Microsoft, Meta, Amazon and Google are proving it’s all about A.I./Cloud spend, The Fed cuts Rates & President Trump and China President Xi link up.
AWS Outage, Netflix and Intel Earnings, CPI Inflation cooler than expected, FOMC Meeting on Wednesday.
Intel isn’t completely out of the woods yet but its path to improvement is hard to ignore.
You, Me & Everyone Else are All at the Mercy of Connectivity.
Trump & China back at it again, OpenAI’s Trillions in U.S. investments and Earnings season is in full swing.
Lisa Su has transformed a once 2nd tier Microprocessor into an A.I. Powerhouse.
No new news on the Government Shutdown but Earnings Season is back!
All 3 major averages closed green on Wednesday and are trading like the D.C. gridlock will be short-lived.
Latest PCE Reading, Government Shutdown, Everyone Loves Intel (INTC).
More strategic alliance deals like this to come.
The most important Fed meeting in years!
Rate cuts are expected to come fast and furious over the next 6 months.
