Nvidia's Record High Stirs Debate: Bull Case vs. Lehman-Style Risk
Nvidia reached a record $5.78 trillion intraday market cap. Dan Ives says earnings estimates are too low, but Lehman-style risks are debated.
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Nvidia reached a record $5.78 trillion intraday market cap. Dan Ives says earnings estimates are too low, but Lehman-style risks are debated.
Citi increased its bitcoin price forecast to $113,000 and ether to $3,028, pointing to stronger crypto activity and resuming ETF inflows.
Hormuz crude flows are near 76% of prewar levels, but refined fuel shipments stay low and diesel prices remain high; full recovery is not seen before 2027.
GasBuddy's Patrick De Haan says Trump's dyed diesel order will not cut pump prices for most drivers due to state law obstacles and tax complications.
The S&P 500 has defied typical midterm year weakness with a 13% gain, and Bank of America analysis points to post-election seasonality and history favoring…
Morgan Stanley now neutral with bullish bias on dollar, stays bearish on yen, favours krone as energy hedge.
Treasurer Jim Chalmers warned that rising global bond yields will increase Australia's budget costs as cheap debt matures.
Nvidia nears $6 trillion while bond yields surge, creating a divergence Deutsche Bank says is unsustainable.
President Trump signed an order removing the restriction on tax-exempt red-dyed diesel, allowing all buyers to purchase it as diesel prices stay elevated.
Australian consumer sentiment fell sharply after the RBA's latest rate hike, with Westpac predicting another increase in November.