Deutsche Bank sees a potential slowdown in the overall expansion of computing power in Texas as a benefit for SpaceX.
The report notes that SpaceX has demonstrated the ability to build computing capacity faster and at lower cost than its competitors. Its new neocloud contracts with customers include a 90-day cancellation clause, allowing the company to flexibly capture upside when spot market prices rise sharply.Deutsche Bank believes that if the industry's overall computing power supply is constrained, SpaceX has the ability to significantly raise its prices over the next few years, thereby boosting revenue and EBITDA while reducing capital expenditures.$SpaceX(SPCX.US) $Nebius(NBIS.US) $IREN(IREN.US) $Coreweave(CRWV.US) $Alphabet(GOOGL.US) $Oracle(ORCL.US)
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- N
Most of the market rallies today but suspect that more downturn could happen. Semiconductor sector might overall see more drop if smart money does not buyback or there a level point that we do not know of.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hike Bets Rise as Nvidia Probes Its CEOUS hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
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The SG market is closed today so there's not much indicator on how our local stocks are going to perform following last Friday's US slight recovery. My guess for tomorrow would be sideways
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hike Bets Rise as Nvidia Probes Its CEOUS hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
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Earnings season looks more important than ever with the broader market sentiment being already slightly negative. A company's earnings call can dictate the volatility of its share price.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hike Bets Rise as Nvidia Probes Its CEOUS hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
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Cantor AI Infrastructure: 'We continue to view the selloff as a significant overreaction' - $Cipher Digital(CIFR.US) $Riot Platforms(RIOT.US) $Hut 8 Mining(HUT.US) $Core Scientific, Inc.(CORZ.US) $Keel Infrastructure(KEEL.US) $IREN(IREN.US) $Terawulf(WULF.US) $Nebius(NBIS.US) $Coreweave(CRWV.US)
Another bloody week for AI infrastructure, with Thursday the worst day and a slight recovery on Friday. Our coverage finished down an average of 9.7% w/w, compared with declines of 5.0% for QQQ and 12.1% for SOX. Three overlapping concerns drove the selloff: the availability and cost of AI funding, the viability of neoclouds given their reliance on hyperscalers and AI labs, and access to power, heightened by emphatic midterm results. The midterms delivered a blue wave, and in Texas, Gina Hinojosa defeated Greg Abbott to become the first Democratic governor since 1990. She has called for a pause on data center permits and approvals until the legislature passes community protections. In our view, the contracted and energized base is unaffected, and the impact is a slower, more selective pipeline that favors operators with signed interconnection agreements and investment-grade tenants in place. The funding fear showed up elsewhere as well. Bloomberg reported that MSFT (OW, Blakey) is tightening oversight of some neocloud projects, and Apollo (APO, NC) said on its 3Q call that it will take a more defensive approach to AI investments with a focus on secured and senior debt. Management at Apollo also described a plan to position defensively and prepare to play offense, which implies capital remains available at the right price. We also heard from CIFR, RIOT, HUT, CORZ, KEEL, IREN, and WULF. RIOT announced a 15 year, $28bn TCV lease for 910 MW at Corsicana, while IREN beat on the numbers but pushed its target of $4bn+ of contracted ARR operational from YE26 to as late as February. We continue to view the selloff as a significant overreaction, especially for operators with signed leases and permits in hand, as the contracted and energized base is unaffected by the midterms and demand for compute continues to exceed supply. - H
Lol….Another news to hit the narrative tape. What perfect timing when tech is shaky? Many will fall for it and the bears will start spewing nonsense as usual. So predictable. 😂
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hike Bets Rise as Nvidia Probes Its CEOUS hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
- K
Hot job growth pushes interest rates higher, while a key-person governance scandal rocks the lead driver of the AI rally. That dual pressure guarantees a volatile session dominated by risk-off sentiment in technology stocks.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hike Bets Rise as Nvidia Probes Its CEOUS hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
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Every rich man cant control themselves haha! One small move they make, the stock moves in every direction.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hike Bets Rise as Nvidia Probes Its CEOUS hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
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The US added 165,000 jobs in October, more than double forecasts, with the unemployment rate falling to 4.1%. Markets are currently pricing in an ~80% probability of a Fed rate hike in December, with CPI data due on Tuesday.
The impact of the CPI data on the Fed's December policy will directly affect US stock market performance this year.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hike Bets Rise as Nvidia Probes Its CEOUS hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
- D
CPI results coming in soon. Likely to accelerate further and cause rate hike…
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hike Bets Rise as Nvidia Probes Its CEOUS hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
