Eric Bleeker
Partner at Flywheel Publishing
Partner at Flywheel Publishing | Lover of all things TMT | Filled with boyish mirth
Articles
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1 week ago |
247wallst.com | Eric Bleeker
Skip to content Investing Enthusiasm around technology stocks soared on Saturday as the White House issued new guidance which removed reciprocal tariffs from items like computers, smartphones, consumer electronics products, and semiconductors. The move not only removed significant uncertainty for companies like Apple and Dell, but it was also seen as an ‘olive branch’ to China to begin de-escalating tariffs that have now reached 145% after a series of back-and-forth retaliatory raises. Yet,...
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1 week ago |
flipboard.com | Eric Bleeker
2 hours agoRecent data from a MyPerfectResume survey paints a stark picture of the labor market and of workers’ trust in the traditional job model: about 81% fear job loss and 92% anticipate a recession. The report, which interviewed more than 1,100 U.S. professionals, revealed that more than half say that …
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1 week ago |
247wallst.com | Eric Bleeker
AI Portfolio It should be a very good Monday if you own shares of NVIDIA (Nasdaq: NVDA) or other stocks in the semiconductor space. Late Friday night, industries like computers, smartphones, semiconductors, and other electronics categories were exempted from reciprocal tariffs.
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1 week ago |
247wallst.com | Eric Bleeker
AI Portfolio “We could see a tech stock rally for the ages on Monday.” If you’re a tech investor who has been beaten down over the past two months as technology became the worst-performing sector amid investors feeling risk, that headline is a welcome relief. It comes from frequent CNBC guest Dan Ives, who leads Wedbush’s technology coverage.
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1 week ago |
247wallst.com | Eric Bleeker
Investing Stock futures open Sunday night at 6 p.m. and I have a not-so-bold prediction that Apple investors will be very happy with jump in Apple‘s (Nasdaq: AAPL) share price. The big news on Saturday is that Donald Trump is exempting smartphones and computers from reciprocal tariffs.
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Both Meta and Google accelerating AI spend waaaay ahead of where expectations were a month ago
$GOOGL 2025 Capex ~$75B vs $57.9B Est
RT @EricJhonsa: Why $AVGO closed up 4.4% AH: - $META said servers with MTIA inference ASICs (developed with Broadcom) will replace some en…
$AVGO now up ~14% after reporting. I think some of the long-term commentary from this call could go down as one of the more eventful earnings calls you'll see. It's all below in the live blog if you own Broadcom.
On the latest AI Investor Podcast episode we took Broadcom $AVGO up to our top position. We're currently hosting a live blog on the company's earnings on the 24/7 Wall Street website. Link below if you want to follow along!
