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· Post-Market Alpha · by Buzzberg Research
Who was talking 52 videos · 17 channels
Bloomberg Intelligence analyst says Google TPUs and Amazon chips have a chance to take share from Nvidia
He argues Nvidia's steep share-price reaction reflects expected downward estimate revisions and sees the accelerator market fragmenting, with Nvidia's unusually high gross margins as the main competitive target.
CFR's McGuire says the US reportedly knew of a Southeast Asian chip intermediary's China ties for possibly over a year
He says one intermediary alone reportedly received several billion dollars of hardware, and he expects congressional scrutiny and points to bipartisan efforts to tighten chip export rules.
Citi's Scott Chronert expects oversold semiconductors to lead a rebound and equities to finish the year on better footing
He says forward valuations in the growth-heavy part of the index have compressed sharply while the earnings outlook toward 2027 remains intact, with softer oil and lower long-term yields supporting a broadening.
CVS CEO says no buyer interest has surfaced for the retail pharmacy business ahead of its separation
Both resulting companies are targeted for solid investment-grade balance sheets despite roughly $60 billion of group debt.
Cem Karsan and Noel Smith say suppressed index volatility masks unusually wide single-stock dispersion
They see a fragile market with a fat left tail where a catalyst could force a sharp repricing, though near-term mechanical flows may keep the index pinned.