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Ed Yardeni

  • Analysis & Comment

Ed Yardeni's Comment & Analysis
A complete archive of Ed Yardeni's articles, including current analysis & comment - Page 12

This week, Oracle (NYSE:ORCL) announced it is taking orders for the first "zettascale" AI supercomputer, which will be powered by up to 131,072 Nvidia (NASDAQ:NVDA) Blackwell chips. Nvidia CEO Jensen...
China Is the Source of the Deflation Trade
By Ed Yardeni - Sep 11, 2024
Forget about a recession in the US. Currently, it is China's recession/depression that is weighing on oil prices, global bond yields, and the dollar. Weak Chinese demand for oil caused OPEC today to...
No News Is Good News for Markets
By Ed Yardeni - Sep 10, 2024
Dr. Ed was interviewed on Bloomberg Surveillance this morning. Ace journalist Lisa Abramowicz noted that during the summer, we were saying that the economy is resilient and doesn't need much monetary...
Recessions don’t happen very often, and they don’t last very long. Most of the nine recessions since 1960 were caused by the tightening of monetary policy, which triggered a financial crisis and a...
We asked Joe Feshbach for an update of his take on the stock market from a trading perspective. He said, "Even with the recent decline in the stock market, I’m still recommending a...
Bloomberg reported on Tuesday after the stock market closed, that the Department of Justice (DOJ) had sent Nvidia (NASDAQ:NVDA) a subpoena related to a potential antitrust investigation. We...
Looking for Black Swans in September
By Ed Yardeni - Sep 04, 2024
September has just started and is already living up to its reputation of being the toughest month of the year for stocks. The stock market sold off after the open and August's weak M-PMI report was...
Millions of humanoid robots, those that look and move like humans, could become regular fixtures in factories and homes, bringing down manufacturing costs, eliminating dreary and dangerous work, and...
There’s a lot of controversy over AI. The passion of those for and against its propagation is almost religious in nature, with zealots and heretics. The zealots believe that AI is a revolutionary...
There’s no sign of an imminent recession in the latest earnings reporting season. With more than 90% of the S&P 500 companies having already reported their earnings for Q2, here's the...