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 —...



