Technology - Yardeni QuickTakes

Hasta el infinito y más allá: Inteligencia artificial, semiconductores y Nvidia

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Semiconductores - 3 min leer

Hasta el infinito y más allá: Inteligencia artificial, semiconductores y Nvidia

En las últimas décadas, la Revolución Digital ha eclipsado a la Revolución Industrial. Hoy en día, la IA es una tecnología que ha evolucionado de...

Ed Yardeni & Eric Wallerstein - 20 de noviembre de 2024

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Bolsa - 3 min leer

Anatomía de una fusión

Ed Yardeni & Eric Wallerstein - 20 de octubre de 2024

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Technology • 3 min read

Market Call: Carry-Trade Unwind Part II

Something doesn't make sense. Why are stock prices falling when the Fed is set to lower interest rates…

Ed Yardeni & Eric Wallerstein - 08 Sep 2024

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Technology • 3 min read

Technology Now & Then

Are stock market valuations too high? There is no obvious answer to the valuation question. So we are dependent on…

Ed Yardeni - 24 Jun 2024

Stock Market Meltup: Earnings-Led Or Valuation-Led?

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Technology • 2 min read

Stock Market Meltup: Earnings-Led Or Valuation-Led?

Ed Yardeni & Eric Wallerstein - 19 Jun 2024

Market Call: Momentum Meltup, Blowoff Top, Or Both?

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Technology • 3 min read

Market Call: Momentum Meltup, Blowoff Top, Or Both?

Consumer price disinflation is raising expectations for a Fed rate cut, which is fueling a meltup in stock prices. This…

Ed Yardeni & Eric Wallerstein - 16 Jun 2024

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Bolsa - 2 min leer

Moon Shot

The S&P 500 rose to yet another record high today closing at 5241.53 (chart). We wrote the…

Ed Yardeni - 21 Mar 2024

Stock Market Has Discounted Lots Of Good News

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Technology • 2 min read

Stock Market Has Discounted Lots Of Good News

Nvidia was up a measly 1% today despite the exciting presentation, after Monday's close, by CEO Jensen Huang…

Ed Yardeni - 19 Mar 2024

Market Call: Nvidia's Lovefest Versus Powell's (Perhaps Depressing) Presser

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Fed - 2 min read

Market Call: Nvidia's Lovefest Versus Powell's (Perhaps Depressing) Presser

Nvidia's three-day AI lovefest for developers starts Monday afternoon in San Jose, California. The FOMC meets Tuesday and…

Ed Yardeni - 17 Mar 2024

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Technology • 2 min read

Core CPI Continues To Moderate

Ed Yardeni - 12 Mar 2024

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Fed - 2 min read

New Risk: Powell Stoking Risk-On Trades

Fed Chair Jerome Powell's dovish congressional testimony yesterday and today stoked the hot trades in the financial markets…

Ed Yardeni - 07 Mar 2024

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Technology • 2 min read

Nvidia For Fun & Profit

As a result of the AI gold rush, billions of dollars are being spent on Nvidia’s GPUs. They seem…

Ed Yardeni - 21 Feb 2024