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NASDAQ25,136-0.91%│S&P 5007,562-0.41%│BTC/USD$68,285-3.85%│CSI 3004,016-0.68%│DXY103.41+1.73%│VIX19.3+3.21%│GOLD$3,888-5.51%│NASDAQ25,136-0.91%│S&P 5007,562-0.41%│BTC/USD$68,285-3.85%│CSI 3004,016-0.68%│DXY103.41+1.73%│VIX19.3+3.21%│GOLD$3,888-5.51%│

themes

AI Tech

Daily curated global finance headlines in this column. 500 articles.

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Daily overseas finance news in-app; members get curated thesis, variables, and trade logic via email/SMS before the open.

3 hr ago
NVDA

Cohere announces acquisition of cubic, aimed at boosting AI cyber defense

Cohere announces acquisition of cubic, aimed at boosting AI cyber defense. Market participants are assessing the implications for related sectors and asset pric…

Meridian Intelligence View: Meridian Intelligence view: The AI boom is entrepreneurial action chasing marginal returns from new tech. Capital inflows inflate valuations; only services consumers willingly pay for represent genuine productivity progress.

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4 hr ago
NVDAAAPLAMDAVGO

SA Asks: How much will Jensen Huang's departure hurt Nvidia?

SA Asks: How much will Jensen Huang's departure hurt Nvidia?. Market participants are assessing the implications for related sectors and asset prices. Analysts …

Meridian Intelligence View: Meridian Intelligence view: The AI boom is entrepreneurial action chasing marginal returns from new tech. Capital inflows inflate valuations; only services consumers willingly pay for represent genuine productivity progress.

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7 hr ago
AAPLNVDASMCITSLA

SA analyst upgrades/downgrades: NVDA, AAPL, SMCI, TSLA

SA analyst upgrades/downgrades: NVDA, AAPL, SMCI, TSLA. Market participants are assessing the implications for related sectors and asset prices. Analysts note t…

Meridian Intelligence View: Meridian Intelligence view: The AI boom is entrepreneurial action chasing marginal returns from new tech. Capital inflows inflate valuations; only services consumers willingly pay for represent genuine productivity progress.

Read full article →
8 hr ago

Careful adjustment of policy is appropriate, says Susan Collins on 50 bps rate hike

Careful adjustment of policy is appropriate, says Susan Collins on 50 bps rate hike. Market participants are assessing the implications for related sectors and …

Meridian Intelligence View: Meridian Intelligence view: Rate and jobs data often justify intervention, yet credit expansion drives cycles. Focus on money supply and real savings shaping the capital structure, not central bank rhetoric.

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10 hr ago
SMHSOX

Chip stocks roar back with best five-day run since 2020

Chip stocks roar back with best five-day run since 2020. Market participants are assessing the implications for related sectors and asset prices. Analysts note …

Meridian Intelligence View: Meridian Intelligence view: The AI boom is entrepreneurial action chasing marginal returns from new tech. Capital inflows inflate valuations; only services consumers willingly pay for represent genuine productivity progress.

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10 hr ago
ALGM

Allegro MicroSystems initiated bullish at Roth, cites underappreciated AI data center growth

Allegro MicroSystems initiated bullish at Roth, cites underappreciated AI data center growth. Market participants are assessing the implications for related sec…

Meridian Intelligence View: Meridian Intelligence view: The AI boom is entrepreneurial action chasing marginal returns from new tech. Capital inflows inflate valuations; only services consumers willingly pay for represent genuine productivity progress.

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10 hr ago
CSCOANETHPE

Cisco's 'networking super-cycle' drives growth; efficiencies push up operating margin: analysts

Cisco's 'networking super-cycle' drives growth; efficiencies push up operating margin: analysts. Market participants are assessing the implications for related …

Meridian Intelligence View: Meridian Intelligence view: The AI boom is entrepreneurial action chasing marginal returns from new tech. Capital inflows inflate valuations; only services consumers willingly pay for represent genuine productivity progress.

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11 hr ago
AMAT

Applied Materials' results show strong semiconductor equipment demand, analysts say

Applied Materials' results show strong semiconductor equipment demand, analysts say. Market participants are assessing the implications for related sectors and …

Meridian Intelligence View: Meridian Intelligence view: The AI boom is entrepreneurial action chasing marginal returns from new tech. Capital inflows inflate valuations; only services consumers willingly pay for represent genuine productivity progress.

Read full article →

Disclaimer

Auto-fetched and translated global finance news for research only. Not investment advice.