GOOGL Vs. NVDA: Is There A New Leader In AI?
Alphabet’s AI position is strengthening as its TPU strategy and LLM performance begin to diverge meaningfully from competitors.
Evening Digest: US-China Thaw, Nvidia Fights Burry Claims, Bitcoin Nears $90K Breakout
Here’s a quick look at the biggest stories shaping the evening.
SP500 Elliott Wave Update: Is The Correction Over?
Contingent on the SPX holding above last Friday’s low at 6521, with a serious warning for the Bulls below 6630 (Monday’s low), we can allow for the index to rally to 7120+.
Why The U.S.-China AI Arms Race Is Entering A Critical New Phase
The future of AI leadership comes down to three things: chips, power and cybersecurity.
U.S. Consumer Confidence Drops Sharply In November, A Big Warning
This Conference Board measure mirrors the University of Michigan sentiment reading.