Let's bring in fast money friend Gene Muner for reaction. He is of course managing director, managing partner at Deep Water Asset Management. Gene, great to have you with us.>> Semi-accurate was actually inaccurate on this one. >> Semi, >> but I'm wondering, Gene, if you think that this makes sense at all. Could Dell be up for sale to anyone.>> So, my sense is uh no. And part of the reason is that ultimately what you look at well could they be up for sale not by Nvidia I think Nvidia still is navigating thi ...

Shares of Dell and HP jumped after a report from website SemiAccurate that Nvidia was seeking an acquisition that would “reshape the PC landscape” https://t.co/BTcEqrHKWg ...

RT Shain Noor (@shaincodes)I asked @cfosilvia to look at my portfolio and what's happening in the world right now, and set up Radars for me.She came back with 7. Here's what she recommended and why:1 (Iran/Oil):Radar: Monitor Iran-Middle East ceasefire developments, Strait of Hormuz status, and oil price movements. Alert me to any diplomatic breakthroughs or escalations that could materially move oil prices and equity markets.Why: Oil dropped roughly 13–15% in a day after the Iran ceasefire, with Brent slid ...

Core Viewpoint - The ongoing Iran war is accelerating the transition to a tripolar world, impacting regional integrations in Europe, Asia, and the Americas, and influencing investment strategies globally [2][4]. Group 1: Global Economic Trends - The tripolar world is characterized by increased regional integration, with Europe focusing on defense and Asia on trade, driven by geopolitical tensions [2][3]. - The US is experiencing a derating process, with its forward price-to-earnings (PE) ratio declining from 23 times to 19 times, marking the lowest level in five years [10][12]. - Emerging markets (EM), particularly Latin America, are outperforming the US, with the ACWI ex-US index up over 1% and emerging markets up over 0.5% year-to-date [5][12]. Group 2: Investment Focus - The investment strategy is shifting away from broad emerging markets to specific regions, notably China and Latin America, which are seen as better performers [6][12]. - Latin America is highlighted as the best-performing region in emerging markets, largely due to its significant exposure to materials and energy [7]. - The focus on clean energy and automation is emphasized as key investment themes, with the Invesco Solar ETF (TAN) up 16% year-to-date and 62% since Trump's inauguration [17][18]. Group 3: Future Outlook - The conflict is expected to drive increased spending in both public and private sectors, particularly in AI, climate initiatives, and defense [8]. - A deal regarding the Iran conflict is anticipated, which could stabilize oil prices and further accelerate the transition to renewable energy [16][17].

AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA.Get instant, leveraged exposure to the Mag 7 without opening a legacy brokerage account.Live now for eligible traders outside the U.S. https://t.co/wACDvyDbit ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8] Market Trends - The AI ecosystem is expected to reshape business, government, and consumer operations globally, indicating a shift in market dynamics [2] - The enthusiasm for AI is reflected in the investments and partnerships being formed by major companies, such as Oracle's collaboration with Nvidia [8]

Nvidia Chief Jensen Huang Says People Should ‘Move To California’ As Billionaire Tax Loomshttps://t.co/Gzm6v5MtU7 https://t.co/Rr5zZBFGsn ...

That was Core Reef CEO earlier this morning on CNBC talking about the company's new deal with Enthropic to power their cloud chatbot and how it fits into their whole diversification strategy. That stock now up 13% just today. Intel also moving to the upside after Google expanded its partnership for AI chips.Our next guest just hiked its price target on Intel for the third time just this year, now projecting about a 19% upside from current levels. Joining us now is Melius, head of technology research, Ben Ri ...

Celebrate #NationalRoboticsWeek with a look back at NVIDIA GTC. From autonomous humanoids mastering complex 3D navigation to highly precise surgical arms and real-time conversational delivery bots, the next era of physical AI has arrived. Which robotic application are you most excited for, drop your thoughts below! 👇 ...

Nvidia Corp. Chief Executive Officer Jensen Huang urged people to move to California despite the high taxes, just as a group of billionaires left the state in recent months under threat of a new levy. https://t.co/odtLd0a2On ...