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Trump Wants To Cut Capital Gains Taxes To Boost Midterms
President Donald Trump is looking for new policy pledges he can present to voters ahead of the midterm election, according to a top economic aide and a former administration official, including potentially calling on Congress to cut capital gains taxes and create an exemption for certain home sales. National Economic …
SK Telecom, Rebellions expand Korean AI chip infrastructure, in bid for sovereignty over NVIDIA chips
Key Takeaways: Nvidia Controls AI Model Training: Driven by its high-performance GPUs and CUDA software ecosystem, Nvidia powers 92% of the \~170 sovereign large language models (LLMs) developed across 80+ countries. Shift Toward AI Inference: As the AI market transitions from model training to running daily services (inference), data center …
CoreWeave edges past quarterly revenue estimates
AI cloud company CoreWeave edged past Wall Street estimates for quarterly revenue on Tuesday, driven by strong demand for its computing services that power AI systems. Shares of the company were up more than 4% in extended trading. They have risen more than 22% so far this year. CoreWeave, whose …
Concentrating positions, not diversifying. Insights from those that have done this?
I've been investing for nearly a decade now. When I started, I had a plan that *sounded* simple at the time: find an ETF I wanted to invest in, then mimic their holdings. Not buy the ETF, just buy their largest holding in proportion to that ETF. I don't think …
LIONSGATE Misses the Mark -- Yet Again.
Seven years of following $LION - and here we are yet again. The company just went through what could be seen as the strongest publicity and success in the box office for their studio since Hunger Games - and they completely failed their investors. For some reason, they are afraid …
Samsung has surpassed the 80% HBM4 yield, entering the 'golden yield' phase, with third-quarter revenue expected to triple
According to reports, Samsung Electronics (SSNLF.US) has significantly increased the yield of its sixth-generation high-bandwidth memory (HBM4) from below 60% at the start of mass production to approximately 80%, achieving ahead of schedule the year-end target previously set by the company. Industry sources refer to an 80% yield as the …
FYI most stocks are crushing it, equal weighted S&P 500 is up 14.5% YTD, beating the regular index
For those saying we are in a correction or that only a few large names are driving the market, the equal weighted S&P 500 (where every stock has a weight of 0.2%) is up 14.5% YTD and tracking above the regular S&P 500. The market has significantly broadened out this …
AI Data Centers Are the Next Tech Bubble Nobody Wants to Talk About
Company Discussion Everyone is talking about the AI revolution. NVIDIA is winning. Cloud companies are spending billions. Data centers are being built everywhere. But at some point, investors need to ask a simple question: Are we building the infrastructure for the future, or are we overestimating the demand curve? Because …
Bed Bath & Beyond spent $9.55 billion buying back its own stock. Eleven months later it filed for Chapter 11.
Total buyback spend across 14 fiscal years: roughly **$9.55 billion**. Early on this was a legitimately strong retailer. Gross margins in the low-to-mid 40s, operating margins in the mid-teens, an Altman Z-Score sitting well above **5**, deep in the safe zone. Then two things happened at once. Long-term debt shows …