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In this episode, we break down what happened over the last week with the threat of Tariffs on Canada and Mexico. From the initial 25% tariffs on Canada and Mexico to the last-minute...
The artificial intelligence (AI) revolution is moving at lightning speed, and one of the biggest stories from last week underscores just how critical the technology has become—not just for Silicon...
Nvidia’s (NASDAQ:NVDA) market cap dropped, DeepSeek continues to disrupt, and European banks outperformed the Mag 7. Here are the last seven days in seven charts. 1. $590 Billion Dollars of Nvidia...
If you’re looking to understand what drove Nvidia (NASDAQ:NVDA) shares to a record one-day loss of market cap last Monday, look no further. Jeffrey Emanuel wrote up the definitive analysis last...
DeepSeek’s latest AI model sent shockwaves through the market, triggering the largest single-day market cap decline in history. Simon and I break down what makes DeepSeek-R1...
The US stock market, especially the tech sector, is still reeling from the new cost-to-performance efficiency standard established by the Chinese DeepSeek AI model. Over the week, Nvidia...
DeepSeek won’t cause the Fed to tighten monetary policy. It won’t cause a financial crisis or a credit crunch. Of course, it might have a negative wealth effect on Nvidia’s (NASDAQ:NVDA)...
A little-known AI research lab from China, DeepSeek, has unsettled Silicon Valley. It released AI models that outperform American counterparts despite using lower costs and less advanced hardware....
AI stocks took a major hit this week, sparking concerns across portfolios! In this video, we break down Monday’s dramatic market movements, focusing on the crash in AI-related stocks, including...
Q4 S&P 500 EPS growth is expected to come in at 12.7%, the highest growth rate in three years. Large-cap outlier earnings dates this week include: LUV, KMB, PPG (WA:IBSP), CI, CB, and...
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