i think yesterday’s market showed a clear split, AAPL pushing towards 5 trillion valuation while semis stayed under pressure tells me that investors are willing to pay for quality mega cap defensiveness but are less forgiving on chips. the earnings coming in the next few days will probably cause big headline moves and dictate the direction of the market thereafter

Nvidia jumped over 10% last week, its best run in a year, after Musk said SpaceX will run its data centers exclusively on Nvidia chips. Counterpoint data shows Nvidia in 92% of sovereign AI deployments. Can the rally hold into August 26 earnings?

Nvidia jumped over 10% last week, its best run in a year, after Musk said SpaceX will run its data centers exclusively on Nvidia chips. Counterpoint data shows Nvidia in 92% of sovereign AI deployments. Can the rally hold into August 26 earnings?

Nvidia's Best Week In A Year. Chips Rally.

$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...

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☕️ [Task Coins Giveaway] Daily Market Talk — Apple Touches $5 Trillion as Chip Stocks Crack

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