With Fed QT (Quantitative Tightening) running at a pace of $95 billion a month and the Treasury forecasting its cash balance to rise by $200 billion into year end, that amounts to a squeezing of liquidity that alone implies an 8% drop for the S&P 500 by the end of December, according to their model.
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Microsoft Is Betting Big on NVIDIA GPUs — But Will Custom Chips Save Its AI Ambitions?
Microsoft has secured nearly half a million Nvidia GPUs in 2024 alone, surpassing rivals Google, Amazon, and Meta given its urgency in scaling its AI infrastructure amid fierce competition.
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