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Super Micro gives a big sales forecast, but analysts wonder how long the momentum can last0:02 Super Micro Computer impressed Wall Street with its profitability trends and revenue projections, but some analysts aren’t sure that the momentum is sustainable. Goldman’s latest deal underscores how ‘boomer candy’ ETFs are now big business on Wall Street23:30 Goldman Sachs announced Wednesday that it has agreed to buy Neos Investments, adding yet another ETF shop to its fast-growing asset-management business. Chip stocks are closing in on a bull market. Here’s why some analysts are nervous.23:30 Wall Street is excited about growing backlogs at some AI infrastructure companies, but some experts caution that there’s no guarantee all those orders will be carried out. Nvidia, Intel, Google: Wall Street is partying like it’s 199923:30 The signs are all around that Wall Street is back in that dangerous atmosphere of giddy euphoria that those with long memories will remember from the infamous dot-com bubble of the late 1990s. Alphabet’s stock slips as Nvidia’s $500 billion financing deal threatens custom chips20:51 Investors are concerned that Alphabet faces a fresh threat from Nvidia’s plans to help fund the AI buildout alongside major Wall Street players. |