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OpenAI, Oracle Deal Shows Need for Compute Power
Bloomberg Technology· 2025-07-03 17:56
Found it really interesting. These big capital projects in infrastructure just keep coming. What does that signal to you about what the market should model for in the coming years ahead.Hi, Ash. Thanks for having me. I think the significance of this deal is that the demand for computing power is just insatiable.And remember, when Dixie come out, a lot of investors were worried that actually there may not be the need for so much computing power if the modelling is so efficient. But actually, that's that's no ...
X @Bloomberg
Bloomberg· 2025-07-02 14:29
Traders Closely Watch Tax Bill and Jobs Data - Bloomberg Surveillance https://t.co/gnRCtYi3Bi ...
What drives the moves in stocks and bonds
Yahoo Finance· 2025-06-09 09:26
[Music] With the big monthly CPI print on Wednesdays, investors are going to be laser focused on any clues as to tariff related inflation. But stepping back, what is the biggest driver of moves in stocks and bonds. Jobs, CPI, or the Fed itself.Today, we're going to check the scoreboard. I'm Jared Blicker, host of Stocks in Translation. We're going to show two charts with each of the three big market movers going back to the start of the October 22 bull market.And we start with the S&P 500, America's benchma ...