CXMT Memory maker CXMT is now public. (cnbc.com) Local governments are the big winners with the CXMT IPO. (ft.com) Japan Japan’s boom and bust may be the most interesting in financial history. (awealthofcommonsense.com) Japan is now facing...
Private equity PE made a mistake benchmarking against the stock market. (ft.com) Data on the performance of PE megafunds. (pitchbook.com) AI How close are we to fully autonomous portfolios? (rpc.cfainstitute.org) How AI will unbundle asset...
It was like watching the Avengers come together spontaneously. All led by Nvidia founder/CEO Jensen Huang over the last few days. There’s now an Nvidia led big tech effort to globally support open source and open-weight AI models, be they from China...
View the video of this post here. AI is supposed to save advisors time – not become another tab to manage. That’s why YCharts built Y, an AI agent that works directly inside the platform advisors already use. Y can analyze portfolios, compare...
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🐍: Falling oil lifted defensives and the Dow, but a brutal chip selloff left the broader market stuck in neutral. Nvidia’s circular-financing web and China’s fresh semiconductor threat turned the AI...
Presented by The market split Monday as an 8% oil plunge rescued the Dow and defensives, while a semiconductor rout kept the broader indexes near unchanged. It’s the start of a pivotal tech earnings and macro week, with the FOMC rate decision, but so far...
Today’s theme is printed on the passenger side mirror of almost every car in America. “Objects in mirror are closer than they appear.” You remember the scene. Jurassic Park. The rear-view shot, the thumping, the water rippling in the cup. And the T-Rex...