Locator: 49532COTD.
News of the day:
- Qualcomm, Saudi Arabia.
- Qualcomm. New chip.
- the big part of this story -- Intel -- has not been mentioned yet
- except for Apple, the "edge" is out; the cloud is in
- Qualcomm pivoted; Intel did not and won't
- US DOE: $1 billion; supercomputer; multiple tech companies; lead — AMD;
- Trump's incredibly successful tour to Asia. Lightning speed; huge deals.
- his predecessor would have had trouble crossing the stage; the photo-ops would have been embarrassing
- Qatar-Israeli-US Mideast Peace Initiative
- BRK-B downgraded to sell.
- analyst was late on this call
- this call should have been made a year ago
- now, it's a classic "buy high, sell low" strategy.
- another story not being addressed: the Jamie Dimon "cockroach" call
- couldn't have been more wrong
- regional banks doing just fine, thank you
- see today's top banking story: a $7 billion acquision
Chart of the day:
