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Daily post about finance and breaking news| JustDario
This year alone, the total CAPEX on AI infrastructure from Big Tech companies is expected to reach 330 billion $, with Microsoft accounting for more than one-third of it, as per the latest results and projections. Where is all this money going to be spent? To buy chips and build...| JustDario
As I am writing this article, SoftBank Group shares are up ~5% after the release of the latest Full Year earnings results. We know that traders nowadays only follow headlines that are carefully crafted to always deliver the most bullish narrative and hardly spend any time digging into the numbers...| JustDario
THE #STOCKS HOUSE OF CARDS IS WOBBLING… AGAIN| JustDario
THE AI END GAME: WINNER TAKES IT ALL AND EVERYONE ELSE LOSES MASSIVELY| JustDario
CHEF’S TABLE: NVIDIA| JustDario
