Today’s AI U.S. stock information gap:
1. Looks like a huge surge tonight! Russia agreed with Trump to supply diesel to the United States and also announced an energy ceasefire between Russia and Ukraine.
2. Earnings season is here again! Wednesday $ASML CPI, Thursday $TSM PPI, with earnings expected to grow 30%.
3. Has $ORCL bottomed out? An executive personally spent $3.5 million buying shares. Insider buying is considered a clear bullish signal.
4. $AMZN is in talks to acquire Decart AI at a $7 billion valuation because computing chips are in short supply. Software that enables models to adapt to hardware is highly valuable.
5. Deutsche Bank downgraded tech stocks. Is a sharp reversal coming? $SPY has risen 13.5% this year, adding 9 trillion in market value, but excluding AI stocks, the traditional economy is up only 5.5%.