The world's biggest tech companies are spending trillions to fuel artificial intelligence, building data centers the size of cities and snapping up every advanced chip they can find. Open AAI, the maker of chat GPT, is planning a $500 billion infrastructure project called Stargate. Meta's Mark Zuckerberg, is pouring hundreds of billions into new data hubs.Nvidia, the chip giant at the center of it all, is even financing its own customers, helping them buy more of its hardware. Even AI's biggest believers ad ...

Group 1: Market Overview - The market is experiencing fluctuations, with stocks flipping from green to red as the week closes [1] - Historical patterns indicate that significant pullbacks often present dip-buying opportunities [2][3] - The current market sentiment remains cautious, but there is a belief that these fluctuations can lead to advantageous buying positions [3] Group 2: Stock Analysis - Terrell Wolf (WULF) - Terrell Wolf has shown a strong performance, increasing by 30-40% since the last recommendation [6] - The stock is perceived as part of a larger trend in AI and data centers, which are expected to continue growing despite market volatility [5][6] - Technical analysis indicates a breakout from standard deviation channels, with potential resistance at 14.88 and support near 12.50 [10][12] Group 3: Stock Analysis - Applied Digital (APLD) - Applied Digital focuses on cooling solutions for data centers, which is critical for managing energy and capacity as demand grows [15][17] - The stock has seen significant gains, up nearly 20% recently, reflecting strong market interest [18] - Technical indicators suggest a potential pullback to around 33 or 30, with previous highs near 39.07 being a key level to watch [21][22] Group 4: Stock Analysis - Energy Fuels (UUUU) - Energy Fuels is positioned as a major player in the nuclear energy sector, which is gaining renewed interest as a long-term solution to energy needs [25][26] - The stock has shown resilience, reacting positively to market fluctuations, indicating strong investor confidence [27] - Technical analysis highlights a consistent upward trend, with key levels to monitor around 20 and 22.33 [33][35]

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Welcome back. Shares of Nvidia are up about 2% after the Commerce Department reportedly approved several billion dollars worth of its chips to the United Arab Emirates. For today's tech check, Christina parts digs into the Gulf States AI ambitions.Christina, well, these chips could be worth billions of dollars and are heading to the Middle East. According to Bloomberg, the US just green lit exports uh to the UE under a deal signed back in May. Um, and I just like to point out that Nvidia is declining commen ...

AI infrastructure & data centers continue the melt up ...

Geopolitical & Economic Landscape - Israel approved a deal with Hamas for the release of hostages, with potential involvement of President Trump [1][5] - Concerns exist regarding the sustainability of the ceasefire beyond Phase One and Hamas's disarmament [11][12][13] - The U S Bureau of Labor Statistics recalled staff to prepare the CPI report, potentially impacting the Fed's October meeting and market pricing of Fed cuts [17][18][20] - The US has urged a bailout for Argentina of $20 billion in financing to prop up the Peso [45] Market Trends & Valuations - Caution is creeping into equity markets due to valuation concerns, particularly in the tech sector [2][3] - The dollar is experiencing its best week since November 2024, with the Bloomberg Dollar Spot Index up 12% [20] - Gold has steadied after falling below $4,000 per ounce, with a next year target of $5,500 [5][31][33][41] AI & Tech Industry - AI is reshaping the banking sector, with insights from JPMorgan Chase CEO Jamie Dimon and Goldman Sachs' David Solomon [2][30][43][46] - Microsoft faces data center shortages, impacting its ability to meet customer demand for cloud services, despite a $75 billion revenue generation in fiscal year 2025 from Azure [1][23][24][26] - A massive investment surge of $375 billion has been placed in 2025 in AI, a 57% increase from the previous year, yet cloud providers cannot build it fast enough [25] - Data center capacity constraints are impacting hyper scalers' ability to grow, with potential opportunities in Europe due to power constraints in the US [38][40][41] - SoftBank is in talks to borrow $5 billion from global banks, secured by shares of its chip unit holdings [36][42][43]

Core Insights - Microsoft has launched its first massive AI system, referred to as an AI "factory," which will be deployed across its Azure data centers to support OpenAI workloads [1] - Each AI system consists of over 4,600 Nvidia GB300s rack computers equipped with the Blackwell Ultra GPU chip, with plans to deploy "hundreds of thousands" of these GPUs globally [2] - The announcement follows OpenAI's significant data center deals with Nvidia and AMD, with OpenAI reportedly securing $1 trillion in commitments for its data center expansion by 2025 [3] - Microsoft operates more than 300 data centers in 34 countries, positioning itself to meet the demands of advanced AI applications [4] - Further details on Microsoft's AI workload capabilities are expected to be shared at the upcoming TechCrunch Disrupt event [5]

Earnings and Expectations - Companies are likely to beat EPS, driven by tech, with expectations around 7%-8% in Q3 [1] - Analysts have been raising estimates coming into Q3 earnings season, unlike typical earnings seasons [3] - Companies can beat earnings again, probably printing in the low double digits [3] Consumer Trends - The high-end consumer has stayed strong, while the lower-end consumer has struggled [6] - There is no significant impact from tariffs in terms of spending and consumer sentiment yet, but potential impact in holiday season or early 2026 [6][7] Technology and AI - Tech stocks are expected to lead earnings growth [3] - AI and MAG Seven stocks can continue to drive the market higher, with Alphabet being a preferred choice [10] - Google's advertising business is not significantly at risk because of OpenAI, and Google Gemini has a lot of upside [10] - The winners in AI are large mega-cap companies like Alphabet, Microsoft, NVIDIA, and Broadcom, with low supply [12] - Infrastructure, particularly data centers, is a top pick, especially those supporting AI [14] Market Outlook - Q4 is normally a strong quarter from a seasonal point of view, especially when the market is up substantially year to date [13] - Odds are in favor for the rally to continue [13]

Shares of Nvidia outperforming today in a red tape after the US reportedly approved the sale of several billion dollars worth of its chips to the UAE. For today's tech check, our Christina Partzos has more on how those chips might supercharge the Gulf States AI ambitions. Hey KP.>> And it all has to do with power. So let's start with the US possibly just approving billions of dollars in Nvidia chip exports to the UAE under an agreement signed in May. And this is according to Bloomberg.Those tips in particul ...

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