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Is China Purposely Commoditizing AI Models?
Markets are green pre-market on a reversal Monday, with oil dropping after a weekend of war headlines where the US and Iran held off on attacking each other. It is a busy week with the Fed meeting, where I think they should hold, plus heavy earnings. Thursday is the big day with Apple and Amazon, Microsoft and Lam Research report Wednesday afternoon, and I am also watching Waste Management, L3Harris, Strategy and SpaceX.
The weekend story bears are calling circular funding is Nvidia in talks to backstop $250 billion in OpenAI data center financing in Ohio, part of a project costing more than…
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