Warren Buffett's latest "watchlist" may be pizza? Federal Reserve Chairman Powell doesn't need to rush to cut rates
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Here are the key points of the early morning report today.
●【Tokyo Stock Market Forecast Range】8,500 to 9,000 yen (Closing price on the 14th: 8,535.70 yen)
● Federal Reserve Chair Powell does not need to hurry to cut interest rates.
● Following Powell's remarks, the probability of a 0.25% interest rate cut in December has decreased to 60%.
● October PPI rose by 0.2% compared to the previous month, in line with expectations.
● President Trump's transition team reportedly plans to abolish the EV tax deduction.
● Warren Buffett makes new investments in Domino's Pizza and Pool Corporation.
● Nvidia's major sales partner Super Micro faces the risk of delisting! What is the impact on the AI industry with the selection of 'three lucky stocks'?
● [13F] Is Bridgewater, the world's largest hedge fund, selling Nvidia shares? Expanding its holdings of Apple shares in Q3.
● Meta fined by the EU for obstructing competition related to guide advertisements.
Disney's stock soared after earnings announcement, with strong performance in movies and streaming. Guidance also exceeded expectations.
Applied dropped in after-hours trading as 1Q revenue forecast fell short of expectations.
- moomoo News Julie
● Federal Reserve Chair Powell does not need to hurry to cut interest rates.
● Following Powell's remarks, the probability of a 0.25% interest rate cut in December has decreased to 60%.
● October PPI rose by 0.2% compared to the previous month, in line with expectations.
● President Trump's transition team reportedly plans to abolish the EV tax deduction.
● Warren Buffett makes new investments in Domino's Pizza and Pool Corporation.
● Nvidia's major sales partner Super Micro faces the risk of delisting! What is the impact on the AI industry with the selection of 'three lucky stocks'?
● [13F] Is Bridgewater, the world's largest hedge fund, selling Nvidia shares? Expanding its holdings of Apple shares in Q3.
● Meta fined by the EU for obstructing competition related to guide advertisements.
Disney's stock soared after earnings announcement, with strong performance in movies and streaming. Guidance also exceeded expectations.
Applied dropped in after-hours trading as 1Q revenue forecast fell short of expectations.
- moomoo News Julie
Market Overview
◇On the 14th, the US market saw major indices decline. Amid growing doubts about the Trump rally, Federal Reserve Chair Powell expressed the view that there is no need to rush to cut interest rates, leading to a widening of the decline towards the end. The SOX index remained flat. Some stocks like ASML moved against the trend, supporting the indices.
◇On the 15th, the Tokyo stock market saw buying predominance centered around leading stocks, and the Nikkei average stock price is likely to rebound after 4 days. A strong price movement is expected in the late 23,000 yen range.
◇On the 15th, the Tokyo stock market saw buying predominance centered around leading stocks, and the Nikkei average stock price is likely to rebound after 4 days. A strong price movement is expected in the late 23,000 yen range.
Top News
Chairman Powell, there is no need to rush for a rate cut.
-There is no urgency for the FRB to rush to cut interest rates. -The risks to employment and inflation targets are largely balanced. -Inflation is on a sustainable path towards the 2% target. -The labor market is cooling but remains robust. -Recent economic performance is surprisingly good. -In the midst of a strong economy, decisions can be made cautiously. -The FRB is confident in maintaining the strength of the economy and employment.
Chairman Powell, there is no need to rush for a rate cut.
-There is no urgency for the FRB to rush to cut interest rates. -The risks to employment and inflation targets are largely balanced. -Inflation is on a sustainable path towards the 2% target. -The labor market is cooling but remains robust. -Recent economic performance is surprisingly good. -In the midst of a strong economy, decisions can be made cautiously. -The FRB is confident in maintaining the strength of the economy and employment.
Following Mr. Powell's remarks, the probability of a 0.25% rate cut in December has decreased to 60%.
US PPI rose by 0.2% month-on-month in October, matching expectations.
The US Wholesale Price Index (PPI) for October rose by 0.2% from the previous month and by 2.4% from the same month last year. Both figures matched market expectations of 0.2%.
US initial jobless claims reached 0.217 million, marking the lowest level since May.
For the week ending on November 9th, the seasonally adjusted initial jobless claims decreased by 4000 from the previous week to 0.217 million. This figure is the lowest since May and fell below expectations.
