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Columns Wall Street Today: DJIA, S&P 500, Nasdaq Comp Set Records as DELL, PLTR, SMCI, IBM, ORCL, MSFT Soar
The Dow-30, S&P 500 and Nasdaq Composite all set record highs Friday as U.S.-Iran peace hopes and a 30%+ pop for Dell helped spark a rally that saw IBM, Microsoft, Nvidia, Salesforce, Oracle, Super Micro, Micron and other techs rise.
The $Dow Jones Industrial Average (.DJI.US)$ rose 363.49 points (0.7%) to a 51,032.46 record close, while the $S&P 500 Index (.SPX.US)$ added 16.43 ticks (0.22%) to a be...
The $Dow Jones Industrial Average (.DJI.US)$ rose 363.49 points (0.7%) to a 51,032.46 record close, while the $S&P 500 Index (.SPX.US)$ added 16.43 ticks (0.22%) to a be...
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Nvidia's next AI rack cycle may be bigger than just another GPU upgrade. According to the Morgan Stanley BOM estimate, the value of a single VR200 NVL72 rack could reach about $7.80 million, up 95% from about $3.99 million for GB300.
That matters because the value increase is spread across the whole AI rack. GPU value rises, but the bigger investment question is which non-GPU hardware layers get repriced as AI systems become dense...
That matters because the value increase is spread across the whole AI rack. GPU value rises, but the bigger investment question is which non-GPU hardware layers get repriced as AI systems become dense...
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$Zip Co Ltd (ZIP.AU)$ Another breach. Brace yourself guys.
$Zip Co Ltd (ZIP.AU)$ I will see you guys at 1.2.
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$Life360 Inc (360.AU)$ That is the chat of two months ago. Brace for it.
$Zip Co Ltd (ZIP.AU)$ Don’t get too excited, guys. Be A patient, it will get better.
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$Zip Co Ltd (ZIP.AU)$ finally share buyback
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$Zip Co Ltd (ZIP.AU)$ super fund starts kicking in however it is still hard to tell the bottom under current backdrop. Be a patient I guess.
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