Cisco beats on earnings, says AI infrastructure revenue will double this fiscal year
Cisco is trying to become a bigger player in AI after missing out on the early years of the boom.
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Howard Lutnick Took Softer Line on Nvidia as Calls for Tougher Controls Grew
Critics say Howard Lutnick, the commerce secretary, and his department have shielded Nvidia as concerns have grown over A.I. chip sales to firms like Megaspeed.
阅读原始文章 ↗A Scorecard for Huang’s Exit From Nvidia
The ouster of Jensen Huang from the chipmaker he helped found is reverberating throughout Silicon Valley, Washington and beyond.
阅读原始文章 ↗investingLive European session wrap: Wall Street eyes a rebound but rising Treasury yields keep traders on edge
Headlines: Wall Street steadies despite Nvidia drama but dip buyers are still walking a tight rope US bond market cracks resurface as higher for longer fears return to haunt Wall Street Higher real yields and stronger US dollar weigh on gold as Trump puts Iran deal in jeopardy Japan prime minister Takaichi fires another verbal warning as USD/JPY flirts with…
阅读原始文章 ↗Nvidia Employees Push Board to Bring Back Jensen Huang: Report
An internal post urging Nvidia's board to weigh staff sentiment has drawn more than 1,600 comments, including calls to reinstate Huang.
阅读原始文章 ↗Asia FX: Rotation away from AI trades – Societe Generale
Societe Generale’s Kenneth Broux details a notable rotation in Asia FX positioning away from AI-linked themes. Short New Taiwan Dollar (TWD) positions are at a 2.5‑year high, long South Korean Won (KRW) positions have been cut, and bearish Indian Rupee (INR) bets have eased.
阅读原始文章 ↗US Dollar: Yield support and AI risks – MUFG
MUFG’s Derek Halpenny notes the US Dollar consolidating at new highs above 103 on DXY, supported by a sharp 2-year UST yield move and rising risk aversion linked to poor tech sentiment and a global Microsoft outage.
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