Uddrag fra finanshusene BNP Paribas og Goldman, samt Bloomberg Bloomberg’s Mark Cudmore said earlier that the emergence of ...
Global Week Ahead: Fed and ECB, Lunar New Year, 20% S&P Earnings Monday : China industrial profits and PMI,...Læs mere » ...
VDA – dead money NVDA has perforated the positive trend line that started in December 2023. Today the stock crashed ...
Læs hele analysen fra Danske Bank her AI’s Sputnik moment ? A short Q&A on DeepSeek What happened? On 20 January the Chinese ...
Goldman trader Jia Wen Tuea AI’s Sputnik Moment. Back in May 2017, AlphaGo (backed by Google) beat Ke Jie (world’s #1 Go ...
The Mag5s (NVDA + its top 4 customers, i.e. Microsoft, Google, Amazon, Meta) have contributed approximately 700 points ...
Uddrag fra Goldman/ Zerohedge/ Summary After the remarkable December flip-flop, when – just three months after the September ...
Morten Springborg Thought leader for trends and themes affecting the global economy and capital markets, C Worldwide Equity ...
DeepSeek is something we are going to be talking about a lot this week and especially ahead of Mag 7 earnings where...Læs ...
PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR ...
PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR ...
Uddrag fra Authers, FT DeepSeek matters so much because it calls into question two fundamental assumptions that have underpinned the market since the launch of...Læs mere » ...
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