$635 Billion, a Drone, and a Blog Post
Four companies are spending more than Argentina on AI chips. A drone in Qatar cripples the supply chain. A blog post wipes out $31 billion. Who’s actually winning?
FINBEAR
beat the bear
Tag : Huawei
Brent at $107 and Macquarie Sees $200: the Strait of Hormuz Is the New Berlin Wall of Markets
Thursday’s session closed under broad-based pressure: S&P 500 shed 1.74%, Nasdaq sank 2.38% on converging fears of persistent inflation (OECD at 4.2%), oil war in the Middle East (Brent above $107), and a landmark anti-tech addiction verdict. The bifurcation between safe havens and growth assets is now structural.