글로벌 인사이트: Standard Capital

SEOUL CALLS FOR TALKS WITH PYONGYANG TO OFFICIALLY END KOREAN WAR - BBC ...

소비자는 이 틈에 뽕을 뽑아야 합니다

OPENAI AND ANTHROPIC IN PRICE WAR AS CHINESE AI RIVALS GAIN GROUND-FT ...

(항상 뭔가 하고 있는게 당연하겠으나) 무언가 하고 있는 엔비디아

업체별 포지셔닝 전반적으로 랙팔이들은 CSP보다 엔터프라이즈&소버린에 집중하는 모습

https://www.instagram.com/reel/Db94oRmThKf/?igsh=MWZjc2ZwNm0wMm9tcg==

https://www.joongang.co.kr/article/25452800

https://www.joongang.co.kr/article/25452800

이미 깔고앉은 데이터센터의 가치가 더더높아지는 https://www.tomshardware.com/tech-industry/data-centers/ai-data-center-bans-surge-past-500-nationwide-as-local-us-politicians-begin-blocking-new-developments-growing-public-outrage-and-bipartisan-pushback-threaten-big-tech-expansion-plans?utm_medium=referral&utm_source=pushly&utm_campaign=All%20Push%20Subscribers

$INTC INTEL: ANNOUNCES PROPOSED $15 BILLION COMMON STOCK OFFERING - TO USE OFFERING PROCEEDS FOR GENERAL CORPORATE PURPOSES - OFFERING INCLUDES $2.25B UNDERWRITER OPTION ...

CLOUDFLARE PROPOSES PRIVATE OFFERING OF $2.175B CONV NOTES ...

엘니뇨 기후 등등 넣고 품목별로 공급변동이 상이하다 어쩌구

WORLD FAO FOOD PRICE INDEX JULY: 131.1 (PREV 130.3) ...

$TSLA $SPCX TERAFAB WILL BE BUILT IN GRIMES COUNTY, TEXAS IN APRIL, WE BROKE GROUND ON OUR RESEARCH FAB ON THE NORTH CAMPUS OF GIGA TEXAS – THE PRECURSOR TO TERAFAB. BOTH TESLA & SPACEX WILL NEED FAR MORE CHIPS THAN CURRENT & FUTURE GLOBAL PRODUCTION CAN SUPPLY. THIS IS WHY WE'RE BUILDING THE LARGEST CHIP MANUFACTURING FACILITY EVER, WITH THE GOAL OF PRODUCING OVER 1 TERAWATT OF COMPUTE PER YEAR THE FUTURE IS BUILT IN TEXAS - TESLA ...

$OKLO - OKLO HITS KEY NUCLEAR MILESTONE OKLO'S SMALL MODULAR REACTOR REACHED CRITICALITY, MARKING A MAJOR MILESTONE WHERE A SELF-SUSTAINING NUCLEAR CHAIN REACTION IS ACHIEVED. THE MILESTONE SUPPORTS U.S. EFFORTS TO ACCELERATE NEXT-GENERATION NUCLEAR TECHNOLOGY, THOUGH NO SMRS ARE OPERATING COMMERCIALLY IN THE U.S. YET. THE ANNOUNCEMENT ALIGNS WITH THE WHITE HOUSE'S PUSH TO EXPAND NUCLEAR POWER, INCLUDING A GOAL OF 400GW OF CAPACITY BY 2050. ...

US CRUDE INVENTORIES RISE UNEXPECTEDLY AS FUEL STOCKS DECLINE US CRUDE OIL INVENTORIES INCREASED BY 2.479 MILLION BARRELS IN THE WEEK ENDING JULY 31, COMPARED WITH EXPECTATIONS FOR A 1.5 MILLION BARREL DECLINE, SIGNALING WEAKER-THAN-EXPECTED INVENTORY DRAWDOWN. CUSHING CRUDE INVENTORIES ALSO ROSE BY 2.356 MILLION BARRELS, ADDING FURTHER PRESSURE TO THE OIL MARKET.HOWEVER, REFINED PRODUCT INVENTORIES SHOWED TIGHTER CONDITIONS, WITH DISTILLATE STOCKS FALLING 3.473 MILLION BARRELS AND GASOLINE INVENTORIES DECLINING 1.643 MILLION BARRELS, SLIGHTLY MORE THAN EXPECTED. REFINERY UTILIZATION DROPPED 0.70%, INDICATING LOWER PROCESSING ACTIVITY. THE MIXED DATA SUGGESTS HIGHER CRUDE SUPPLIES BUT CONTINUED STRENGTH IN FUEL DEMAND. ...

머스크는 실발시즌에 여러번 마이크잡을 기회가 있어서 좋겠네요

$SPCX - SPACEX EARNINGS: ANALYSTS FOCUSED ON AI, NOT THE QUARTER SPACEX REPORTS EARNINGS TODAY, BUT BERNSTEIN SAYS "THE QUARTERLY RESULTS SHOULD NOT MATTER." INSTEAD, ANALYSTS ARE FOCUSED ON MANAGEMENT'S CONFIDENCE IN ITS AI AND ORBITAL DATA CENTER STRATEGY. BERNSTEIN SAYS THE INVESTMENT CASE IS ABOUT "IF, NOT WHEN" FOR A MULTI-TRILLION-DOLLAR VALUATION, WHILE DEUTSCHE BANK EXPECTS IN-LINE RESULTS AND BELIEVES THE STOCK COULD STABILIZE AFTER LOCK-UP EXPIRATIONS. BOTH SEE AI GROWTH AS THE KEY CATALYST. ...