Markets across the world greeted the US-Iran peace agreement in the predictable way. Oil prices fell sharply, equities rallied and investors are already calculating the […]
Author: Nigel Green
California revenue miss, 8% Seoul collapse: AI investors be warned
Broadcom, a US supplier of the chips and networking technology that underpin the global artificial intelligence boom, missed revenue expectations last week. Not by much. […]
Markets are misreading Nvidia’s latest move
Investors have spent the last three years asking who will build artificial intelligence (AI). Nvidia built the chips, Microsoft built the platforms, Amazon, Google and […]