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"snippet": "Mark Wilson\n\nInvestment Thesis\n\nFederal National Mortgage Association (OTCQB:FNMA) is a government-sponsored enterprise that provides financing for mortgages in...",
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"snippet": "jetcityimage\n\nInvestment Thesis\n\nUnitedHealth (NYSE:UNH) currently holds a 15% market share within the U.S. healthcare industry making it the largest company wi...",
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"title": "OMC, paint stocks in focus as crude rises to 4-month high",
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"snippet": "OMC and paint stocks decline with rising crude prices due to increased input costs, impacting profit margins.\n\nOil marketing companies (OMCs), which have so far...",
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"title": "India Can’t Match China’s Past 8-10% Growth, Morgan Stanley Says",
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"snippet": "India “will have its rightful place,” and early signs of the economy’s rise are visible in the increase in capital flows and the gain in India’s share o...",
"url": "https://www.ndtvprofit.com/markets/india-can-t-match-china-s-past-8-10-growth-morgan-stanley-says",
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"uuid": "b4379f1c-9642-4315-ae45-9ddc69147b5a",
"title": "LQDH: A Corporate Spreads Play (NYSEARCA:LQDH)",
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"snippet": "Shutthiphong Chandaeng\n\nThesis\n\nThe world of exchange traded funds has become a very diversified one, with retail investors now having a plethora of options in ...",
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"highlight": "The fund is a take on the very popular <em>iShares</em> <em>iBoxx</em> $ <em>Investment</em> <em>Grade</em> <em>Corporate</em> <em>Bond</em> <em>ETF</em> (LQD), which provides investors with exposure to investment grade corporate bonds.\n\nWe wrote an initial coverage piece on LQDH a year ago, where we warned investors that LQDH will underperform LQD in a decreasing rates environment.",
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"title": "New ASEAN Energy and ACTUAL Sign Cooperation Agreement to Develop Net-Zero Plan for the New $5B USD Pengerang Energy Complex",
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"snippet": "New ASEAN Energy and ACTUAL Sign Cooperation Agreement to Develop Net-Zero Plan for the New $5B USD Pengerang Energy Complex\n\n\n\n\n\n\n\n\n\nNew ASEAN Energy and ACTUA...",
"url": "https://www.startup365.fr/new-asean-energy-and-actual-sign-cooperation-agreement-to-develop-net-zero-plan-for-the-new-5b-usd-pengerang-energy-complex/",
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"highlight": "., now a part of Perella Weinberg Partners\n\nStephen Trauber, who previously served as the Vice Chairman & Global Head of Natural Resources & Clean Energy Transition for Citi Bank, Vice Chairman & Global Head of Energy for UBS, Managing Director and Head of Energy for <em>Morgan</em> <em>Stanley</em> and Vice President of Energy M&A Group for Credit Suisse First Boston",
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"title": "Nvidia unveils successor to its all-conquering AI processor",
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"snippet": "Nvidia unveils successor to its all-conquering AI processor\n\nNvidia Corp. Chief Executive Officer Jensen Huang showed off new chips aimed at extending his compa...",
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"highlight": "Story continues below Advertisement Remove Ad\n\nThe Blackwell chips, which are made up of 208 billion transistors, will be the basis of new computers and other products being deployed by the world’s largest data center operators — a roster that includes <em>Amazon.com</em> <em>Inc</em>., Microsoft Corp., Alphabet Inc.’s Google and Oracle Corp.",
