We all know that if you weren't invested in technology in the last 5 to seven years, you were going to miss 70 70% or 75% of the performance of the markets in the public markets. So, uh that's a missed opportunity, but what we're seeing them quickly adopt to is the AI generation. Everybody is focused on it.>> How are they investing. >> Well, they're all >> applying it to their businesses. >> Yeah, exactly.They're seeing an an unbelievable wave of technological development. So, it's not I want a piece of ope ...

Core Insights - The current market sentiment for risk assets, including stocks and cryptocurrencies, is characterized by mutual blame, with some experts attributing the weakness in crypto markets to stock performance and vice versa [1][3][4] Market Performance - The S&P 500 and Nasdaq indexes are experiencing a slight rebound, while the cryptocurrency market, particularly bitcoin, has seen a significant decline of approximately 8% in the last 24 hours, dropping below $81,000 [2][5] - Bitcoin's recent price drop is viewed as a "proxy for speculative fever," influencing broader market movements [2][4] Investor Sentiment - The decline in bitcoin's price has reignited debates among investors regarding its role as a risk asset versus a hedge, with some suggesting it leads stocks lower and others indicating that a weakening outlook for tech stocks is impacting all risk assets [3][6] - Fundstrat's head of digital assets noted that the weakness in crypto is macro-driven, suggesting that crypto traders are anticipating a stock selloff [6][7] Market Dynamics - A significant liquidation event in the crypto market occurred in October, wiping out $19 billion in positions, which has shaken investor confidence [7] - The performance of altcoins, such as ether and sol, has mirrored bitcoin's decline, with both down approximately 9% in the same timeframe [8]

If you own stock in Nvidia, you’re likely feeling pretty good about the company’s performance in 2025. The tech giant’s stock has been on an incredible run, climbing more than 50% year to date. In fact, its record-setting performance in 2025 launched Nvidia into unchartered territory, as it became the first company ever to reach a market value of $5 trillion (1). Must Read Thanks to Jeff Bezos, you can now become a landlord for as little as $100 — and no, you don't have to deal with tenants or fix free ...

Market Overview - The market has experienced significant volatility, particularly influenced by Nvidia's earnings announcement, which led to a gap up followed by a sell-off [3][4][5] - Retail traders are reportedly using excessive margin, leading to forced liquidations and panic trading behaviors [4][5][6] Regetti Computing - Regetti Computing has seen a 30% increase this year but has contracted nearly 50% in the current month, reflecting the volatile market conditions [8] - The stock broke out from the $20 level earlier in the year, reaching nearly $60, but is now testing support around the low $20s [10][11] - The previous resistance at $20 is now a critical support level, and if it holds, it could present a trading opportunity [11][15] Walmart - Walmart has shown a strong uptrend, expected to close the week up over 3%, indicating resilience in the retail sector [20][21] - The stock has been viewed as a safer investment amidst market fears, with a focus on its omni-channel presence and AI initiatives [24][25] - Key support levels are around $100, which has previously acted as both resistance and support [29][32] IBM - IBM has pulled back about 9% from its highs but remains a significant player in AI and quantum computing, with potential for future announcements [34][35] - The stock has shown resilience, breaking above the $265 level and retaking the $295 range, which is now a supportive area [40][41] - Volume profiles indicate strong trading activity around the $285 level, suggesting it as a critical support point [42]

Core Insights - Lam Research Corp. celebrated the opening of a new $65 million office building in Tualatin, Oregon, marking its latest expansion in the U.S. semiconductor market, which is projected to reach $1 trillion in the coming years [1][2][3] Company Expansion - The new Building G adds up to 700 workspaces for current and future employees, enhancing Lam's research and development operations in Tualatin [2] - The four-story, 120,000-square-foot facility is part of a multi-year strategy to improve infrastructure and facilities near customers [2] Commitment to Innovation - Lam Research's growth in the Silicon Forest underscores its commitment to customers, employees, and local communities, positioning itself as a leader in semiconductor manufacturing equipment and process development [3] - The company has been instrumental in developing advanced semiconductor fabrication processes, including innovations that allow for features on chips over 1,000 times smaller than a grain of sand [6][7] Community Engagement - Local officials and community leaders highlighted Lam's role in supporting Oregon's economy and its commitment to fostering future talent through partnerships with academic institutions [3][4]

Related news BREAKING: Stocks Bounce But Tumble For Week Pharma stocks can be the most rewarding of all equities. And BeOne Medicines (ONC) is currently offering a chance for new investors to climb on board amid a powerful rally in 2025. The Switzerland-based company – previously named BeiGene – develops immunotherapies to fight cancer. It was founded in China, but had a spell where it was headquartered in the… IBD Videos Get market updates, educational videos, webinars, and stock analysis. Get Started Lear ...

Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos BREAKING: Stocks Bounce But Tumble For Week Oracle stock dived Friday, falling to its lowest point since June and below a key investor support level. The slide comes as Wall Street continue to grow anxious over the possibility of an AI bubble. Oracle stock dropped more than 5% to 199.43 in afternoon trades on the stock market today. Oracle is on pace ...

Core Insights - Google must double its AI serving capacity every six months to meet increasing demand for AI services [2][4] - The competition in AI infrastructure is critical and costly, with major players like Microsoft, Amazon, and Meta also increasing their capital expenditures [2][3] - Google aims to build a more reliable, performant, and scalable infrastructure rather than simply outspending competitors [4] AI Infrastructure Demand - Amin Vahdat highlighted the necessity to achieve a 1000x increase in AI compute demand within the next 4-5 years [2][5] - The company is focusing on enhancing capacity through efficient models and custom silicon, including the recently launched seventh generation Tensor Processing Unit, Ironwood, which is nearly 30 times more power efficient than its first Cloud TPU from 2018 [4] Capital Expenditure Trends - Alphabet raised its capital expenditures forecast for 2024 to a range of $91 billion to $93 billion, indicating a significant increase in investment in AI infrastructure [3] - Collectively, major hyperscalers, including Google, expect to spend over $380 billion this year on capital expenditures [3] Competitive Advantage - Google benefits from its partnership with DeepMind, which provides insights into future AI model capabilities [5] - The company aims to deliver significantly more compute, storage, and networking capabilities at the same cost and energy levels, emphasizing the importance of collaboration and co-design in achieving these goals [5]

Nvidia's Stellar Quarter Fails to Quell Bears as AI Valuation Fears Deepen on Wall Street► https://t.co/5MwEHnCvcX https://t.co/5MwEHnCvcX ...

RT Bloomberg New Economy (@BBGNewEconomy)@OdysseyEnergyS "We've had flat demand for years so now suddenly we're racing to catch up with the prospect of - fast energy." Co-Founder & CEO@OdysseyEnergyS Emily McAteer on why meeting the AI energy demand is so challenging. #BloombergNewEconomy⏯️https://t.co/ocFSIrdHn7 https://t.co/odocqoQcBJ ...