Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...
With the emergence of a second war in the middle east, analysts are forecasting 2 rate hikes this year instead of the original 1. A high 90% probability of rate hike in a few days' time would probably see FED raising interest rate for the first time since 2023. Though I would not be surprised if Trump's pressure on FED leads to them holding off for yet another period of time before the inevitable will happen.
Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...
I think today's trading session would be the calm before the storm, with most stocks already in "the sea of red" yesterday. FED'S rate decision on Thurs early morning would be crucial: though I believe most stock prices have already started pricing in rate hike, of it does happen, brace yourself for more impact.
Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...
Many factors that tell the narrative that if the market will hike rates and triple witching then markets most likely drop more. However, will the general market be a drop then rebound next week or more selling gets more selling pressure due to it being in negative gamma flip line? Don't rush, don't predict. Chill and sit out if the market is too rushed for you(myself) included.
Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...