Express News | Musk says supply chain management is undervalued: it is tactics that win battles; supply chains win wars
Cash to Shareholders Is a Benefit, as Long as You Watch the Debt -- Barrons.com
By Al Root Debt-fueled buybacks are back. While that can be dangerous for companies with too much leverage, borrowing prudently is one way to turn balance sheet strength into shareholder value. S&P
Nvidia (NVDA.US) isn't the only big winner! AI turned into a “copper devour” and recommended 3 small stocks
The Zhitong Finance App learned that artificial intelligence (AI) has been driving Nvidia (NVDA.US) and other semiconductor companies to soar since 2023. As the use cases of artificial intelligence increase, global copper demand is also expected to soar. J.P. Morgan analyst Dominic O'kane said that global copper demand has surged, driven by exponential growth in artificial intelligence, and it is expected that there may be a supply gap by 2030. It is estimated that 1 megawatt of data center power capacity may require 20 to 40 tons of copper. This forecast highlights AI's huge demand for copper resources. International energy
Goldman Sachs and Morgan Stanley win lawsuit over Archegos collapse dismissed
GLONGHUI, March 29 | A US judge on Thursday dismissed lawsuits from seven investors accusing Goldman Sachs Group and Morgan Stanley of misconduct that prompted Bill Hwang's $36 billion Archegos Capital Management company to quickly go out of business in March 2021. These two Wall Street banks were the two main brokers of Archegos. US District Judge Jed Rakoff in Manhattan dismissed investors' lawsuits over market manipulation and insider trading, meaning they can't file another lawsuit. Investors say the joint sell-off hurt them
+1 on the “IPO Fever” list? Rumor has it that Rubrik, the “cybersecurity unicorn” invested by Microsoft, will apply for an IPO as early as next week
Rubrik, a Microsoft-backed cloud computing and data security startup, plans to file an initial public offering (IPO) as early as next week, according to people familiar with the matter.
Next Nvidia? Damo praises that AI chip technology will bring a significant increase in ARM (ARM.US) revenue
Arm Holdings (ARM.US) is expected to achieve higher revenue and profits in the medium term.