Daniel Tabbush
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smartkarma.com | William Keating |Mark Chadwick |Daniel Tabbush |Jim Handy
In today’s briefing:Microsoft CEO On AI CapEx: Show Me The Money!Ohayo Japan | Nvidia Beats, Stock +3.7%Singapore Banks – Giving Back Many Billions of Capital, Suggests Outlook for Lending, Not GreatWhat Do Detailed 2024 Semi Stats Tell Us?
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