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Markets are settling into holiday mode, with stock futures slightly down on the last full trading day before Christmas. Here’s where things stand today: * Nasdaq-100: +0.37% * S&P 500: +0.04% (flat) * Dow Jones: -0.22% On Friday, the S&P 500 rose 1.1%, recovering
Quantum computing stocks are taking off in 2024. Is this the start of something big? Let’s take a closer look Google’s Chip Changes the Game Google’s new Willow chip, a 105-qubit processor, hit a big milestone: * Fixed Errors: It solved a 30-year problem by cutting down error
Government surveys that track the economy are failing. Budgets are shrinking, people are skipping surveys, and economic data we rely on is becoming less trustworthy. This is a big deal—because when the numbers are wrong, decisions that affect markets, businesses, and everyday life go wrong, too. Here’s what’
The S&P 500 Value Index just dropped 3.7%, marking its longest losing streak on record. Meanwhile, Bitcoin smashed past the $100,000 mark, and the Nasdaq climbed to 20,000. To me, it seems that value stocks have been left in the dust, and investors chasing bigger
Almost $10 billion has poured into Bitcoin ETFs since the US election, pushing Bitcoin past the $100,000 mark for the first time. The momentum is crazy, with Bitcoin posting its best winning streak since 2021. With investors pouring in, knowing the risks are more important than ever. Bitcoin’s
Never did I think in a million years Nvidia would make their competitors support their own business. Let's dive into how Nvidia is compelling their customers to help build its cloud business.
Nvidia, traditionally a hardware giant known for its powerful AI chips, is making a bold move to transition into software. This shift is crucial for Nvidia since it needs to sustain demand and avoid the pitfalls that other hardware companies have faced in the past.
Quick History Lesson about Cisco and Apple
- Cisco: During the dot-com bubble, Cisco's market cap exceeded $500 billion, but after the bubble burst, its stock plummeted by over 80%. Despite revenue growth, Cisco never transitioned from hardware to software, leading to a huge decline in value.
- Apple: Unlike Cisco, Apple was able to migrate from hardware to software and services, such as iCloud and Apple TV, boosting it's long-term revenue growth.
"DGX Cloud has entered the chat"
Nvidia knows their hardware will lose demand soon, and to sustain their demand, they created their own cloud business, DGX Cloud. By leveraging its monopoly in AI hardware, Nvidia pressured Amazon and several other companies into building DGX Cloud.
By pushing DGX Cloud onto other companies infrastructure, Nvidia essentially told customers, "Play by our rules, or we'll take our chips to someone who will."
This is especially conflicting for Microsoft and Amazon that also own cloud businesses.
This could have caught the attention of the Department of Justice (DOJ), which recently opened an antitrust investigation into Nvidia's practices.
Nvidia's aggressive tactics extend beyond companies like Microsoft and Amazon. They're now requiring customers to build out more space to house the GPUs they purchase, even dictating how to position the racks holding these GPUs.
This increases the cost and difficulty of switching services, effectively locking customers into Nvidia's ecosystem.
The question for investors in Nvidia is if they can successfully make the leap from hardware to software; a leap that doesn't break rules.
Do you think Nvidia can replicate success of companies like Apple, that transitioned from hardware to → software?