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Scooped by
Enzo Calamo
July 12, 9:52 PM
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Jul 12, 2026 21:58 GMT Investing.com -- BofA Securities said the recent selloff in Japan's AI-related stocks reflects a healthy rotation in equity markets rather than the start of a broader downturn, while advising investors to diversify portfolios amid rising macroeconomic risks and elevated valuations. The brokerage said concerns over the sustainability of AI-driven data center spending, higher memory and AI token costs, and a shift toward cheaper Chinese open-source AI models weighed on
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Scooped by
Enzo Calamo
July 12, 9:32 PM
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NVIDIA (NASDAQ:NVDA) CEO Jensen Huang has a way of turning things to gold. He has spent much of 2026 explaining that the AI buildout needs hands, not just chips.
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Scooped by
Enzo Calamo
July 12, 9:27 PM
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It's not too late to get rich through strategic investments in the chipmaking giant.
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Enzo Calamo
July 12, 7:30 PM
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Enzo Calamo
July 12, 4:40 PM
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Enzo Calamo
July 12, 4:24 PM
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Enzo Calamo
July 12, 4:19 PM
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Enzo Calamo
July 12, 4:18 PM
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Scooped by
Enzo Calamo
July 11, 8:29 PM
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Enzo Calamo
July 11, 7:38 PM
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The opening had been postponed indefinitely at the behest of the Trump administration
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Enzo Calamo
July 11, 7:06 PM
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Enzo Calamo
July 11, 7:03 PM
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Enzo Calamo
July 11, 7:02 PM
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Enzo Calamo
July 11, 7:01 PM
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Scooped by
Enzo Calamo
July 11, 6:42 PM
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Scooped by
Enzo Calamo
July 11, 6:40 PM
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Scooped by
Enzo Calamo
July 11, 6:40 PM
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Scooped by
Enzo Calamo
July 11, 6:29 PM
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The July 10, 2026 edition of MoneyWeek highlights a defining moment for global wealth: the world is moving from an era of industrial expansion into an era shaped by artificial intelligence, geopolitical competition, currency shifts, and the restructuring of global capital. For ultra-high-net-worth f
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Enzo Calamo
July 11, 6:17 PM
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A Strategic Wealth Stewardship Perspective on AI, Global Markets, Infrastructure, and the Next Era of Capital Allocation For family offices and ultra-high-net-worth (UHNW) families, the most important investment question is no longer simply “Where can we make money?” The deeper question is: “Which a
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Scooped by
Enzo Calamo
July 11, 3:59 PM
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Scooped by
Enzo Calamo
July 11, 3:59 PM
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Scooped by
Enzo Calamo
July 11, 3:58 PM
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Scooped by
Enzo Calamo
July 11, 11:17 AM
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Europe is increasingly adopting sustainable cooling technologies, smarter urban planning, and energy-efficient infrastructure to cope with intensifying heatwaves while limiting fossil fuel dependence.
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Scooped by
Enzo Calamo
July 11, 4:28 AM
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Scooped by
Enzo Calamo
July 11, 4:28 AM
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
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