Posts
Goldman has the US-China AI capex gap narrowing to 7.5x in 2026 before reopening wider in 2027
Goldman Sachs Global Investment Research's latest hyperscaler numbers imply a US-to-China capex ratio of 7.8x in 2025, 7.5x in 2026, and 8.3x in 2027, on $764B US versus $102B Chinese cloud spend in 2026. Goldman's November 2025 publication had China's 2026 figure above $70B, so part of that dip is …
r/Stocks Daily Discussion Monday - Jul 20, 2026
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: \* \[Finviz\](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks \* \[Bloomberg market news\](https://www.bloomberg.com/markets) \* StreetInsider news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
Netflix's earnings call vs. what's actually in the filings
Netflix's profit number looks fine on the surface but falls apart when you dig in. Netflix booked a $2.8 billion breakup fee because WBD walked from a merger, and that single payment made up 32% of their net income for the first half of the year. Strip it out and …
Mixed stock futures after a losing week. Is Wall Street too calm?
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TSMC committed $100 billion to US manufacturing,this means something for chip trade
Its confusing how market barely reacted to this news last week given how significant it is. TSMC announced a $100b US expansion with fabs in arizona, potentially more states that will be happening over the next several years. This is the largest foreign direct investment commitment in US manufacturing by …
Jevons Paradox Lifts Samsung, SK Hynix After Kimi K3 Dip
Article summary: Market sentiment regarding the semiconductor sector quickly reversed following initial shocks caused by the Chinese AI model ‘Kimi K3.’ Shares of Samsung Electronics and SK Hynix rebounded within a day after Moonshot AI temporarily suspended new subscriptions due to severe computing shortages. Investors interpreted this bottleneck as a …