글로벌 인사이트: Standard Capital
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Standard Capital은 미국을 포함한 전 세계에서 투자 기회를 탐색하는 해외주식 리서치 채널입니다.
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머스크는 실발시즌에 여러번 마이크잡을 기회가 있어서 좋겠네요
Forwarded from Market News Feed
US CRUDE INVENTORIES RISE UNEXPECTEDLY AS FUEL STOCKS DECLINE

US CRUDE OIL INVENTORIES INCREASED BY 2.479 MILLION BARRELS IN THE WEEK ENDING JULY 31, COMPARED WITH EXPECTATIONS FOR A 1.5 MILLION BARREL DECLINE, SIGNALING WEAKER-THAN-EXPECTED INVENTORY DRAWDOWN.

CUSHING CRUDE INVENTORIES ALSO ROSE BY 2.356 MILLION BARRELS, ADDING FURTHER PRESSURE TO THE OIL MARKET.HOWEVER, REFINED PRODUCT INVENTORIES SHOWED TIGHTER CONDITIONS, WITH DISTILLATE STOCKS FALLING 3.473 MILLION BARRELS AND GASOLINE INVENTORIES DECLINING 1.643 MILLION BARRELS, SLIGHTLY MORE THAN EXPECTED. REFINERY UTILIZATION DROPPED 0.70%, INDICATING LOWER PROCESSING ACTIVITY. THE MIXED DATA SUGGESTS HIGHER CRUDE SUPPLIES BUT CONTINUED STRENGTH IN FUEL DEMAND. ...
Forwarded from Market News Feed
$OKLO - OKLO HITS KEY NUCLEAR MILESTONE

OKLO'S SMALL MODULAR REACTOR REACHED CRITICALITY, MARKING A MAJOR MILESTONE WHERE A SELF-SUSTAINING NUCLEAR CHAIN REACTION IS ACHIEVED.

THE MILESTONE SUPPORTS U.S. EFFORTS TO ACCELERATE NEXT-GENERATION NUCLEAR TECHNOLOGY, THOUGH NO SMRS ARE OPERATING COMMERCIALLY IN THE U.S. YET.

THE ANNOUNCEMENT ALIGNS WITH THE WHITE HOUSE'S PUSH TO EXPAND NUCLEAR POWER, INCLUDING A GOAL OF 400GW OF CAPACITY BY 2050. ...
Forwarded from Market News Feed
$TSLA $SPCX

TERAFAB WILL BE BUILT IN GRIMES COUNTY, TEXAS

IN APRIL, WE BROKE GROUND ON OUR RESEARCH FAB ON THE NORTH CAMPUS OF GIGA TEXAS – THE PRECURSOR TO TERAFAB.

BOTH TESLA & SPACEX WILL NEED FAR MORE CHIPS THAN CURRENT & FUTURE GLOBAL PRODUCTION CAN SUPPLY.

THIS IS WHY WE'RE BUILDING THE LARGEST CHIP MANUFACTURING FACILITY EVER, WITH THE GOAL OF PRODUCING OVER 1 TERAWATT OF COMPUTE PER YEAR

THE FUTURE IS BUILT IN TEXAS

- TESLA ...
Forwarded from Market News Feed
WORLD FAO FOOD PRICE INDEX JULY: 131.1 (PREV 130.3) ...
엘니뇨 기후 등등 넣고 품목별로 공급변동이 상이하다 어쩌구
Forwarded from Market News Feed
CLOUDFLARE PROPOSES PRIVATE OFFERING OF $2.175B CONV NOTES ...
Forwarded from Market News Feed
$INTC INTEL: ANNOUNCES PROPOSED $15 BILLION COMMON STOCK OFFERING
- TO USE OFFERING PROCEEDS FOR GENERAL CORPORATE PURPOSES
- OFFERING INCLUDES $2.25B UNDERWRITER OPTION ...
Forwarded from Bad Onion 나쁜양파
업체별 포지셔닝

전반적으로 랙팔이들은 CSP보다 엔터프라이즈&소버린에 집중하는 모습
(항상 뭔가 하고 있는게 당연하겠으나)
무언가 하고 있는 엔비디아
Forwarded from Market News Feed
OPENAI AND ANTHROPIC IN PRICE WAR AS CHINESE AI RIVALS GAIN GROUND-FT ...
소비자는 이 틈에 뽕을 뽑아야 합니다
Forwarded from Market News Feed
SEOUL CALLS FOR TALKS WITH PYONGYANG TO OFFICIALLY END KOREAN WAR - BBC ...
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