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🐶 Options Puppy | What Catalyst Push NVIDIA Above $220 This Week? 🚀🔥NVIDIA is already trading around the $224 area, so the question I ask myself is not whether it can touch $220, but whether it can h...
Wall Street now lends against GPUs like they're houses. But houses don't lose half their value when the next model ships — here's the $500 billion machine, and its crack.
Selling Lumentum ahead of quarterly results is technical profit-taking? Does not change the technical outlook?
Let's see how it performs today.
Earnings beat expectations. A dip then rise is healthier than a rise then fall.
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
0811 Dolphin Focus: 🐬 Macro/Industry 1. Douyin Life Services made Doubao an exclusive hospitality & travel transaction channel effective 00:00 on Aug 10. Hotel orders incur an 11.4% software service fee plus a 0.6% payment processing fee, for a 12% all-in take rate. Previously, Doubao traffic was categorized under Douyin’s organic channel with an 8% blended rate.
Doubao stated there are no paid hotel ads or paid ranking mechanisms, and merchants cannot pay to influence recommendation order.The channel leverages AI search to drive incremental traffic. We will monitor whether the added order volume offsets merchants’ higher channel costs...The quarterly report of LumeRTe is the top focus today. With the Middle East situation unclear and the eve of the CPI release, this announcement carries an atmosphere of going against the current.
Last night, it dropped first as a gesture of respect; big money has already voted with their feet. I didn't have time to take a screenshot. What are the odds of a rise or fall today?
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
The AI industry looks set to be more ingrained into the economy with this next step up with the financial heavyweights. Looks like compute will be some sort of a commodity in the future.
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
Markets face a volatile week as inflation data, earnings, oil tensions, and rate expectations drive sentiment. Hong Kong consumer stocks remain resilient, while technology shares face pressure.
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
War on Iran, keep sending different signals to the whole world. at first say negotiations and close the deal soon, now see, new signals to the world again.
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
MTI raises Singapore’s 2026 GDP forecast to 4.5–5.5%, powered by the AI capex wave. Strong momentum, but concentration is a risk. Singapore may need to diversify beyond AI-led manufacturing before the cycle turns.
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
PH over, back to the markets. Still lots of earnings to be reported in the coming days and weeks. Hopefully to get a better sense how different sectors of the AI supply chains are doing.
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
What I'm closely watching this week is Wednesday's CPI & Thursday's PPI, as these will indicate the direction of the next FED's meeting. With reports saying Iran and US still far off from reopening Strait of Hormuz, oil has started to spike upwards again. While this does not come as a surprise, it does mean that we are not in the clear just yet even though the market is at all time highs.
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
Beware of round tripping whereby company A team up with B to invest in C who will buy company A and/or B’s products/services
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Firms Partner With $NVIDIA(NVDA.US) Nvidia On $500B AI Financing Deal - FT - $Apollo Global(APO.US) $Brookfield Asset(BAM.US) $BlackRock(BLK.US) $Goldman Sachs(GS.US) $KKR(KKR.US)
➤ Wall Street Giants Partner W/ Nvidia On $500B Ai Financing➤ Nvidia Financing Deal Could Be Announced As Soon As Monday➤ Firms In Deal Include Apollo, Blackstone, Blackrock➤ Firms In Deal Include Brookfield, Goldman Sachs And KKR📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Frontier Power Selects 230 MW Battery Storage Projects Using $EOS Energy Enterprises(EOSE.US) Eos Batteries
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐅𝐫𝐨𝐧𝐭𝐢𝐞𝐫 𝐏𝐨𝐰𝐞𝐫 𝐔𝐒𝐀 selected 𝟒 battery energy storage projects from Stella Energy.➤ Projects total approximately 𝟐𝟑𝟎 𝐌𝐖 / 𝟗𝟐𝟎 𝐌𝐖𝐡 of battery storage capacity.➤ Projects include 𝐁𝐥𝐚𝐧𝐪𝐮𝐢𝐥𝐥𝐚, 𝐀𝐫𝐚𝐧𝐬𝐚𝐬 𝐏𝐚𝐬𝐬, 𝐍𝐚𝐬𝐡, and 𝐖𝐚𝐥𝐥𝐢𝐬.➤ Projects are expected to deploy 𝐄𝐨𝐬 𝐄𝐧𝐞𝐫𝐠𝐲'𝐬 𝐙𝟑 long-duration battery technology.➤ Closing remains contingent on completion of 𝐄𝐨𝐬'𝐬 recently announced 𝐫𝐢𝐠𝐡𝐭𝐬 𝐨𝐟𝐟𝐞𝐫𝐢𝐧𝐠.➤ The projects are the 𝐟𝐢𝐫𝐬𝐭 to advance under FPUSA's strategic partnership with Stella.➤ FPUSA previously secured a 𝟐 𝐆𝐖𝐡 battery capacity reservation agreement with Eos.➤ FPUSA will fund 𝟏𝟎𝟎% of construction equity, with Stella leading project execution.➤ FPUSA's capital base is backed by 𝐂𝐞𝐫𝐛𝐞𝐫𝐮𝐬, with support from Hudson Bay and KKR Capital Markets.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ Supports deployment of 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧-𝐦𝐚𝐝𝐞 long-duration energy storage.➤ Expands Eos' commercial pipeline and validates demand for its 𝐙𝟑 battery platform.➤ Advances large-scale battery storage development across the 𝐄𝐑𝐂𝐎𝐓 power market.SingTel at an all time high on the data center deal talks with KKR. our boring telco turning into a data center play, who knew 👀
For years investors held Singtel (SGX:Z74) for one reason: the yield. That story is quietly changing, and it matters for how you value it. What is actually happening Two moves landed together. Singtel...
two Singtel moves at once: the DISG AI partnership and the KKR-backed ST Telemedia data-centre deal at over US$3.9B. data centres are the picks-and-shovels of the AI build-out, and Singtel is leaning in hard while still paying a 4%+ yield 🧠
