Cisco Surges 17%, Cerebras IPO, and Nvidia H200 Clears for China: AI Rally Drives New Stock Records
TL;DR Three AI infrastructure catalysts converged before Thursday's open, driving the S&P 500 and Nasdaq
Posts by Ulysses Cornelius
Trump and Xi Agree Strait of Hormuz Must Stay Open: Oil Market Outlook
TL;DR Trump and Xi jointly agreed that the Strait of Hormuz "must remain open to support the free
Nvidia H200 Cleared for China as Trump-Xi Summit Drives Nasdaq Rally
TL;DR President Trump met Xi Jinping at Beijing's Great Hall of the People on Thursday, agreeing to
Bitcoin Short Squeeze Watch: $550M at Risk as CLARITY Act Markup Opens at 10:30 AM ET
TL;DR Bitcoin is trading near $79,500 with more than $550 million in short positions stacked between current price
New Fed Chair Warsh Takes Over Friday as Inflation Surges: Rate Outlook for Traders
TL;DR Kevin Warsh officially becomes the 11th Federal Reserve chair this Friday, May 15, after a 54-45 Senate confirmation
Nvidia Nears $5.5 Trillion as Trump Meets Xi in Beijing: AI Chip Deal Drives Markets to Records
TL;DR Nvidia surged to a fresh all-time high Thursday morning as Reuters reported the US has approved H200 AI
Cisco AI Orders Jump to $9 Billion Forecast: CSCO Stock Set for Biggest Rally Since 2002
TL;DR * Cisco (CSCO) reported record fiscal Q3 2026 revenue of $15.84 billion after Wednesday's close, beating
CLARITY Act Vote Today: Bitcoin Falls to $79K Before Historic Senate Decision
TL;DR The U.S. Senate Banking Committee votes on the CLARITY Act this morning at 10:30 a.m.
Xi's Taiwan Warning to Trump: What Traders Need to Watch in Semiconductors and Asia Markets
TL;DR As of Thursday morning, May 14, Chinese President Xi Jinping warned President Trump at the Beijing summit that
Trump-Xi Beijing Summit Kicks Off: Stocks Rise, Hormuz Deal Discussed, Nvidia Chips at Stake
TL;DR President Trump and Chinese President Xi Jinping began a two-day summit in Beijing on Thursday morning. Both sides