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AI drawing foreign cash like 2008 / IMF warnings, but upgrades UK / Chip sell-off, KOSPI, Broadcom CEO warning

sc0172
10 minutes ago
2 min read

  • Broadcom's CEO said investors "have no clue what they are investing in"... Many AI Investors are like Casino Gamblers, he warns again, well if it comes from the horse's mouth it must true !?

  • Markets : France start debate on budget (that'll be fun..), IMF warns bond yields could see a ‘disorderly’ spike as debt, inflation risks worsen (but UPgrades.. UK growth from 1 to 1.3%) AI investment props up global growth, but war and debt threaten outlook, 'chip' sell off (SK down 5% overnight), Nvidia's China AI-chip share falls as Huawei closes gap, BANKS kick off earning season today, U.S mortgage Bond Funds Suffer One of Worst Outflows Since 2021 (chart) >>> NASDAQ tested 31K again and failed (momentum turning again on Broadcom CEO warnings, KOSPI down 10% in few days etc), USD 'may' peak in short-term with UST yields peaking (inflation and Warsh coming up tomorrow for confo), GOLD holds well above $4K should rally again as/if/when UST yields peak confirmed in short-term

  • US hopes diesel deal can 'soften' Moscow on peace talks | President Trump's envoys told Ukrainian officials that a deal to allow Russian diesel exports is part of a ​bid to draw Russia back to negotiations after the failure of previous efforts to launch sustained talks to end the war, US is considering cutting Starlink access for Ukraine, NATO’s top commander warns Russia that the alliance would destroy “anything and everything” supporting an attack on NATO territory...

  • Europe’s biggest auto show is now dominated by Chinese cars, EU now needs to react.. Franco-German deal on EU car policy is ‘imminent’, says Macron

  • CNN says China is "rapidly building data centers" while the US fights over their construction







See 'housing market', clearly started to hurt this year...



The IMF has upgraded the UK’s growth forecast for 2026 from 1% to 1.3%...







Ai is so safe innit..The next kind of hack ! .. Fridges in French supermarkets hit by cyber attack



















 
 
 

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