Locator: 48275INV.
Tag: Corning, GLW, California DMW.
Update
Later, 11:12 a.m. CDT: CNBC practically giddy over the amount of money META and MSFT are going to be spending on Nvidia chips. Apparently META is Nvidia's biggest customer, and MSFT is going to spent $85 billion on Nvidia chips this year. Needs to be fact-checked -- heard in passing.
Later, 10:51 a.m. CDT:
Later, 10:48 a.m. CDT:
Original Post
Chicago PMI: 45.3 vs 45.5. Whoo-hoo!
Household cash: link here.
Opening:
Hope you all bought on the dip: Nancy Pelosi.
AMD: long interview with CEO. Shares up 7% today.
NVDA: up 7.5% at the open. Hope you all took advantage of the dip yesterday, or actually this past week.
INTC: up 1.5% today. Down 14% for one full year.
F: pain continues. Down at the open. Trading at 11.78. Down 15% past month.
GM: down 6% past month.
Boeing’s losses astounding. Not likely over even with new CEO. “Kitchen-sink” quarter yet to come.
Delta’s CrowdStrike problem.
OXY vs S&P 500: excruciating.
MSFT investors upset: Azure growth only 31%.
TMUS: huge beat; shares surge. Our carrier. Whoo-hoo! Fiber vs fixed wireless. Five million subscribers in three years. Fan of Apple. Looking for an interesting rollout. Cable streaming.
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Working On Their Aeroplanes
Painting By Sophia
Acrylic on canvas, perhaps my favorite medium.
A lot of subtleties in this painting for a ten-year-old.
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