Nebius Return Rate
MicrosoftSandisk and Micron are back on another bullish run as JPMorgan upgrades the former, citing AI-driven NAND demand and huge long term supply contracts as reasons why they are bullish on memory stocks. The stock market also continues to push for newer highs despite zero confirmation of when the Middle East conflict will finally ease.
☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Trims OpenAI Bet as SG Exports Jump
Nvidia is scaling back a massive AI bet: the Wall Street Journal reported the chipmaker is cutting its financing guarantee for OpenAI's Ohio data center from $250B to under $120B, even as it disclosed...
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