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].

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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 ...

Hello everyone. I'm Moska Gabricima, developer relations manager at Nvidia, where I work closely with developers building and deploying AI systems. Today, we're looking at running LLMs locally, practical LLM performance on the Jetson Spark.This isn't a theoretical talk. It's a data-backed journey through the trade-offs of modern AI infrastructure. Findings are based on hands-on experiments with the goal of understanding what's actually practical on a single system.The evolution in AI puts greater demand on ...

I hope uh most of you got a chance to watch Jensen's keynote. Um gentlemen, please uh grab a seat. I would say I think >> no I know I know everybody talked about should we just wait Jason or because I know some of the people have just gone out or should we just continue.I know some of you have probably heard Jensen today. Um, you know, amongst many things, I realized what AI factory is today. When I looked at that song at the end of keynote, I realized where's all the GPU going and the AI factories working ...

OpenAI's planned Stargate project with Nvidia and Nscale aimed to deploy thousands of GPUs to support AI workloads in Britain. https://t.co/r6ePAKP55q ...

OpenAI Pauses UK AI Tech Team-Up With Nvidia Over Energy Costs, Regulationhttps://t.co/8B1K1OcPWN ...