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Nash Economic Intelligence

S&P 500 +0.8%
FOMC -2d
Economic Impact Feed
AI
Portfolio
09:32
BREAKING

Fed signals unexpected 50bps rate cut in emergency meeting

Monetary Policy
Inflation
-86

- Banking liquidity concerns, global slowdown cited

XLFTLTGLD
09:16

NVIDIA unveils next-gen AI chip with 4x performance, secures $35B in pre-orders

Semiconductor
AI Infra
+94

- Blackwell platform promises 4x performance

NVDATSMAMD
08:49

China announces $1.5T infrastructure package focused on semiconductor independence

Fiscal Policy
Geopolitics
+67

- Includes $300B for domestic chip manufacturing, AI research

ASMLINTCEWZ
08:31

OPEC+ to proceed with planned April oil output hike

Energy
Geopolitics
+35

- Decision aligns with market expectations despite demand concerns

XLEUSOCVX
08:05

Red Sea shipping disruptions to increase Q2 logistics costs by 8.3%, Goldman reports

Supply Chain
Inflation Risk
-52

- Houthi attacks force rerouting, adding 12-15 days to Asia-Europe routes

MAERSKWMTXLE
07:55

Coinbase Is in Advanced Talks to Buy Derivatives Venue Deribit

Crypto
M&A
+71

- Potential deal values Deribit at over $2 billion

COINBTCETH
07:42

Trump threatens 25% tariffs against Colombia

Trade Policy
Geopolitics
-48

- Cites unfair trade practices related to agricultural imports

EWWCOFFEEUSD
07:15

Apple reports Q1 earnings: Revenue $94.8B vs $93.5B est, Services growth accelerates to 18%

Earnings
Tech Sector
+45

- iPhone sales slightly below expectations, services margin expands to 74%

AAPLQQQSPOT
06:58

Lutnick Fields Rival US Steel Bids From Nippon Steel, Activist

M&A
Industrials
+62

- BGC Group CEO confirms involvement in potential bidding war

XNUECLF
Impact Analysis
AI
Semiconductor
AI Infra

NVIDIA unveils next-gen AI chip with 4x performance, secures $35B in pre-orders

Blackwell platform promises 4x performance increase vs previous gen.

Source: TechCrunch • 09:16
Impact Score
+94
Price Change (%)
Intraday
NVDA +3.8%
AMD -1.2%
1
2
3
Key Events
1
10:32

News Anncmnt.

2
10:38

Analyst Upgrades

3
10:42

Volume Spike

Negative Impacts
AMD
-28
Compet. Position

High Conf. (87%)

NVIDIA's 4x perf. leap widens gap. MI300 faces steeper challenge, potentially delaying share gains 2-3 Qtrs.

INTC
-18
AI Strategy

Med Conf. (72%)

Gaudi accelerators face wider perf. gap vs NVIDIA. May impact AI strategy, slow enterprise adoption.

Positive Impacts
NVDA
+56
Rev Growth

V. High Conf. (94%)

$35B pre-orders validate strong demand. Could add $12-15B to FY25 rev, exceeding consensus 8-10%.

TSM
+31
Mfg Demand

High Conf. (85%)

Benefits from increased wafer demand for Blackwell. Could increase advanced node util. 5-7% H2'24.

Macro Implications
AI

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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