RT Andreas Steno Larsen (@AndreasSteno)From my big sectorial study on Rare Earths dropping one of the coming days at @RealVision - must read!"In essence, investing in Western rare earths remains a bet on politics, not geology. It’s a leveraged play on whether Western democracies are willing to pay the true cost of security of supply, not only in subsidies and infrastructure, but in accepting that the green transition, the AI arms race, and national security won’t come cheap or clean.I think we’re getting th ...

Core Insights - Major banks in the U.S. are set to report their earnings for Q3, with JPMorgan Chase, Wells Fargo, and Citi leading the announcements [1] - The government shutdown has limited economic data availability, making these earnings calls crucial for understanding the health of consumers and businesses [2] Group 1: Credit Quality - Credit quality is a key indicator of whether customers are fulfilling their loan obligations or facing payment difficulties due to financial constraints [3] - There is a divide on Wall Street regarding credit quality predictions, with some analysts expecting deterioration while others foresee continued strength [4] - Last quarter, banks indicated that the economy appeared stable, with JPMorgan's CFO noting that consumers seemed to be doing well [5] Group 2: Loan Growth - Bank loan growth reflects consumer and business confidence in future earnings, influencing borrowing for homes and business expansions [6] - Analysts suggest that new loan demand may have softened in Q3, potentially due to increased competition from non-bank lenders [11][12] - A significant portion of loan growth (60% year-over-year) is attributed to loans made to non-depository financial institutions, including private equity and credit firms [13] Group 3: AI Investment - The AI sector is becoming a major economic driver, with banks like JPMorgan Chase and Goldman Sachs providing substantial financing to AI firms [14] - Investors are keen to understand how much of the banking industry's business will be linked to the AI sector, which presents both potential and risks [15] - There is a belief that aggressive investment in AI is necessary for banks to remain competitive, despite the uncertainty of returns on some projects [16]

The new AI arms race changing the war in Ukraine https://t.co/BmMoVQ6nGV ...

Brad Gerstner, Altimeter Founder and CEO, speaks at the Delivering Alpha conference in New York City on Sept. 28, 2023.Gerstner said the deals provide "more evidence that the world will remain compute-constrained despite best efforts to bring massive supply online."OpenAI's megadeal with AMD and its relentless push to expand artificial intelligence capabilities underscores the intensifying competitive landscape."Now we will see what gets delivered," the Altimeter Capital founder told CNBC. "Ultimately, the ...

Michigan. Joining me now, Dan Ives, Wed Bush's global head of technology research. It's nice to have you as well.Anything at stake tonight. >> Look, I think this is big tech just further embracing Trump and I think when you think about this AI arms race, you need to be closer to Trump. Something obviously Cook found out now you see, you know, those relationships is back in good standing.And I think it's new rules of the game whether it's a payforplay like AMD or Nvidia but this is the time to embrace Trump ...

He is the head of technology research at Wedbush. Dan, we're going to get to Nvidia and earnings. That's why you're here.Get to that in one second. I do have to ask you about this lawsuit. Is this all noise. Is it all light and no heat.What do you make of it. I think 80%'s noise, but look, 20%. This is an AI arms race going on.And Musk knows with XAI. You know, they're they're playing from behind relative to where all men open AI are as well. And look, and Apple obviously caught in the middle here.It's not ...

AI Military Implications - AI 技术可能具有与原子武器相当的军事意义 [1] - AI 军备竞赛正在升温，风险很高 [1]

“There are strong reasons to believe that AI could be a technology with military implications equivalent to atomic weaponry”. As the AI arms race heats up, Alex Hern reveals just what’s at stake, on “Babbage” https://t.co/a26xKnyznr ...

AI Infrastructure & Energy - Kevin O'Leary suggests the U S should emulate Bitcoin miners' strategy of building in low-cost energy regions as a model for AI infrastructure [1] - The U S is at risk of falling behind in the AI arms race [1] Bitcoin Mining - Bitcoin miners' approach to building in low-cost energy regions offers a blueprint for AI infrastructure [1]

Group 1 - Wedbush Securities maintains a bullish outlook on Tesla with an Outperform rating and a price target of $500, despite concerns over the ongoing feud between CEO Elon Musk and President Donald Trump, which may impact Tesla's regulatory progress for autonomous driving [1][4] - Tesla shares have recently experienced a decline, dropping 1.84% to close at $317.66, with a total fall of over 10% in the past week, and further pre-market trading saw a decrease of 4.24% [2] - The contrasting views on Tesla's prospects between Wedbush and JPMorgan highlight the divided sentiment on Wall Street regarding the company's future [4] Group 2 - The conflict between Musk and Trump is described as a "soap opera" by Wedbush analyst Daniel Ives, which is seen as a significant overhang on Tesla's stock, raising investor concerns about potential scrutiny from the Trump Administration regarding Musk-related government spending [5][6] - Ives anticipates immediate pressure on Tesla's stock due to investor worries about the political drama, but believes that the situation will stabilize as both Musk and Trump have mutual interests in the ongoing AI arms race between the US and China [7] - JPMorgan's Ryan Brinkman predicts a 63% decline in Tesla's stock, setting a price target of $115, which contrasts sharply with Wedbush's target [8] - Brinkman has revised his Q2 delivery estimate for Tesla to 360,000 vehicles, down from 395,000, indicating a 19% year-over-year decline from the 444,000 deliveries reported in Q2 2024, citing continued softer demand for Tesla vehicles [9]