Here it comes again—yet another time.
A tanker was attacked in the Strait of Hormuz; Brent crude oil has risen more than 5% this week, edging toward $88 per barrel.
With shipping restrictions compounded by Iranian controls, this disruption to the world’s energy lifeline could directly transmit to crude oil prices, inflation expectations, and volatility in global risk assets.
--> A signal
Both U.S. CPI and PPI data cooled down. The S&P 500 index $SPY moved in the same direction and hit a fresh high again.
But not everything inside the market is broadly rising: the storage and software sectors strengthened on cues from SanDisk, while optical communications saw profit-taking.
This also suggests that although cooling inflation is good for the overall market, there is already a clear split in profit expectations within tech stocks.
--> A focus
Nvidia plans to team up with Wall Street institutions to build a $500 billion compute-liquidity financing platform.
The valuation of GPU residual value and depreciation is still a point of contention, but this attempt will undoubtedly reshape the financialization path for compute assets.
You can open the related stocks via @Backpack_CN 🤠
A tanker was attacked in the Strait of Hormuz; Brent crude oil has risen more than 5% this week, edging toward $88 per barrel.
With shipping restrictions compounded by Iranian controls, this disruption to the world’s energy lifeline could directly transmit to crude oil prices, inflation expectations, and volatility in global risk assets.
--> A signal
Both U.S. CPI and PPI data cooled down. The S&P 500 index $SPY moved in the same direction and hit a fresh high again.
But not everything inside the market is broadly rising: the storage and software sectors strengthened on cues from SanDisk, while optical communications saw profit-taking.
This also suggests that although cooling inflation is good for the overall market, there is already a clear split in profit expectations within tech stocks.
--> A focus
Nvidia plans to team up with Wall Street institutions to build a $500 billion compute-liquidity financing platform.
The valuation of GPU residual value and depreciation is still a point of contention, but this attempt will undoubtedly reshape the financialization path for compute assets.
You can open the related stocks via @Backpack_CN 🤠