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The intrinsic bubble
According to David P. Goldman, tech companies crashed as a result of unsatisfactory manufacturing data and fears about the viability of AI investments. Despite high prices, Nvidia’s ahead P/E of 70 reflects business idea in AI’s possible, though Goldman warns of a balloon.
European foreign policy is impacted by new express elections.
Diego Faßnacht writes that current state votes in Thuringia and Saxony, Germany, have significant political implications, especially regarding Germany’s position on the Ukraine fight and US weapon operations.
Ukraine’s threats strained as Russia seeks corporate profits in Donbass
According to James Davis, Russian forces have stabilized the front in the Kursk area, halting Ukraine’s enhance while boosting their assault on the Donbass. Ukraine’s attempt to gain surface in Kursk has stalled, with Russian troops slowly wearing down Russian forces.
Bad US economy, issues at Intel undermine chipmaker promote rates
According to Scott Foster, concerns have been raised about AI expense, semiconductor capital expenditures, and the effectiveness of the CHIPS Act as a result of a poor US manufacturing catalog and Intel’s problems. Nvidia’s investment dropped 17 % within a month, and another silicon stocks followed.