Asian semiconductor stocks rose as Alphabet’s plans to spend up to $200 billion this year on AI computing power refueled optimism over trickle-down benefits https://t.co/NHj7Wrmlu3 ...

SHERY: THIS IS "BLOOMBERG THE ASIA TRADE." THE TOP STORIES THIS HOUR. TECH EARNINGS KICKOFF. ALPHABET SLIDING AS IT FLAGS HIGHER SPENDING IN THE RACE TO BUILD AI COMPUTING POWER.IBM CONFIRMING A CUT TO ITS FULL YEAR SALES OUTLOOK. TESLA MRS. WALL STREET'S EXPECTATIONS FOR THE QUARTER, SHARES FALLING AS ELON MUSK WARNS THE COMPANY'S PUSH INTO ROBOTICS WILL NOT BE EASY.THE ESCALATING MIDDLE EAST WAR SINCE BRENT CRUDE PRICES HIGHER WITH INFLATION WORRIES LIFTING BOND YIELDS. HAIDI: TAKE A LOOK AT THE TRADING A ...

GPU clouds. Memory chips. Quantum computers.10 new tokenized stocks are live on PancakeSwap via bStocks, trading with no closing bell on @BNBCHAIN:⚡ CoreWeave (CRWVB)⚡ Quantinuum (QNTB)⚡ Oracle (ORCLB)⚡ AXT (AXTIB)⚡ Micron 2x (MUUB)⚡ SanDisk 2x (SNXXB)⚡ Marvell 2x (MVLLB)⚡ Intel 2x (INTWB)⚡ Nasdaq-100 3x (TQQQB)⚡ South Korea 3x (KORUB)The compute trade, onchain → https://t.co/J7kgK8GJhp ...

Micron recently gave Tesla a “significant allocation” of memory chips, according to Elon Musk, helping meet the automaker’s demand for an increasingly precious commodity https://t.co/Ac0jnhKTGS ...

Wall Street banks are buying and selling an initial piece of a $35 billion financing package for Broadcom and Anthropic's AI infrastructure expansion, with the biggest private credit deal ever being offered to a wide pool of investors https://t.co/bOR8OjszZA ...

Texas Instruments, the biggest maker of analog and embedded processing chips, gave a forecast that topped estimates but failed to excite investors, who have bid up the company’s shares this year https://t.co/SJNmYjUP3c ...

CXMT's $10 billion IPO will test China's chip-obsessed stock market, writes @shuli_ren. The national team will be on guard (via @opinion) https://t.co/7TkFmLZehw ...

>> THE COUNTDOWN IS ON. EVERYTHING YOU NEED TO GET THE EDGE AT THE END OF THE MARKET DAY. THIS IS "THE CLOSE." ROMAINE: CAN THE MAG 7 BE MAGNIFICENT AGAIN.WE ARE ONE HOUR AWAY FROM FINDING OUT. HEAR FROM BLOOMBERG HEADQUARTERS IN NEW YORK, I'M ROMAINE BOSTICK. KATIE: I'M KATIE GREIFELD.WE ARE KICKING UP TO THE CLOSING BELL HERE IN THE U.S. HERE IS THE SET UP AS WE COUNT ON TO THAT BIG ERNIE'S CALENDAR AT THE END OF THE TRADING DAY. S&P 500 PRETTY MUCH UNCHANGED RIGHT NOW, GIVING BACK EARLIER GAINS. A LITTLE ...

Welcome back. The market has seemingly been in wait and see mode ahead of the hyperscaler earnings reports with Alphabet now in the books and the rest of the big names up next week. Is it time to dive back into big tech.Joining us now is Julian Emanuel Everore ISI senior managing director leading the equity derivative and quant strategy team. Julian, good to see you. >> Good to be here.>> All we talk about is how this market has been just kind of stuck in place at the index level. Different parts of the mar ...

When the circularity questions got loud November of 2025, Nvidia’s formal rebuttal was that its “strategic” investments in its customers ‘represent a minimal portion of revenue’ already booked. Granted. However, BIS’s chart is about the announced multi-year commitments. This is the forward book, part of Jensen’s “visibility” to $1 trillion. There, circular financing is nearly 100% to date.Short Thoughts - NVDA, Neos, Hyperscalers, Jevons Paradox, and Compression https://t.co/vsnDGsyikt ...