News

Nvidia: Back in Business in China; Raising Fair Value Estimate
Nvidia NVDA announced that the United States will reverse course and approve the sale of H20 graphics processors into China ...
STOXX Europe 600 Index Ends 0.37% Lower at 544.95 — Data Talk
The STOXX Europe 600 Index is down 2.04 points or 0.37% today to 544.95 --Down 7.98 points or 1.44% over the last three trading days ...
Tariffs have played a small role so far in rising inflation: 4 things we learned from the CPI report
Residential shelter is the single biggest component of the CPI, accounting for 34% of the entire index. When shelter prices slow, inflation doesn't look so bad. "If house prices and rents continue to ...
We’re Optimistic About AMD’s AI Growth and Potential Share Gains in CPUs
We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...
BNY Mellon's Diversified Businesses Help It Weather the Current Environment
In addition to custody, BNY Mellon has a strong market position in a variety of businesses such as ADR servicing and mutual fund subaccounting, and it is the only clearer of tri-party repos. Its ...
Social Security costs could rise if fertility rates stay low
If low fertility persists, the Trustees will eventually have to reduce their assumptions. Lower assumed fertility could produce 75-year deficits in the range of 4% to 4.5%. However, even with higher ...