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"highlight": "., <em>Alphabet</em> <em>Inc</em>.’s Google and Oracle Corp. Blackwell-based products will be available later this year, Nvidia said.\n\nBlackwell — named after David Blackwell, the first Black scholar inducted into the National Academy of Science — has a tough act to follow.",
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"highlight": "It is the first chipmaker to have a market capitalization of more than $2 trillion and trails only Microsoft Corp. and <em>Apple</em> <em>Inc</em>. overall.\n\nThe announcement of new chips was widely anticipated, and Nvidia’s stock is up 79% this year through Monday’s close.",
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"highlight": "., <em>Microsoft</em> <em>Corp</em>., Alphabet Inc.’s Google and Oracle Corp. Blackwell-based products will be available later this year, Nvidia said.\n\nBlackwell — named after David Blackwell, the first Black scholar inducted into the National Academy of Science — has a tough act to follow.",
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"highlight": "It is the first chipmaker to have a market capitalization of more than $2 trillion and trails only <em>Microsoft</em> <em>Corp</em>. and Apple Inc. overall.\n\nThe announcement of new chips was widely anticipated, and Nvidia’s stock is up 79% this year through Monday’s close.",
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"highlight": "For all its success, Nvidia’s revenue has become highly dependent on a handful of cloud computing giants: Amazon, <em>Microsoft</em>, Google and Meta Platforms Inc. Those companies are pouring cash into data centers, aiming to outdo their rivals with new AI-related services.\n\nThe challenge for Nvidia is broadening its technology to more customers.",
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"highlight": "., <em>Alphabet</em> <em>Inc</em>.’s Google and Oracle Corp. Blackwell-based products will be available later this year, Nvidia said.\n\nBlackwell — named after David Blackwell, the first Black scholar inducted into the National Academy of Science — has a tough act to follow.",
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"highlight": "Story continues below Advertisement Remove Ad\n\nThe Blackwell chips, which are made up of 208 billion transistors, will be the basis of new computers and other products being deployed by the world’s largest data center operators — a roster that includes <em>Amazon.com</em> <em>Inc</em>., Microsoft Corp., Alphabet Inc.’s Google and Oracle Corp.",
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"highlight": "., <em>Alphabet</em> <em>Inc</em>.’s Google and Oracle Corp. Blackwell-based products will be available later this year, Nvidia said.\n\nBlackwell — named after David Blackwell, the first Black scholar inducted into the National Academy of Science — has a tough act to follow.",
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"uuid": "c678029d-a3b9-4a31-9300-18fc893ab9a9",
"title": "大摩:AI伺服器前景樂觀 台廠迎大出貨量",
"description": "歐祥義/核稿編輯\n\n\n〔財經頻道/綜合報導〕根據(Morgan Stanley,大摩)報告,人工智慧(AI)伺服器原廠委託設計製造廠(ODM)今年的前景樂觀,意味著出貨量會增加,還有有強大的需求",
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"snippet": "根據(Morgan Stanley,大摩)報告,人工智慧(AI)伺服器原廠委託設計製造廠(ODM)今年的前景樂觀。(路透)\n\n歐祥義/?...",
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"highlight": "根據(<em>Morgan</em> <em>Stanley</em>,大摩)報告,人工智慧(AI)伺服器原廠委託設計製造廠(ODM)今年的前景樂觀。(路透)\n\n歐祥義/核稿編輯\n\n〔財經頻道/綜合報導〕根據(<em>Morgan</em> <em>Stanley</em>,大摩)報告,人工智慧(AI)伺服器原廠委託設計製造廠(ODM)今年的前景樂觀,意味著出貨量會增加,還有有強大的需求。\n\n根據報告預測,鴻海(2317)今年的AI GPU模組出貨量將增加1倍以上,AI伺服器營收將年曾超過40%,有機會達到210億美元。\n\n請繼續往下閱讀...\n\n廣達(2382)的AI伺服器動能將從今年Q2起開始回升,今年AI伺服器將占廣達其伺服器50%以上;緯創則預計今年Q2其AI伺服器成長將比Q1還要好。",
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"title": "UBS powers past $134 billion one year after Credit Suisse shock",
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"snippet": "On the first anniversary of UBS Group’s historic takeover of its former rival Credit Suisse in 2023, it is becoming clear just how advantageous the deal has b...",
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