$NVIDIA(NVDA)$  [Miser]  [Miser]  [Miser]  [Miser]  [Speechless]  

$Microsoft(MSFT)$  buy buy buy 

Nvidia in talks with OpenAI to guarantee $250 billion financing for data center, WSJ reports ‌$NVIDIA(NVDA)$  ‌ July 26 (Reuters) - Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI as part of a massive data center project, the ‌Wall Street Journal reported on Sunday. The backstop from Nvidia would help the ‌ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, the newspaper said, ​citing people familiar with the matter. For OpenAI, a deal would be the first step toward controlling its own infrastructure instead of renting it from Microsoft, Amazon and Oracle, while for Nvidia, it would guarantee demand for its chips for years to come. The project is exp

Trump announces next phase of global tariffs, affecting 99.4% of US imports Tariff rates of up to 12.5% will replace the US's expiring global tariffs at midnight. ‌$Dow Chemical(DOW)$  ‌‌$SPDR S&P 500 ETF Trust(SPY)$  ‌‌$Invesco QQQ(QQQ)$  ‌ The Trump administration on Thursday announced the replacement for 10% "global tariffs" that expire at midnight. They will be immediately supplanted by a suite of new duties that Trump's team hopes will be permanent and will go into effect at 12:01 a.m. ET on Friday, levying rates of 10% to 12.5% on America's top trading partners.  Trump's trade office said in a fact sheet that this order will apply to 60

$Nasdaq 100 Trust(QQQ)$   $SPDR S&P 500 ETF Trust(SPY)$   $Dow Jones(.DJI)$   $iShares Russell 2000 ETF(IWM)$   Today's sharp market decline is primarily driven by a confluence of negative macro data released in the U.S., signaling a significant cooling of the economy, which has spooked investors. Key Factors for Today's Drop Surge in Initial Jobless Claims: The number of Americans filing for unemployment benefits for the first time hit 187,000 for the week ending July 18, signi

NVIDIA Discloses 9.3% Stake in European Cloud Provider Nebius, Sending Shares Soaring Deep News $NVIDIA(NVDA)$  $NEBIUS(NBIS)$   19:51 NVIDIA has disclosed a 9.3% stake in the Dutch cloud services company NEBIUS, according to a filing with the U.S. Securities and Exchange Commission, driving a sharp pre-market rally in the stock on Tuesday. Over the past 12 months, NEBIUS shares have surged nearly 250%. In recent years, NVIDIA has consistently increased its holdings in multiple artificial intelligence companies. The disclosure of the stake in the European cloud provider sent shares of NEBIUS significantly higher on Tuesday. The Amsterdam-based firm has grown into a

Why Nvidia turned to Microsoft for one of its biggest leadership hires in years ‌$NVIDIA(NVDA)$  ‌  Nvidia is ushering in a new era for its global sales organization. In June, Jay Puri — the chip giant's head of worldwide field operations, and a billionaire who served in Nvidia CEO Jensen Huang's inner circle — told the company he is retiring after 21 years. He will transition to an advisory role. To replace him, Nvidia looked outside its ranks — something of an unorthodox move for a C-Suite synonymous with long tenures, internal promotions, or executives coming in from acquisitions. Nick Parker, a 26-year Microsoft veteran, joins Nvidia next month. Most recently, he served as executive vice president and chief business officer of Micro

$Apple(AAPL)$   Based on the latest news and analyst actions, the overall sentiment for Apple (AAPL) is positively biased, driven by strong expectations for the upcoming iPhone 18 cycle and AI advancements, but a single bearish downgrade introduces a note of caution. Conclusion: Near-Term Outlook is Bullish, Driven by iPhone 18 & AI Apple is currently experiencing a wave of bullish analyst activity, primarily centered on the potential for a significant "supercycle" with the iPhone 18 and its growing capabilities in on-device AI. This positive momentum pushed the stock to a new all-time high on July 15 6. While a downgrade from one firm provides a necessary counterpoint, the consensus from major banks like Ci

