Diamonds and Dogs

3/19/25

A risk on day as the Fed left rates unchanged. AI chipmaker, Nvidia is up 2.5% after a conference call and numerous interviews about the future of the company and AI. Nvidia expects the AI infrastructure to be worth trillions in dollars. Nvidia does not expect tariffs to have a meaningful impact in the short term even as they bring more manufacturing to the US.

Intel (INTC) one of the few stocks lower today, down 6% as rival, TSMC said rumors of an Intel takeover are not accurate. Intel not long ago was the dominant chip maker in the country and the world. However, the company has been unable to keep up with the chip innovations in the world and is now scrambling stay relevant.

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