Robert Chen's articles
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The Market Demands Perfection as Nvidia Momentum Stalls
Nvidia beat revenue estimates but shares stayed flat, signaling investor fatigue. As the AI trade cools, capital rotates into gold and bonds.
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Markets Are Finally Asking How To Pay For The AI Revolution
Nvidia earnings beat estimates but failed to move the needle as investors question AI monetization, while the Yen faces political pressure in Tokyo.
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Market Volatility and the Mechanics of the Latest AI Doomsday Narrative
Analysis of the market reaction to the Citrini Research AI collapse scenario, contrasting current sentiment with historical economic false alarms.
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McDonald’s Q4 Earnings and Franchisee Tension
McDonald's posted strong Q4 results thanks to value meals, but subsidies for these discounts are ending soon.
business