Locator: 49371ARCHIVES.
Samsung: shares hit fresh record after AI chip boom lifts profit.
Samsung expects best profit since 2022. Blame it on AI.
TSMC 3Q25 profit expected to soar 28% on AI spending boom.
Nvidia's tiniest supercomputer hits market in bid to boost access to AI.
Silver hits all-time high; London squeeze sparks market havoc.
US banks look to report incredible earnings.
Citadel, 2Q25:
- sold almost half of his position in Palantir
- increased its position in AI chip king Nvidia by more than 40%
- worth a read if you don't know Citadel. Link here.
What's with San Francisco? High cost, high crime, high taxes.
Fox business:
- JPMorgan Chase launches $1.5 trillion plan to bolster US economic and national security.
- government RIFs beginning to snowball; Schumer / Jeffries dither
- > 20 states are in or near recession
- Illinois: really blue
- Georgia: purple
- Washington: really blue
- New Jersey: really, really blue
- Massachusetts: really, really blue (at least the urban east)
- Virginia: purple
- expanding economies:
- Texas: really, really, really red -- Vaticanese cardinal
- Florida: more red than Texas?
- Pennsylvania: purple but wants to be red
- North Carolina: confident, common sense
Real estate:
- remember all those stories about Florida real estate imploding? Now:
- Californians tempted to leave is all behind for Miami's scorching real estate market.