$Apple(AAPL)$   Apple's In-House Chips Fall Short, Company Turns To Acquisitions To Break AI Server Bottleneck Bellwether Stocks Movement https://ttmgoal.com/m/news/1113528330?utm_campaign=1113528330&utm_medium=whatsapp&edition=fundamental&shareID=08abf62d5757f40e0a4599d3de8357df&invite=WNR4MF&lang=en_US&platform=android&utm_source=news

$Meta Platforms, Inc.(META)$  

$Meta Platforms, Inc.(META)$  

$Sea Ltd(SE)$   A Forward P/E of ~37x prices in a continuation of Sea's strong Q1 2026 momentum. For existing investors, this creates a "show-me" story where any future earnings miss could lead to a significant valuation de-rating. For potential new investors, the risk-reward is less attractive compared to entry points earlier in 2026 (e.g., March 2026 when the P/E was ~24x), as the margin of safety has narrowed. Key Information Valuation vs. History: The current 37.2x Forward P/E is significantly above the low end of its 2-year range (24.6x in March 2026) but below the 2-year average (69.7x) 2. This indicates the stock is no longer in "deep value" territory but is not yet at historically frothy extremes, making i

Is Sea (SE) Undervalued As Earnings Forecasts And Buybacks Lift Sentiment? July 11, 2026 $Sea Ltd(SE)$   Sea (NYSE:$Sea Ltd(SE)$   is back in focus after its sponsored ADR climbed 1.65% in the latest session, extending a month-long gain of 19.34% as investors reacted to updated earnings projections. See our latest analysis for Sea. Across a longer window, Sea’s recent strength stands out, with a 30 day share price return of 28.56% and a 90 day share price return of 26.99%, even though the year to date share price return is down 17.02% and the 1 year total shareholder return is down 26.97%. The 3 year total shareholder return of 73.03% poi

$Sea Ltd(SE)$  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]   Trend_Radar 07-09 21:04 $Sea Ltd(SE)$ $Sea Ltd(SE) +1.04%: AI & Gaming Giant Holds Ground Above $105, Testing Pivot Zone 🎯 Latest Close Data 📊 Closed at $105.31 on 2026-07-09, up +1.04% ($1.08). Currently ~$94.0 (47.2%) below its 52-week high of $199.30. Core Market Drivers ⚡️ The stock's recent movements are tied to its AI strategy, particularly the launch of the AI companion chatbot "Migoo" in

$SPDR S&P 500 ETF Trust(SPY)$  

Business $Occidental(OXY)$  $SPDR S&P 500 ETF Trust(SPY)$  $Nasdaq 100 Trust(QQQ)$   A steady decline in gasoline prices has reversed this week and the cost for a gallon jumped a nickel overnight, according to motor club AAA. Michael Pistillo, left, and Federico DeMarco work on the floor at the New York Stock Exchange in New York, Monday, July 6, 2026. (AP Photo/Seth Wenig) By Associated Press PUBLISHED: July 9, 2026 at 9:11 AM EDT | UPDATED: July 9, 2026 at 9:18 AM EDT By CHAN HO-HIM and MATT OTT, AP Business Writers U.S. markets are mixed early and oil p

Meta's recent stock performance has been volatile, marked by a sharp decline after a significant spike, driven by conflicting market interpretations of its new strategy to sell idle AI computing capacity. The core debate is whether this move signals a retreat from frontier AI or a prudent monetization strategy to address earnings concerns. Key Information: Recent Price Action: On July 4, 2026, Meta's stock closed at $582.90 , down -4.90% for the day. This followed a dramatic ~9% surge on July 1, which was its best single-day gain in over a year. The stock opened at $607.90, hit a high of $610.00, and a low of $580.42, with a trading volume of 21.75M shares.1 Core Catalyst: The volatility stems from Meta's plan to sell "raw" compute capacity or access to AI models on its infrastructure. Thi