Meta in Talks to Buy...Irie님의 글

Meta in Talks to Buy Google Chips; NVIDIA Hit, Alphabet Surges Meta is discussing a multi-billion-dollar deal to buy Google’s AI chips (TPUs) for its data centers starting 2027, per The Information. Meta may also rent TPUs from Google Cloud as early as next year. If finalized, this would be Google’s first major move to sell TPUs externally, shifting it from internal-use chips to direct competition with NVIDIA. Google Cloud executives believe the strategy could capture up to 10% of NVIDIA’s annual revenue. Market reaction: NVIDIA −4.1% premarket, set to lose ~$180B in market cap. Alphabet +4%, on track toward a $4T valuation. Takeaway: A Meta–Google chip deal would be the first real threat to NVIDIA’s dominance in AI hardware. #meta #nvidia #alphabet #google

면책 조항: 본 게시글에 표현된 견해는 전적으로 작성자의 견해이며 Followme의 공식 입장을 대변하지 않습니다. Followme는 제공된 정보의 정확성, 완전성 또는 신뢰성에 대해 책임을 지지 않으며, 서면으로 명시적으로 언급되지 않는 한 해당 내용을 기반으로 취해진 어떠한 조치에 대해서도 책임을 지지 않습니다.

🌅 Good Morning Traders! Ready for another action-packed market day? 🔥 With global cues mixed and volatility picking up, traders are gearing up for sharp moves across forex, commodities, and indices. 📊 Before we dive in — what’s your take on today’s market scenario? 📋 POLL: How do you expect the markets to trade today? 1️⃣ Bullish – expecting upside momentum 2️⃣ Bearish – likely downside pressure 3️⃣ Range-bound – limited movement 4️⃣ Highly volatile – big swings both ways Cast your vote and let’s see what the community thinks! 🚀📈 Have a profitable day ahead! 💹✨ #newbeginning# #newday# #bullish# #bearish#

Irie

*Gold Market Update – Key Points* Gold prices edged higher on Monday, briefly testing the *$4,100 level before retreating to around $4,050 as traders remained cautious ahead of major U.S. economic releases this week. Investor focus is on U.S. data, including Thursday’s September nonfarm payrolls, which will offer fresh insight into economic momentum and guide expectations for the Federal Reserve’s interest-rate path. Rate-cut expectations have softened, with markets now pricing a 46% probability* of a quarter-point cut next month, down from 50% last week. Analysts say scaled-back expectations and lingering uncertainty after the government shutdown are weighing on gold. Several Fed policymakers have expressed reluctance toward further easing, citing persistent *inflation concerns* and signs of labour-market stability after two rate cuts this year. Gold, a non-yielding asset, typically benefits from lower interest rates and economic uncertainty, but current Fed hesitation is limiting upside momentum. Meanwhile, the U.S. dollar index (DXY) remains firm, reducing gold’s appeal for holders of other currencies.

Irie

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