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1. BrianKrebs (briankrebs@infosec.exchange)'s status on Monday, 27-Jan-2025 23:05:31 JST BrianKrebs

   in reply to

   Ruh-roh

   https://www.nytimes.com/2025/01/27/business/us-stock-market-deepseek-ai-sp500-nvidia.html

   • nixCraft 🐧 (nixcraft@mastodon.social)'s status on Monday, 27-Jan-2025 23:05:31 JST nixCraft 🐧

     in reply to

     @briankrebs good 😊

   • BrianKrebs (briankrebs@infosec.exchange)'s status on Monday, 27-Jan-2025 23:05:32 JST BrianKrebs

     in reply to

     To put the value of NVIDIA's stock price in perspective, its price is expected to swing at least 8 percent (one way or the other) in response to today's earnings release. Bloomberg writes: "That would equate to close to a $300 billion swing in market value — bigger than all but 25 companies in the S&P 500 Index. And according to strategists at Bank of America, the report carries more risk for the benchmark than the next Federal Reserve meeting or inflation data."

     https://www.bloomberg.com/news/articles/2024-11-20/nvidia-traders-brace-for-potential-300-billion-earnings-move?srnd=homepage-americas

   • BrianKrebs (briankrebs@infosec.exchange)'s status on Monday, 27-Jan-2025 23:05:32 JST BrianKrebs

     in reply to

     Last thing: Barron's reports that this month, NVIDIA became the most valuable company in history, hitting a market value of $3.6 TRILLION. The entire US GDP is about $27 trillion.

     https://www.barrons.com/livecoverage/nvidia-earnings-report-stock-price?mod=hp_LEDE_C_1

   • BrianKrebs (briankrebs@infosec.exchange)'s status on Monday, 27-Jan-2025 23:05:33 JST BrianKrebs

     NVIDIA has been almost singlehandedly propping up tech stocks, and their stock price rose more than 4 percent yesterday ahead of today's earnings release. Wall St. seems to be using NVIDIA stock price as a barometer of ROI on all the AI investments. Guess we'll see.