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Nash Economic Intelligence
Fed signals unexpected 50bps rate cut in emergency meeting
- Banking liquidity concerns, global slowdown cited
NVIDIA unveils next-gen AI chip with 4x performance, secures $35B in pre-orders
- Blackwell platform promises 4x performance
China announces $1.5T infrastructure package focused on semiconductor independence
- Includes $300B for domestic chip manufacturing, AI research
OPEC+ to proceed with planned April oil output hike
- Decision aligns with market expectations despite demand concerns
Red Sea shipping disruptions to increase Q2 logistics costs by 8.3%, Goldman reports
- Houthi attacks force rerouting, adding 12-15 days to Asia-Europe routes
Coinbase Is in Advanced Talks to Buy Derivatives Venue Deribit
- Potential deal values Deribit at over $2 billion
Trump threatens 25% tariffs against Colombia
- Cites unfair trade practices related to agricultural imports
Apple reports Q1 earnings: Revenue $94.8B vs $93.5B est, Services growth accelerates to 18%
- iPhone sales slightly below expectations, services margin expands to 74%
Lutnick Fields Rival US Steel Bids From Nippon Steel, Activist
- BGC Group CEO confirms involvement in potential bidding war
NVIDIA unveils next-gen AI chip with 4x performance, secures $35B in pre-orders
Blackwell platform promises 4x performance increase vs previous gen.
Key Events
News Anncmnt.
Analyst Upgrades
Volume Spike
Negative Impacts
High Conf. (87%)
NVIDIA's 4x perf. leap widens gap. MI300 faces steeper challenge, potentially delaying share gains 2-3 Qtrs.
Med Conf. (72%)
Gaudi accelerators face wider perf. gap vs NVIDIA. May impact AI strategy, slow enterprise adoption.
Positive Impacts
V. High Conf. (94%)
$35B pre-orders validate strong demand. Could add $12-15B to FY25 rev, exceeding consensus 8-10%.
High Conf. (85%)
Benefits from increased wafer demand for Blackwell. Could increase advanced node util. 5-7% H2'24.
Macro Implications
Reinforces view AI infra spending in secular growth. 4x perf. could accelerate AI dev timelines, bring forward enterprise adoption 6-9 mos. Implications for productivity growth, potential margin expansion 150-200bps/24mos. Monitoring deflationary impacts influencing Fed policy late '24.
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