DANI: 5:00 IN NEW YORK CITY, GOOD MORNING. HERE IS WHAT YOU NEED TO KNOW THIS THURSDAY. AI BOOM TAKES A BREATHER.NVIDIA SIGNALS A GROWTH SLOWDOWN WITH THE TEPID REVENUE FORECAST. STOCKS BRUSH OFF THOSE RESULTS AFTER THE S&P 500 NOTCHES ANOTHER RECORD HIGH. THE WORLD REBALANCES TRADE.CHINA AND INDIA GROW CLOSER. BRUSHING IT OFF, THAT'S INDEED WITH THIS MARKET IS DOING DESPITE NVIDIA SAW SALES GROWTH SLOW. WE ARE LITTLE CHANGED ON THIS EQUITY MARKET BUT YOU WOULD'VE THOUGHT IF I SAID THE THING THAT THE BIGGES ...

“Why did the FBI never take the server? Why was the FBI told to leave the office of the DNC?” Everyone knows the answer — Russia never hacked the DNC server. Crowdstrike, a DNC hoax-for-hire cyber company, made up whole cloth the lie that Russia hacked, and everyone knows it.Hans Mahncke (@HansMahncke):As Trump and Putin prepare to meet in Alaska, and as new hoaxes are already being spun to derail that meeting, it’s worth recalling the last time they met in a purely one-on-one setting. That was the Helsinki ...

Absolutely devastatingHans Mahncke (@HansMahncke):"In absence of direct evidence, Crowdstrike and ThreatConnect will supply the media"Crowdstrike isn’t an IT firm, it’s a Democrat Party protection racket, caught running interference for Hillary while cosplaying as cybersecurity experts. Burn it all down and salt the earth. https://t.co/FIITFxi5t7 ...

Institutional buying in tech stocks like Apple NASDAQ: AAPL, Crowdstrike NASDAQ: CRWD, and Advanced Micro Devices NASDAQ: AMD took a turn for the better in Q3 2024 and ramped to a multiyear high in Q1 2025. Although activity is mixed in Q1, with selling also ramping to multiquarter highs, the balance activity for each is solidly bullish. It suggests any market weakness in Q2 will be taken advantage of. Noteworthy details include the broad base of buyers, including fund managers, public and state retirement ...