Tag: semiconductors

AI spending surge tests the Fed’s inflation fight

AI is no longer just a productivity story, it is fast becoming a demand story with real consequences for inflation, according to new analysis...

Exante: Nvidia boom meets bond market storm

In its latest weekly briefing, EXANTE flags that Nvidia has once again delivered a quarter that left little room for doubt. Revenue came in at...

Nvidia, cloud giants and the new gold rush economy

There is an old story that gets told whenever a new craze grips the market. It concerns the California gold rush of 1849 —...

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