See The Gossip That Makes The Market Move
A fresh idea for a newsletter that connects you to real rumors on the street.
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From the feed
@WallStreetLaundry
2h
Heard from multiple sources: $NVDA quietly exploring a major PC maker acquisition to own the full AI hardware stack (think vertical integration like Apple's M-series but on steroids).
Denial came fast, but the market didn't fully buy it. Laptop endpoint domination play? 👀
#NVDA #AIHardware
Denial came fast, but the market didn't fully buy it. Laptop endpoint domination play? 👀
#NVDA #AIHardware
@WallStreetLaundry
5h
Word on the Street: $AMZN is closing in on a deal for $GSAT (Globalstar) to accelerate its satellite internet ambitions and go head-to-head with Starlink.
Apple's existing stake could complicate things, but this would give Amazon real satellite muscle fast. Rural broadband wars heating up. 📡
Apple's existing stake could complicate things, but this would give Amazon real satellite muscle fast. Rural broadband wars heating up. 📡
@WallStreetLaundry
11h
Insiders whispering that software incumbents ($ORCL, $CRM, $NOW) are getting a fresh look after the recent AI-related selloff. Goldman's take: the panic was overstated—AI is more upgrade cycle than full disruption for enterprise.
Big money rotating back in?
Big money rotating back in?
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