- DAX up 0.4 %
- Italy up 0.3 %
- FTSE up 0.5 %
- CAC up 0.6 %
- Hang Seng closed up 1.4 %, up 0.9 % for the week
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AI data centers face $40B depreciation vs $15-20B revenue. Investors eye massive capital misallocation, potential bubble burst.
TSLA surges 80% on AI/robotics hype, but 'Hold' rating & $300 target suggest caution. Options imply 20% move.
Ex-Goldman CEO Blankfein sees a US credit market crisis brewing, yet remains 100% in equities. Traders eye potential volatility.
SPX -0.05%, NDX +0.42% on mixed sentiment. Higher yields, lower consumer sentiment weigh. Fed rate cut bets firm.
ARKK ETF up 38% YTD, outperforming TSLA. TSLA faces mixed analyst ratings & price targets below current trading.
Dow tops 46K, Nasdaq hits record! Traders eye Fed meeting, embracing sticky inflation for rate cut hopes.
Goldman flags recession risk & fewer Fed cuts as market rally's twin threats. US growth steady, but job market weakness could flip paradigm.
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