Amazon Web Services to Reportedly Supply IBM with Nvidia GPUs for AI in $475 Million Deal

Nvidia and Tech Giants Outpace Entire Russell 2000, Jefferies Predicts Small-Cap Rally by 2025

Nvidia (NVDA, Financials), Apple (AAPL, Financials), and Microsoft (MSFT, Financials) now boast individual valuations exceeding $3 trillion, a level of market dominance that collectively puts the top five companies in the S&P 500 nearly 4.4 times larger than the entire Russell 2000 Index, according to a recent analysis by Jefferies. Jefferies analysts see a robust…

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Jefferies Predicts Up to ~1000% Surge for These 2 ‘Strong Buy’ Stocks

Jefferies Predicts Up to ~1000% Surge for These 2 ‘Strong Buy’ Stocks

There’s been something of a sea change in the economic outlook for 2025, in the aftermath of last month’s election. The prospect of a second Trump administration, with his known preference for deregulation and tax cuts, has market watchers expecting a growth-friendly environment. Desh Peramunetilleke, Jefferies’ Global Head of Quantitative Strategy, notes that reduced regulation,…

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Chip war: China’s semiconductor supply chain faces tough test amid broader US sanctions

Chip war: China’s semiconductor supply chain faces tough test amid broader US sanctions

China’s chip ambitions are being tested again as fresh US sanctions, the third escalation in three years, hit more broadly across the semiconductor supply chain, industry insiders said. The US Commerce Department, which oversees export controls, added 140 Chinese chip-related organisations to a trade blacklist and placed additional restrictions on China’s access to semiconductor manufacturing…

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