XNTK

Equities Play A Waiting Game

Consumption continued to drive growth in the first quarter. The waiting game continues for the U.S. Federal Reserve and other major central banks to cut interest rates this year. 2024 is shaping up to be a “normal” expansionary year with healthy levels of economic growth and inflation.

The Outlook For The U.S. Economy Is Bullish

Adapting To Economic Paradigm Shifts

Home Investing Strategy Portfolio Strategy Adapting To Economic Paradigm Shifts. Investors should look to real assets to diversify beyond the traditional 60/40 portfolio. The global economy may be shifting from a low inflationary paradigm driven by disinflationary forces to an inflationary one.

Weekly Report: what happened at XNTK last week (0415-0419)?

Pay More for Chips Made Outside Taiwan as AI Demand Soars and Global Expansion Continues, Taiwan Semiconductor

Taiwan Semiconductor Manufacturing Co is adjusting its pricing model to include a premium for chips manufactured outside of Taiwan. The move is driven by the need to expand its global production capabilities amid escalating tensions with China and rising costs. The key Nvidia Corp supplier reported a robust first-quarter net profit.

What's Going On With Alibaba Shares After Launching Logistics Solutions For US SMEs?

Alibaba introduced its Logistics Marketplace for U.S. Small and medium-sized enterprises. The development will provide SMEs with affordable and customizable logistics services. The company will facilitate connections between buyers and pre-vetted logistics providers. Alibaba’s stock plunged 28% in the last 12 months.

Alibaba Leverages Open Source to Supercharge AI

Alibaba Group Holding Ltd has reinforced its engagement in the open-source development of its large language model. The move follows the release of Tongyi Qianwen to third-party developers. The LLM is the technology underlying generative artificial intelligence services like ChatGPT. Open-source technology has significantly contributed to developing China's tech industry.

Weekly Report: what happened at XNTK last week (0408-0412)?