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[Morning Report] Expectations will rise before NVIDIA's financial results on the 28th depending on the data the timing and pace of interest rate cuts “have come”

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moomooニュース米国株 wrote a column · 9 hours ago
[Morning Report] Expectations will rise before NVIDIA's financial results on the 28th depending on the data the timing and pace of interest rate cuts “have come...
Good morning to all Moomoo users!Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 0.03 million7900 yen - 0.03 million8500 yen (23rd closing price 0.03 million8364 yen 27 sen)
● Chairman Powell: “The time has come” to cut interest rates, to higher stocks
● Chairman Powell's main remarks, timing and pace depend on data and forecasts
● Depending on NVIDIA, there is also a possibility that the three major indices will update their all-time highs
● [Earnings Preview] Is NVIDIA, the AI emperor, an opportunity to make a big purchase before the 29th financial results?!
● A treasure trove of high-performing stocks! Selection of 6 “DX-related” stocks that shine brightly in the market after the turbulence
-MOOMOO NEWS Amelia
Market Overview
In the US stock market on the 23rd, the NY Dow Jones Industrial Average rebounded to 0.04 million1,175 dollars 08 cents, 462 dollars 30 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 258.440 points to 0.01 million7877.794. It is expected that the Tokyo stock market on the 26th will be slightly driven by profit-determining sales amid strong and weak views.
Top news
Chairman Powell: “The time has come” to cut interest rates, to higher stocks
Federal Reserve Chairman Powell said “the time has come to adjust policies” at the Jackson Hole meeting (economic policy symposium) on the 23rd, and clearly gave a signal that the Fed would soon cut interest rates.
In response to the fact that interest rate hikes became more certain, both major US stock price indices rose by over 1% on the 23rd. The SOX index rose 2.8%. Of the leading constituent stocks $NVIDIA (NVDA.US)$ It rose just under 5%, leading tech stocks. Expectations for NVIDIA are growing ahead of the announcement of financial results on the 28th.
In terms of other individual stocks, it is a major building materials company $Builders FirstSource (BLDR.US)$ increased by 9%. The number of new home sales in July increased more than expected. Interest rate cuts are also boosting construction stocks.
Related articles:Better performance than high tech?! Pay attention to the 3 sectors that led the backlash!
Federal Reserve Chairman Powell's Key Remarks
“The time has come to adjust policies,” “the methodology is clear,” “inflation has slowed significantly,” “the labor market is no longer overheated,” “we have deepened our conviction that inflation is following a sustainable path to 2%,” and “the timing and pace of interest rate cuts will depend on data and fluctuating risk balance.”
US stock market outlook: There is also a possibility that the three major indices will hit record highs depending on NVIDIA
As US stocks successfully passed Chairman Powell's speech at Jackson Hole this week, the sense of security increased, and it seems that the three major indices will test breaking their all-time highs. Compared to the NY Dow and S&P 500, which are close to all-time highs, the NASDAQ is about 5% below the all-time high, but depending on price movements after NVIDIA's 24-5/7 financial results were announced on the 28th, I think it's within sufficient firing range.

[Financial Results Preview] An opportunity for NVIDIA, the AI emperor, to make a big purchase before financial results on the 29th?!
AI emperor NVIDIA is scheduled to announce financial results for FY2025 Q2 next Thursday after the end of trading hours (8/29 6:00 a.m. Japan time). Expectations are growing for the company, which has leadership in several major growth markets, ahead of NVIDIA's financial results.
Related articles:Just before NVIDIA's financial results! Check out the 2 “Hidden AI” brands! Conqueror in the data center niche

A treasure trove of high-performing stocks! Selection of 6 “DX-related” stocks that shine brightly in the market after the turbulent turbulence <Stock Search Top Feature>
The financial results announcement season for the fiscal year ending April to 6 has come to an end, and the recent stock market is in a dry summer mood. There are many movements unique to the location of clue material difficulties, such as low-ranking stocks suddenly becoming popular. In such a market environment, it is good to follow daily shopping trends, but at the same time, I would like to slowly proceed with the search for high-performing stocks centered on companies that have finished announcing financial results. Among them, what I want to focus on are digital transformation (DX) related stocks. $Fujitsu (6702.JP)$ and $NEC (6701.JP)$ Strong performance stands out, with the main forces leading the way.
Top ADR rise/decline rate stocks (23rd)
What is the top rate of increase $Sumitomo Realty & Development (8830.JP)$ 17 dollars 4906 yen (115 yen) +2.4%, $Rakuten Group (4755.JP)$ 6.7 dollars 967 yen (20.6 yen) +2.18%, etc. What is the highest rate of decline $Japan Post Bank (7182.JP)$ 8.4 dollars 1212 yen (-190 yen) -13.55%, $Dai-ichi Life Holdings (8750.JP)$ 25 dollars 3607 yen (-507 yen) -12.32%, etc.
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Key Market Events
[Morning Report] Expectations will rise before NVIDIA's financial results on the 28th depending on the data the timing and pace of interest rate cuts “have come...
Distributor: Dow Jones, MINKABU, Bloomberg, Welshadvisor, Fisco
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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