* UBER CEO TO VISIT TAIWAN, HONG KONG FOR FIRST TIME - DJ
* UBER CEO TO MEET GOVT OFFICIALS, BUSINESS LEADERS IN ASIA - DJ
* UBER CEO TO VISIT JAPAN, SOUTH KOREA, TAIWAN, HONG KONG - DJ
$UBER
* UBER CEO TO VISIT TAIWAN, HONG KONG FOR FIRST TIME - DJ
* UBER CEO TO MEET GOVT OFFICIALS, BUSINESS LEADERS IN ASIA - DJ
* UBER CEO TO VISIT JAPAN, SOUTH KOREA, TAIWAN, HONG KONG - DJ
$UBER
* $500B IN BOOKINGS FOR BLACKWELL AND RUBIN AI CHIPS THROUGH 2026 DOES NOT INCLUDE ANY OF THE WORK THAT WE'RE DOING RIGHT NOW, ON THE NEXT PART OF THE AGREEMENT WITH OPENAI
* MOST NEW NVIDIA AI CHIPS BEING SHIPPED ARE ADDING NEW DATA CENTER INFRASTRUCTURE AND NOT REPLACING INSTALLED BASE
* $500B IN BOOKINGS FOR BLACKWELL AND RUBIN AI CHIPS THROUGH 2026 DOES NOT INCLUDE ANY OF THE WORK THAT WE'RE DOING RIGHT NOW, ON THE NEXT PART OF THE AGREEMENT WITH OPENAI
* MOST NEW NVIDIA AI CHIPS BEING SHIPPED ARE ADDING NEW DATA CENTER INFRASTRUCTURE AND NOT REPLACING INSTALLED BASE
* MOST NEW NVIDIA AI CHIPS BEING SHIPPED ARE ADDING NEW DATA CENTER INFRASTRUCTURE AND NOT REPLACING INSTALLED BASE
Nov 2017: 58.4
Nov 2018: 57.5
Nov 2019: 46.5
Nov 2020: 48.6
Nov 2025: 44.0
Nov 2017: 58.4
Nov 2018: 57.5
Nov 2019: 46.5
Nov 2020: 48.6
Nov 2025: 44.0
(CNBC Pro column free to read with email registration.)
It’s the season when business news slows, the Fed’s plan is priced in, and so the bulls’ story leans on “performance chase” logic. Works most years, didn’t in ‘24.
Did that 5% shakeout really recharge the market? New column.
(CNBC Pro column free to read with email registration.)
* Chipotle: -44%
* Cava: -56%
* Sweetgreen: -80%
“Consumers may be struggling, but they still want fresh and fast offerings from restaurants like Cava and Chipotle.”
@wsj.com $CMG $CAVA $SG
www.wsj.com/business/hos...
* Chipotle: -44%
* Cava: -56%
* Sweetgreen: -80%
“Consumers may be struggling, but they still want fresh and fast offerings from restaurants like Cava and Chipotle.”
@wsj.com $CMG $CAVA $SG
www.wsj.com/business/hos...