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LATEST

Evercore sends strong warning ahead of bank earnings●Ghosted indices: mutual funds generally ignore niche themes of exchanges, consider them too risky●RBI governor meets bank CEOs to discuss AI, geopolitics and ECL guidelines●Microsoft CEO adds fuel to Palantir CEO’s AI warning●China’s top lithium firms project up to 50-fold profit surge amid energy transition boom●The Next Oil Rally May Depend On China, Not The Middle East●Exclusive-AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price risk●Bank of America sees Nvidia’s next $20 billion business●Evercore sends strong warning ahead of bank earnings●Ghosted indices: mutual funds generally ignore niche themes of exchanges, consider them too risky●RBI governor meets bank CEOs to discuss AI, geopolitics and ECL guidelines●Microsoft CEO adds fuel to Palantir CEO’s AI warning●China’s top lithium firms project up to 50-fold profit surge amid energy transition boom●The Next Oil Rally May Depend On China, Not The Middle East●Exclusive-AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price risk●Bank of America sees Nvidia’s next $20 billion business●

Markets

Bank of America sees Nvidia’s next $20 billion business

TST (Full) - (Official Feed) · 55m ago

Bank of America sees Nvidia’s next $20 billion business

Nvidia (NVDA) stock investors have been fed a familiar playbook. More robust accelerators, higher rack prices, and another wave of hyperscaler spending were expected to propel Nvidia stock's valuation to even more stratospheric levels. Bank of America's latest semiconductor outlook, shared with me, ...

Read the full story at TST (Full) - (Official Feed) →

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