科技巨頭財報亮眼，小心你被漂亮的EPS迷惑了？ 股神巴菲特早就警告，科技股市場估值已太高？這些科技巨頭天價支出好幾年後才會反映，代表現在的EPS嚴重高估了企業真實現金流？ #台股 #AI泡沫 #美股 #中國 #台積電 #股災 #台積電財報 #算力 #股市 #財報 #邦妮區塊鏈 #OpenAI #雷曼兄弟 #雷曼時刻 #科技股 #輝達 #Nvidia #甲骨文 #Oracle #算力崩盤 #中美科技戰 #AI監管 #Anthropic #DavidSacks #微軟 #Meta #亞馬遜 #Kimi #KimiK3 #開源模型 #投資 #財經 #市場狂熱 #避險 #投資心法 #科技 #Alphabet #Google財報 #Cloud ...

Industry Dynamics - Meta, Anthropic, Google, and OpenAI are scheduled to meet with White House officials to discuss voluntary AI safety testing [1]

Meta tried to give Wall Street a clearer answer to the $145 billion question. How does all this AI spending eventually make money. Mark Zuckerberg laid out a new enterprise strategy built around APIs, business agents, productivity tools, and potentially selling compute.There is an ongoing shift from social media to AI. Zuckerberg doesn't want Meta to become just another cloud provider. He basically said, "Sure, Meta could rent out GPUs today, but the bigger prize is building AI products and services on top ...

Regulatory Oversight and Industry Dynamics - OpenAI, Anthropic, Google, and Meta scheduled a meeting with the White House to review a voluntary framework [1] - The framework grants the government access to frontier AI models up to 30 days before public release [1] - The initiative marks the administration's first major push into artificial intelligence oversight [1] Industry Participation and External Pressures - Over 1,200 senior staffers across major AI labs signed an open letter urging Washington to help pace frontier AI development [2] - The White House meeting takes place one day after the European Union's Artificial Intelligence Act enforcement went into effect [2]

Our next guest is the so-called dean evaluation oswat the motor and NYU Stern School of Business professor of finance. Welcome back. It's nice to see you.>> Thank you for having me. >> You have multiple headline comments that I that I want to get to, but I want to I want to start with because the hyperscalers are having such a nice bump today on the on the back of their earnings. Uh the big question is how much the correction will continue.My bet is that we hit peak AI a few months ago and that there will b ...

Welcome back everyone. Today on the Jel Carlson show, sentiment is changing rapidly for the big hyperscaler stocks. The ones that are spending on all the capex, the companies I've invested into, these ones are going up and they're going up quickly.They're being led by Amazon and Amazon is the primary driver here. Amazon has now reached $285 per share. It's up 5% on the day and Amazon is racing upwards. In fact, in just the past five business days, it's up 23%.That makes up for almost all of its gains this y ...

If Amazon and Microsoft were to successfully make the case for continued capex's earnings season, does it make them also the best position to win the next leg of the AI race? Let's ask Gil Laura. He's head of technology research at DA Davidson. I I again I love looking back at the history of this Gil. Microsoft was first out of the gate. They were the golden child after Chat GPT. They had the Open AI collab. Uh they it was all about Microsoft until it wasn't, which was up until about last week. So, you thin ...

WhatsApp says it is is fixing an issue that disabled several accounts https://t.co/8KpPsReQjs ...

Market Trends and Investment Opportunities - Capital markets are experiencing a generational capital expenditure (Capex) wave driven by digital infrastructure and artificial intelligence, pushing fixed income yields higher across the board [24][25] - Diversified income strategies are currently yielding approximately 7.5% without taking undue credit risk [26] - Hyperscaler exposure currently accounts for around 5% of the investment grade corporate bond index, with expectations to grow to 10% or slightly higher [19] - Focused portfolios may allocate between 10% and 15% to these AI ecosystem and digital infrastructure risks [20] Digital Infrastructure Lending and Risks - Data center and chip financing deals require massive capital commitments, ranging from 10 billion to 25 billion US dollars in debt to build out individual data centers [5] - Lending opportunities in digital infrastructure offer high single-digit yields, specifically between 7% and 9% for strong investment grade quality [3] - Asset managers face AI concentration and disruption risks, requiring rigorous credit underwriting and detailed document scrutiny, such as verifying rapidly depreciating Nvidia chip assets [8][11][12][13] - Major hyperscalers like Google, Microsoft, and Meta maintain very low gross debt to enterprise value ratios, sitting in the low to mid single digits, providing a strong equity cushion [16] Below Investment Grade and Traded Leveraged Loans - Single B leveraged loans are currently offering yields between 8.12% and 9.12% (8.12% to 9.12%) on resilient and diversified liquid profiles [29] - Yields in below investment grade space are driven higher by direct lending volatility, software sector disruption concerns, and a general rise in yields [30][31][32]

[music] C everyone. Well, it was six months. [snorts] It was six months from the moment that I said yes to my daughter having social media to the moment that I was sitting [laughter] in a doctor's office being told that she was really suffering from mental health issues. Six months now. I never used to fear technology. I've been around it all my life. I've built a career around it. But nothing nothing prepared me for those six months. And this wasn't sort of teenage moodiness that I was seeing. It was like ...