BizToc
3) Big Oil's $281B Profit Post-Invasion Raises Eyebrows —
Major oil companies register a combined profit of $281 billion since the Ukraine invasion, sparking debate over corporate gains amidst global crises. #OilProfits
tweet
3) Big Oil's $281B Profit Post-Invasion Raises Eyebrows —
Major oil companies register a combined profit of $281 billion since the Ukraine invasion, sparking debate over corporate gains amidst global crises. #OilProfits
tweet
Offshore
Photo
BizToc
📰 BizToc.com Hourly News Flash
1) U.S. Fuels Chip Comeback with $1.5B for GlobalFoundries —
The U.S. goverment invests $1.5 billion in GlobalFoundries to boost domestic semiconductor production, countering chip shortages and foreign reliance. #Semiconductor
tweet
📰 BizToc.com Hourly News Flash
1) U.S. Fuels Chip Comeback with $1.5B for GlobalFoundries —
The U.S. goverment invests $1.5 billion in GlobalFoundries to boost domestic semiconductor production, countering chip shortages and foreign reliance. #Semiconductor
tweet
BizToc
4) Chip Industry Roadblocks —
Expanding U.S. chip manufacturing faces hurdles despite aggressive investment and political support. #Manufacturing
tweet
4) Chip Industry Roadblocks —
Expanding U.S. chip manufacturing faces hurdles despite aggressive investment and political support. #Manufacturing
tweet
BizToc
3) US Chips Away at Dependency —
GlobalFoundries gets a $1.5 billion boost from US government to ramp up domestic semiconductor production. #Semiconductors
tweet
3) US Chips Away at Dependency —
GlobalFoundries gets a $1.5 billion boost from US government to ramp up domestic semiconductor production. #Semiconductors
tweet
BizToc
2) Chevron Chills Inflation —
Chevron's investment in Venezuela helps cool the nation's inflation, leading to the lowest rate in a decade. #Inflation
tweet
2) Chevron Chills Inflation —
Chevron's investment in Venezuela helps cool the nation's inflation, leading to the lowest rate in a decade. #Inflation
tweet
Offshore
Photo
BizToc
📰 BizToc.com Hourly News Flash
1) Capital One's Big Move —
Capital One plans to acquire Discover Financial, positioning for major expansion in consumer finance. #Acquisition
tweet
📰 BizToc.com Hourly News Flash
1) Capital One's Big Move —
Capital One plans to acquire Discover Financial, positioning for major expansion in consumer finance. #Acquisition
tweet
AkhenOsiris
The "i told you so" chorus on this app when cyclicality catches up with NVDA will be an epic tidal wave, getting my 🍿 ready.
The damage to 🐻's up to now has also been epic, respect to those of you still pressing.
Persistent 🐻's since $200s: you'll need a 60% crash to have your point proven (has happened before, so not unprecedented).
tweet
The "i told you so" chorus on this app when cyclicality catches up with NVDA will be an epic tidal wave, getting my 🍿 ready.
The damage to 🐻's up to now has also been epic, respect to those of you still pressing.
Persistent 🐻's since $200s: you'll need a 60% crash to have your point proven (has happened before, so not unprecedented).
tweet
AkhenOsiris
$TSM $NVDA
MS - Trading Nvidia results through TSM
The U.S. investment bank said, in a note dated Feb. 18, that Taiwan Semiconductor Manufacturing (NYSE: TSM) is the sole supplier for Nvidia's (NASDAQ: NVDA) artificial intelligence graphics cards, and thus Nvidia’s guidance for the April quarter could be a key catalyst.
Morgan Stanley assigns a 20% probability that Nvidia’s quarterly guidance comes in above buy-side expectations of $24 billion, and expects TSMC’s shares to rise around 5% as a result.
It says there is a 60% chance that the guidance is in line with the $22-$24 billion expectations, which could be TSMC gains of up to 3%, while there’s a 20% chance that the guidance is below $22 billion, which would cause TSMC’s stock to fall 2%.
tweet
$TSM $NVDA
MS - Trading Nvidia results through TSM
The U.S. investment bank said, in a note dated Feb. 18, that Taiwan Semiconductor Manufacturing (NYSE: TSM) is the sole supplier for Nvidia's (NASDAQ: NVDA) artificial intelligence graphics cards, and thus Nvidia’s guidance for the April quarter could be a key catalyst.
Morgan Stanley assigns a 20% probability that Nvidia’s quarterly guidance comes in above buy-side expectations of $24 billion, and expects TSMC’s shares to rise around 5% as a result.
It says there is a 60% chance that the guidance is in line with the $22-$24 billion expectations, which could be TSMC gains of up to 3%, while there’s a 20% chance that the guidance is below $22 billion, which would cause TSMC’s stock to fall 2%.
tweet
BizToc
3) Cross-Strait Tensions Rise —
Chinese Coast Guard escalates tensions by boarding a Taiwan tourist boat, sparking regional dispute. #Geopolitics
tweet
3) Cross-Strait Tensions Rise —
Chinese Coast Guard escalates tensions by boarding a Taiwan tourist boat, sparking regional dispute. #Geopolitics
tweet
Offshore
Photo
BizToc
📰 BizToc.com Hourly News Flash
1) Capital One's Discover Acquisition —
Capital One set to acquire Discover for $35 billion, reshaping the credit card landscape. #Acquisition
tweet
📰 BizToc.com Hourly News Flash
1) Capital One's Discover Acquisition —
Capital One set to acquire Discover for $35 billion, reshaping the credit card landscape. #Acquisition
tweet