Attackers Can Use Poetry To Derail AI Safeguards https://t.co/b5VPvQT6Af ...

Stocks and bonds garnered support on Friday from dovish comments from New York Fed President John Williams, who said "he still sees room for a further adjustment in the near term to the target range for the federal funds rate to move the stance of policy closer to the range of neutral," as downside risks to employment have increased while upside risks to inflation have eased.The University of Michigan US Nov 1-year inflation expectations were unexpectedly revised lower to 4.5% from the previously reported 4 ...

My next guest says markets shouldn't overreact to those doubbish comments though. Joining me now is Alon's chief economic adviser, Muhammad Elaran. And Muhammad, it's great to have you on here.I mean, I guess he tried to tilt the consensus of a conflicted committee in a uh dovish direction. We have incomplete economic data and clearly different ways of looking at things. So, uh how does it net out to you.>> It nets out as uncertain. it nets out as whatever the outcome is, it's going to be controversial. It' ...

The broader market followed the same path. The S&P 500 Index ($SPX) opened strong, up about 1.5% on Nvidia’s results, but faded sharply into the close and ended down roughly 1.5%. The three-point swing stood out even in a volatile season.By the close on Nov. 20, NVDA had not only surrendered its entire post-earnings gain, it had also slipped below the prior day’s close, finishing near $181.Initially, the stock responded the way many expected. NVDA rallied about 5% after the release, climbing near $197 and i ...

RT BSCN (@BSCNews)🔥 DEEPDIVE ANALYSIS: 375AI - What is @375ai_ and why is it uniquely positioned in the crypto x AI space...? https://t.co/Yr1bgPnnrx ...

Metter is making a big push into A. I. We know that.And to assist in that expansion, the social media giant is actually adding another business to its portfolio. Power trading. Hoping to help plant developers by committing to long term energy contracts.Now most widely Gryphon covers matter. Extraordinary story. The amount of diversification these companies are having to do to fulfill the energy and requirements for datacenters.It's it truly is amazing. And it comes back to this idea that Mark Zuckerberg has ...

Core Insights - The company is expanding its supercomputer technology into the Middle East, particularly focusing on partnerships with the UAE and Saudi Arabia [1][2] - The U.S. administration's decision to allow allies in the Middle East access to advanced AI computing is viewed positively by the company, as it aligns with their strategic goals [2] - The company emphasizes the importance of protecting its intellectual property while collaborating with partners in the region, specifically mentioning a strategic partnership with G42 [3][4] Market Expansion - The company has established a sales presence in Saudi Arabia, although this effort is still in its early stages compared to their operations in the UAE [2][5] - Building legitimacy and creativity in sales is crucial for success in new territories, indicating a long-term approach to market entry [5] - The company's existing relationships with major clients like Meta, IBM, Mayo Clinic, and GlaxoSmithKline facilitate easier entry into new markets [6] Government Relations - The company acknowledges the support from the U.S. government, particularly in relation to defense and energy sectors, which aids in their growth and market positioning [8] - There is a recognition that the journey to becoming a leading company in the industry takes time, as evidenced by the experiences of established players like NVIDIA [7]

Core Insights - The stock market is currently experiencing uncertainty, with tech stocks struggling despite strong earnings from Nvidia [2][7] - The Federal Reserve's upcoming interest rate decision is expected to significantly influence market direction [3][11] Tech Stocks Performance - Nvidia reported strong earnings, but this did not lead to a recovery in tech stocks, which have been underperforming [2][7] - The Cboe Volatility Index (VIX) reached its highest level since April, indicating increased market fear [2] - The Nasdaq index rose by 2%, which is only slightly above the Dow's 1.7% gain, suggesting a lack of strong momentum in tech stocks [2] Market Sentiment and Future Outlook - Experts believe that the tech sector's performance will be crucial for overall market sentiment moving forward [3][7] - There is a historical precedent for tech stocks rebounding after periods of skepticism, as seen in previous AI-related market fluctuations [4][5] - Analysts express optimism that earnings growth will eventually attract investors back to tech stocks [7] Federal Reserve Influence - The Federal Reserve's policy meeting next month is expected to be pivotal, with divided opinions on interest rate cuts [10][11] - Recent labor market data has created conflicting signals, complicating the Fed's decision-making process [10][12] - A potential rate cut could provide liquidity to the market, which may help renew the AI rally [11][12] AI Sector Dynamics - The AI sector is viewed as being in the early stages of a long-term growth cycle, with expectations of continued investment [8] - Concerns about over-investment in AI have resurfaced, but analysts remain hopeful about the sector's long-term prospects [4][8] - The reliance of tech companies on credit markets for AI investments increases the sector's sensitivity to interest rates [8]

Core Insights - Oracle's stock has experienced significant volatility, rallying during the summer but subsequently declining over 40% from its all-time high in September, making it a focal point for concerns about an AI bubble [2][8] - The company raised $18 billion in new debt to fund its AI infrastructure projects, pushing its total debt over $100 billion, which has raised scrutiny among investors [4][8] - Oracle's involvement in a $500 billion AI infrastructure project with OpenAI and SoftBank has further intertwined its fate with the broader AI ecosystem, increasing the risk of contagion among related companies [4][12] Financial Performance - Oracle's quarterly earnings report in early September exceeded Wall Street expectations, leading to a 36% surge in stock price, briefly making its Executive Chairman Larry Ellison the world's richest person [6] - However, following the announcement of a CEO change, Oracle's stock has been on a downward trend [6] Market Dynamics - The overall capital expenditures for AI hyperscalers, including Oracle, have risen to $533 billion from $467 billion at the start of the third-quarter earnings season, indicating a growing investment in AI infrastructure [10] - Traders have begun to invest in Oracle's credit-default swaps as a hedge against potential downturns in the AI sector, reflecting increasing caution among investors [9] Industry Relationships - Oracle is deeply embedded in a network of multi-billion dollar deals within the AI sector, which raises concerns that its struggles could negatively impact other companies in the ecosystem [5][11] - Analysts have noted that the interconnected revenue and equity relationships among major AI firms could amplify risks across the entire AI complex [12]

While technology companies of all stripes could seemingly do no wrong for much of this year, the sector received a harsh reality check recently — and QuantumScape Corp (NYSE:QS) was one of the key victims. Although the solid-state battery developer potentially represents a critical cog in advanced mobility, investor sentiment suffered under a risk-off environment. As such, QS stock suffered badly since Halloween. Still, there could be an opportunity amid the red ink.In a nutshell, QuantumScape offers a pote ...