The episode concludes with insights into commodities and market trends, emphasizing the importance of understanding these evolving technologies in the financial landscape.
The episode concludes with insights into commodities and market trends, emphasizing the importance of understanding these evolving technologies in the financial landscape.
The episode concludes with insights into commodities and market trends, emphasizing the importance of understanding these evolving technologies in the financial landscape.
Markets had a half session in the US on Friday night. Highly recommended to ignore the movement or price action in equities
Nvidia faces increasing scrutiny after trading algorithms uncovered critical accounting red flags in its latest earnings report, highlighting issues beneath the headline growth. Key among these is a sharp rise in accounts receivable, with the company’s Days Sales Outstanding (DSO) spiking to 53 days—well above norms and suggesting customers are taking delivery of chips they can’t pay for, resulting in phantom revenue.
You would think that the company that brought us ChatGPT – the one that supposedly aces every math test thrown at it – would be able to do the math on its own business model and cash-flow forecasts. But apparently not.
The indexes shrugged off weakness in Nvidia as a jump in other megacaps, google and Meta along with health care and consumer stocks helped carry the broader market
The indexes shrugged off weakness in Nvidia as a jump in other megacaps, google and Meta along with health care and consumer stocks helped carry the broader market
Google led the market higher overnight as enthusiasm on their TPU technology and Gemini 3 re-ignited investors AI enthusiasm
Stocks bounced back on Friday on very thin hopes for a December rate cut, as Fed Williams went against all the recent Fed speak and suggested a cut could come soon.
Nvidia faces increasing scrutiny after trading algorithms uncovered critical accounting red flags in its latest earnings report, highlighting issues beneath the headline growth. Key among these is a sharp rise in accounts receivable, with the company’s Days Sales Outstanding (DSO) spiking to 53 days—well above norms and suggesting customers are taking delivery of chips they can’t pay for, resulting in phantom revenue.
Stocks were smashed overnight as an Nvidia led rout of the AI stocks, as rate cuts were taken off the table due to better than expected Payrolls.
