Look, brother, today’s headlines are something like this — 1. Arista vs IBM — both are AI giants, but we’re comparing quarterly revenue trends. Arista’s growth looks solid, IBM is feeling a bit of a slowdown. Stocks in the AI infra space are still in a strong zone. 2. Trump’s financial disclosure showed a stake in SpaceX — with the SPCX ticker. The politics and space game just got more interesting. There is direct involvement, that’s all I’m saying. 3. NVIDIA’s $20 billion bet — this is going live by the end of the year with new AI racks. Is Nvidia also funding its rivals? Interesting move. Competition in AI hardware will increase further. 4. US tourism groups want to bring Canadian visitors back, but because of the trade war everything is still pretty tense. The impact of tariffs is now showing up in the travel sector too. 5. OPEC Plus kept oil production steady — despite the resumption of U.S.-Iran strikes. Oil prices may remain stable in the short term, but the geopolitical risk is still there. That’s all I got for today. Do you think Nvidia’s bet is the right move, or will it end up competing with its own ecosystem?

⚠️ Personal analysis, not financial advice.

#Trading #Binance #Crypto #StockMarket #Oil

--
Disclaimer: My personal analysis, not financial advice. DYOR.