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NVIDIA AI Chip Demand Accelerates, Customer Profitability Becomes Key
US Stock Market Diagnosed with Exhausted Corporate Earnings and Investor Sentiment
Jim Paulson diagnosed that while the US stock market continues its bullish trend, it has already exhausted significant capacity in terms of corporate earnings, valuations, and investor sentiment. Economic slowdown may lead to interest rate declines.
Changing Logic of Data Center Investment: Cramer Sees Favorable Outlook for Large Firms
The logic of data center expansion in the U.S. is facing challenges from political and community backlash, shaking the investment landscape for AI infrastructure. Issues like electricity costs and water usage are becoming critical in the expansion of data centers.
Fed Balance Sheet at 21% of GDP: Central Banks Deflate, Liquidity Persists
Fed balance sheet at 21% of GDP, ECB below 40%, BoJ at 103%: central banks are deflating, but liquidity has not disappeared; it has changed channels.
Charles Schwab Expands Cryptocurrency Platform, Adding Trading for Solana (SOL), Avalanche (AVAX), and Chainlink (LINK)
Jackson Hole 2026: Why Kevin Warsh's First Fed Speech Could Move Crypto Prices Today
Fed Chair Kevin Warsh speaks at Jackson Hole today. Here's what the symposium is, what he might say, and how it could move Bitcoin and crypto — plus what WEEX traders should watch for.
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