[뉴스노트] 8월 넷째 주 (8/21-8/25)

이번주는 NVIDIA earnings 발표도 있었고 전반적으로 AI 관련 뉴스를 많이 본 것 같다. 또 중국의 부동산과 경기 침체 문제도 많이 다루어졌다. 올해 상반기 주식시장이 너무 많이 올랐는데, 앞으로 떨어질 것을 대비해서 저축을 해 두고 나중에 줍줍 해야겠다. 

8/21 Mon

• Finimize: NVIDIA earnings this wednesday- They need to meet 11Billion Revenue for 2nd quarter; 50% more than wallstreet analysts
  • Biggest risk is stock valuation

8/22 Tues

• NYTimes: China has real estate problem; many hollow apartments; rent cheaper than mortgages; marriages and births plummeting 
• Billboard: UMG x Youtube partnering to explore AI and set principles 
  
  • Youtube launched Music AI incubator
  • Exchange of collaborative and competitive 

8/23 Wed

• NY Times
  
  • Retail and low wage industry pays more than minimum wage ($7.25)

8/24 Thurs

• NYTimes: schools should adapt generative AI; it should be assumed all students will use chat gpt
• Finimize: stock market slowing down; interest rate still high; Private Equity is like house flippers; 
• Billboard: Beyonce’s July shows amasses $127mn; her Renaissance shows have made almost double the Formation Tour

8/25 Fri

• NYTimes: Summer Stocks Doldrums may be a good thing
  
  • stock market is essentially volatile
  • This past seven months, 7 big tech stocks (Nvidia, Microsoft, Amazon, Meta, Tesla, Google) accounted for more than 2/3 of S&P 500’s gains
  • At the moment, US economy is difficult to decipher; high interest rate, wane in Chinese growth; but job market is resilient, consumer spending strong
• Finimize: Cash earning interests; Cash is risk free way
  
  • Holding cash rather stock might cause opportunity cost
  • When broaden time range, cash’s return is lower
  • Goldman sachs invests in area that will profit from AI; either reduction in wage bills or increase in efficiency and revenue