| | | | Buyback Blackout Chaos?
As we roll forward this week with a ton of big tech earnings, how fast can we expect the buyback blackouts to end so we can get back to normal market business? Was the Monday route partly because we have the blackout period?
Come join me as we dive in and see what’s moving!
Plus, as always, we have stocks popping and dropping so come find out what is moving this morning as I look for stocks and do some live premarket analysis on SPX, SPY, NDX, QQQ, Russell, IWM and other stocks that are potential plays for the day.
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How China’s Open-Source AI Is Shaking Up the Global Tech Landscape
The media loves a good narrative, and lately, they’ve been running wild with the idea that AI is the big story. But here’s the thing — the real story isn’t what they’re covering.
While everyone’s fixated on flashy announcements, China has quietly delivered a game-changing development — allegedly — that could rattle the entire tech world.
In response to U.S. sanctions and restrictions on AI technology and GPUs that can be sold, China didn’t just sit back and complain. They innovated.
Reports indicate they used old GPUs — NVIDIA’s H100s, which have been considered outdated for years — to develop an AI model that’s 50 times more efficient than many current systems.
And here’s the kicker: They released it as open source. That means companies like Meta (META) can pick it up, modify it, and make it even better.
This isn’t just a flex…
It’s a direct response to U.S. attempts to limit China’s access to cutting-edge tech. Necessity, as they say, is the mother of invention — and China has proven that restrictions only accelerate their determination to innovate.
You put limits on people, and they find new ways to thrive. That’s exactly what we’re seeing here, if in fact the reports are accurate.
To put it into perspective, this new AI model can run on consumer-grade GPUs like the Nvidia 4070 — the kind you’d find in a high-end gaming PC or even the computer I’m using for this broadcast.
That’s not just efficiency; it’s accessibility. By leveraging older tech to create something new, China is bypassing barriers and reshaping the AI landscape in the process.
Now, let’s not sugarcoat it.
This isn’t just about innovation — it’s about global competition. The U.S. has long been the leader in AI development, but moves like this could tilt the scales. If this open-source model gains traction, it could force U.S. companies to rethink their strategies, especially as China’s tech ecosystem becomes more self-sufficient.
But here’s the real takeaway…
The big story isn’t what the media feeds you. While headlines scream about AI breakthroughs, the quiet moves — the innovations born out of necessity — are the ones that can change the game.
And this is a game-changer.
China’s latest AI model is a reminder that the tech world doesn’t operate in a vacuum. Restrictions, challenges, and competition all drive the kind of innovation that disrupts markets. So while everyone else is busy reacting to the headlines, make sure you’re paying attention to the moves being made behind the scenes.
Stay sharp out there — the AI race just got a lot more interesting.
Today’s Daily Chart Setup: Sabesp (SBS)
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