Christian, you've put out a React note along with colleagues really talking about how this is all for support, this potential stake. But it wouldn't close the gap with TSMC. Just talk us through your thinking.Yeah, there's like the positives of this stake one near-term that it can help, but we don't think it's it's really positive long term for stakeholders in terms of the near-term positives they get the 10 billion infusion, they get us signaling that the government is behind this and behind and Dylan and ...

Private Credit Opportunity - Private credit sees a huge opportunity in infrastructure and digital infrastructure, with potentially high margins and lucrative coupons [1] - The sector is attracting significant attention, with many participants trying to enter the market [1] - UBS expresses concerns about the market becoming overheated and risks emerging due to excessive capital inflow [2] - Despite concerns, the industry remains somewhat skeptical about the long-term impact of potential overblown demand [2] Capital Expenditure and Bond Issuance - Morgan Stanley estimates approximately 3 trillion USD (万亿) in capital expenditure needs for AI over the next three years [3] - This capital expenditure could translate to hundreds of billions USD (千亿) in bond issuance [3] - A significant portion of the issuance is expected to be U S dollar denominated [3] Investment Grade Debt - The majority of the debt issuance is likely to be investment grade [4] - Long maturities of the debt instruments enable companies to achieve investment grade ratings [4] - The presence of underlying assets provides additional security [4][5]

Is this a good thing for Intel. It's a life saver. They were on an unclear path before the government decided to renegotiate its deal.Let's not forget that the U.S. government already had a deal with Intel. It's we're going to give you $6 billion and we're going to get a colored profit share down the line. What this administration is doing is just renegotiating the deal.It's saying that's not good enough. We want to take an equity stake. And by the way, Intel is different because part of this deal is a big ...

What was so interesting is this brought the ire of President Trump. He was frustrated that Apple was doing more of its manufacturing in India, shifting from China. He wanted it in the US.But has Tim Cook done enough therefore in the United States to offset this. I think Tim Cook eventually will do enough in the United States to offset it. But today the answer to that is now, and it's not unexpected that they move this to India.They've been working with India since roughly 2017. So it takes a long time to bu ...

NFT Tax Implications - NFTs are treated similarly to crypto assets for tax purposes [1] - Buying, selling, and trading NFTs can result in taxable gains or losses [1] NFT Tax Loss Harvesting - The company launched a smart contract for NFT tax loss harvesting [1] - The smart contract bought worthless NFTs for a nominal amount (e.g., $0.01) to allow users to realize losses [1] Operational Status - The current operational status of the NFT tax loss harvesting smart contract is uncertain and requires verification [1]

I mean, listen, there's been pain and euphoria in the Bitcoin markets over the last five years. I I think what's happening now is lots of consolidation and institutional adoption. So, if you went to a conference like this 3 years ago, it was mostly retail investors and CEOs working in the layer 1 blockchain space.Today, it's lots more institutional investors. So, uh that that's finally starting to happen. If you look at the numbers on something like the Black Rockck uh ETF, the IBIT ETF, you can see now And ...

Hello everyone. We've got a lot to discuss today. Speculation has infiltrated every corner of the financial market.New data proves that the average investor is not very good. A generational job crisis may be underway. And the latest robot video means you ain't never going to have to do laundry again.We're live today from the desk of Anthony Pompiano. Before we get into today's show, we have 17,714 subscribers on YouTube and I need your help. My goal is to get to 1 million subscribers and I can't get there u ...

We have been studying the tokenization market because I do think that this is probably one of the biggest things happening around crypto and it probably will be the biggest thing happening around crypto for the coming years. We already know at this stage at this point trillions is the goal, right. And it's not even me just selling you guys trillions for clicks.I'm not going to come on here and say, "Oh yeah, you know, tokenization will be 100 trillion plus because you know you guys watch that content." No, ...

The S&P tech sector is still pacing the rest of the S&P 500 this year and what is going to be the 11th year of outperformance in the past 12. That is the market. So, we use that as an excuse to take a look back in history.Back in history at one of the key moments in the formation of this rally, August 19th, 2020, that was the day Apple's market capitalization passed $2 trillion, the first stock to ever surpass that level. And while it took 38 years to reach that first $1 trillion in value, that next 1 trill ...

At Home Depot, it's up 3% today despite a slight miss on the top and bottom lines. It second straight quarter of missing estimates. Investors were encouraged by the company standing by its fullear guidance, expecting comparable sales to rise about 1%.CFO Richard McFale also told CNBC that comp sales in July were up 3.3% from the same quarter in 2024. It's the best monthly comp of the year. So, sticking with retail, Target is set to report earnings tomorrow before the bell.The stock is tracking for its third ...