When President Donald Trump nominated Kevin Warsh as Federal Reserve Chair at the start of the year, the market was primed for Warsh to push for lower interest rates. Just a few months later, that looks virtually impossible. In fact, investors currently put the odds of at least one rate hike by the end of 2026 at about 60%. Virtually nobody actually expects Warsh to push through a rate cut this ye...
When President Donald Trump nominated Kevin Warsh as Federal Reserve Chair at the start of the year, the market was primed for Warsh to push for lower interest rates. Just a few months later, that looks virtually impossible. In fact, investors currently put the odds of at least one rate hike by the end of 2026 at about 60%. Virtually nobody actually expects Warsh to push through a rate cut this year. That has yet to affect equity prices. The S&P 500 and Nasdaq Composite have soared to new all-time highs as Warsh takes control of the central bank. But the Fed policies under Warsh could lead to a substantial stock market downturn if rates continue to creep higher. Fed Chair Kevin Warsh. Image source: Official White House Photo by Daniel Torok. Continue reading
Nvidia's ( NVDA ) CEO Jensen Huang said on Friday that robotics will be South Korea's next major sector, as he arrived for his second visit in seven months. "Because Korea is a manufacturing center of the world, we can apply the robotics technology, the physical AI technology that we invent here for the industry," Huang told reporters after landing at Gimpo International Airport on a flight fro...
Nvidia's ( NVDA ) CEO Jensen Huang said on Friday that robotics will be South Korea's next major sector, as he arrived for his second visit in seven months. "Because Korea is a manufacturing center of the world, we can apply the robotics technology, the physical AI technology that we invent here for the industry," Huang told reporters after landing at Gimpo International Airport on a flight from Taiwan, Reuters reported . "The manufacturing of semiconductors will become increasingly robotics and increasingly AI-driven in the future, and so we have a great opportunity to partner with the semiconductor companies here as well," said Huang. The Nvidia chief noted that he had meetings scheduled with Hyundai Motor, LG, SK Hynix ( HXSCL ), Samsung Electronics ( SSNLF ), and Naver during his trip. SK hynix and compatriot Samsung are among the world's largest memory chipmakers. SK hynix is a major supplier of high-bandwidth memory, or HBM, chips to Nvidia. Samsung and American company Micron Technology ( MU ) also compete with SK hynix in this space. "Did I bring any gifts for Korea? I brought a lot of business for Korea," said Huang. "I have some surprises." When asked about potential investments in South Korea, Huang said, "Korea has many sectors to invest in. Robotics is going to be the next major sector here in Korea." "Korea is extraordinary at manufacturing, mechatronics, and also artificial intelligence," Huang noted. "The fusion of all of that technology is perfect robotics." In addition, Huang said he wants to make sure that his Korean suppliers are "aligned," citing memory chips. Huang also noted that Nvidia has started hiring for its research and development center in Korea. "As soon as we have enough people here, then we'll build a site," Huang added. Nvidia did not immediately respond to Seeking Alpha's request for comment. More on Nvidia Nvidia: I Do Not Fear The AI Bubble Yet NVIDIA Corporation (NVDA) Presents at Bank of America 2026 Global Technol...
S&P Dow Jones Indices will not shorten its existing eligibility requirements for benchmarks including the S&P 500, closing the door to fast entry for big tech IPOs like SpaceX. Benedikt Kammel reports on Bloomberg Television. (Source: Bloomberg)
S&P Dow Jones Indices will not shorten its existing eligibility requirements for benchmarks including the S&P 500, closing the door to fast entry for big tech IPOs like SpaceX. Benedikt Kammel reports on Bloomberg Television. (Source: Bloomberg)
Brandon Moser Users in mainland China and Hong Kong were unable to access SpaceX’s ( SPCX ) website and its IPO marketing documents, according to a Reuters report . The blockage affects both SpaceX’s main website and its IPO disclosure and other marketing materials, while the restriction applies specifically to mainland China and Hong Kong, while users in most other Asian markets have access. An “...
Brandon Moser Users in mainland China and Hong Kong were unable to access SpaceX’s ( SPCX ) website and its IPO marketing documents, according to a Reuters report . The blockage affects both SpaceX’s main website and its IPO disclosure and other marketing materials, while the restriction applies specifically to mainland China and Hong Kong, while users in most other Asian markets have access. An “Error 1009” message was displayed when attempts were made to access the company’s website and marketing materials in mainland China and Hong Kong, according to a Reuters review. Web security provider Cloudflare explained that such an error generally indicates that the website owner has restricted access by region or IP. Such a block is usually a company decision, said Francis Fong, honorary president of the Hong Kong Information Technology Federation, as per the report. Elon Musk’s SpaceX ( SPCX ) aims to raise $75B in what would be the world’s largest IPO, valuing the company at about $1.75T and immediately placing it among the most valuable U.S.-listed firms. SpaceX ( SPCX ) did not immediately respond to Seeking Alpha's request for comment. More on SpaceX SpaceX: The Lockup Schedule And AI Losses Are Pushing Me To The Sidelines Wall Street Lunch: SpaceX Eyes $75B IPO At $1.75T Valuation SpaceX: Lessons From The Post-IPO Drawdowns Of Mega-Tech Royalty S&P refuses to waive rules for megacap IPOs ahead of SpaceX listing SpaceX signals confidence in $135 IPO price as investor demand surges: Reuters
格隆汇6月5日｜中国信通院近日联合中国联通、中国移动、沃达丰、华为等十余家国内外电信运营商、设备制造商及科研机构，牵头提交的《Service Framework for AI in Broadband》（宽带网络人工智能业务框架）和《Service Requirements for AI Agents in Broadband Networks》（宽带网络智能体业务要求）两项标准提案，在宽带论坛2...
格隆汇6月5日｜中国信通院近日联合中国联通、中国移动、沃达丰、华为等十余家国内外电信运营商、设备制造商及科研机构，牵头提交的《Service Framework for AI in Broadband》（宽带网络人工智能业务框架）和《Service Requirements for AI Agents in Broadband Networks》（宽带网络智能体业务要求）两项标准提案，在宽带论坛2026年春季会员会议上正式立项。这标志着我国人工智能与宽带网融合领域的国际标准化工作取得重要进展。
Nvidia Chief Executive Officer Jensen Huang confirmed that the company has certified the three biggest memory chipmakers to supply their most advanced high-bandwidth products for the US company’s AI accelerators. Matthew Bloxham of Bloomberg Intelligence has more. (Source: Bloomberg)
Nvidia Chief Executive Officer Jensen Huang confirmed that the company has certified the three biggest memory chipmakers to supply their most advanced high-bandwidth products for the US company’s AI accelerators. Matthew Bloxham of Bloomberg Intelligence has more. (Source: Bloomberg)