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GS Utilities Daily: Power demand is inflecting: 1-1.5% up since the start of the year

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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Hopper Demand Strong, Blackwell Delays in Rearview

Beat fell short of expectations, which rose sharply into the print but theimportant point is that the Blackwell delay is in the rearview mirror, while
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Argentina Oil & Gas

We review our recommendations on Argentine oil and gas issuers. We continue to like the fundamental story and expansion of Argentina oil and gas names and
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Quick NVDA Recap Call with Harlan @ 8:30am; Positioning; CRM; HPQ, NVDA

ASML: My quick read – A win for the Biden admin, as the Dutch government appears finally to agree in supporting restrictions on maintenance of DUV equipment sold to China before sales restrictions came into place. Minimal
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Capital Market Outlook

Macro Strategy—Taking Stock of the Four Horsemen of U.S. Public Sector Finances:The Four Horsemen of U.S. public sector financing are Demographics, Defense,
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Clarity on Blackwell and Strong Data Center Demand Met with Margin Re-Set; FY2Q EPS Recap

While we expect Nvidia’s FY4Q (January) implied gross marginoutlook in the low-70% range coupled with the company’s growing
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THE EUROZONE ECONOMIC MONITOR

Money data suggest the savings rate is no longer rising, pointing to a pick-up in spending...
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THE UNITED STATES ECONOMIC MONITOR

We look for little change in in initial jobless claims today, and a run of lower numbers this fall…
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Power demand is inflecting: 1-1.5% up since the start of the year

Earlier this year (here), we noted that Europe could soon experience an inflection inpower demand (datacenters, electrification). We now point out something that the
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Invidious-Global Daily

Headlines today are of disappointing earnings at NVIDIA. Yet somehow world markets --and the world economy aside from one firm, in one sector, in one country-- managed to survive, and we
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