“Every investor has been waiting for an air pocket in demand, but [NVIDIA] supply looks like it is continuing to be the problem”
With AI Bases Loaded, Nvidia Bats a Quarterly Earnings Home Run
“Because this is a partial shutdown due to a failure to pass the budget, rather than a standoff over the debt ceiling, it is less worrisome for markets given there is no default risk”
Surprisingly Grim Jobs Data May Accelerate Fed Interest Rate Cuts