The US Wholesale Price Index (PPI) for October rose by 0.2% from the previous month and by 2.4% from the same month last year. Both figures matched market expectations of 0.2%.
US initial jobless claims reached 0.217 million, marking the lowest level since May.
For the week ending on November 9th, the seasonally adjusted initial jobless claims decreased by 4000 from the previous week to 0.217 million. This figure is the lowest since May and fell below expectations.
President Trump's transition team is reportedly planning to eliminate the tax credit for electric vehicle (EV) purchases. Reuters reported, citing sources familiar with the matter, that the transition team of President-elect Trump intends to remove the $7,500 tax credit (approximately 1.16 million yen) for EV purchases. Tesla is also said to support the elimination.
President-elect Trump's transition team is reportedly planning to eliminate the tax credit of $7,500 (about 1.16 million yen) for electric vehicle (EV) purchases. Reuters reported, citing sources familiar with the matter. Tesla is also in support of this abolition. $Tesla (TSLA.US)$ and $Rivian Automotive (RIVN.US)$ Stock price of moomoo is declining.
President-elect Trump's transition team is reportedly planning to eliminate the tax credit of $7,500 (about 1.16 million yen) for electric vehicle (EV) purchases. Reuters reported, citing sources familiar with the matter. Tesla is also in support of this abolition. $Tesla (TSLA.US)$ and $Rivian Automotive (RIVN.US)$ Stock price of moomoo is declining.
Mr. Buffett makes new investments in Domino Pizza and Pool Corp.
● Warren Buffett's Berkshire Hathaway made new investments in Domino's Pizza and Pool Corp in the third quarter, causing both stocks to rise. $Domino's Pizza (DPZ.US)$ moomoo increased by 7.3% in Thursday's after-hours trading, $Pool Corp (POOL.US)$ Pool Corp increased by 5.7%.
● According to Berkshire's 13-F filing for the third quarter, the company held 1.28 million shares of Domino's stock. The submission also states that Mr. Buffett purchased 404,057 shares of Pool Corp's stock. (MarketWatch)
● Warren Buffett's Berkshire Hathaway made new investments in Domino's Pizza and Pool Corp in the third quarter, causing both stocks to rise. $Domino's Pizza (DPZ.US)$ moomoo increased by 7.3% in Thursday's after-hours trading, $Pool Corp (POOL.US)$ Pool Corp increased by 5.7%.
● According to Berkshire's 13-F filing for the third quarter, the company held 1.28 million shares of Domino's stock. The submission also states that Mr. Buffett purchased 404,057 shares of Pool Corp's stock. (MarketWatch)
Nvidia's main sales partner Super Micro faces the risk of delisting! What is the impact on the AI industry of the "unexpected three stocks" selected?
● $NVIDIA (NVDA.US)$ One of the major sales channels $Super Micro Computer (SMCI.US)$ The risk of delisting has emerged for Super Micro. How will this predicament affect NVIDIA and the AI supply chain?
● After confirming Super Micro's recent provisional financial results, the supply chain involving NVIDIA, and Super Micro's competitors, an exploration of their impact. We will also check the emergence of the "three lucky stocks" from there.
● $NVIDIA (NVDA.US)$ One of the major sales channels $Super Micro Computer (SMCI.US)$ The risk of delisting has emerged for Super Micro. How will this predicament affect NVIDIA and the AI supply chain?
● After confirming Super Micro's recent provisional financial results, the supply chain involving NVIDIA, and Super Micro's competitors, an exploration of their impact. We will also check the emergence of the "three lucky stocks" from there.
[13F] Selling nvidia shares? Bridgewater, the world's largest hedge fund, expanded its apple shareholding in Q3.
● According to the disclosure by the U.S. Securities and Exchange Commission (SEC), Bridgewater Associates submitted the third-quarter holdings report (13F) as of September 30, 2024.
● Looking at the changes in ownership ratios, the top 5 stocks with increased buying are, $iShares S&P 500 ETF (IVV.AU)$ 、 $Constellation Energy (CEG.US)$ 、 $Lam Research (LRCX.US)$ 、 $Apple (AAPL.US)$ 、 $Broadcom (AVGO.US)$That being said, the top 5 stocks for sale are, $Procter & Gamble (PG.US)$ 、 $Amazon (AMZN.US)$ 、 $Costco (COST.US)$ 、 $Johnson & Johnson (JNJ.US)$ 、 $McDonald's (MCD.US)$It has become so.
● According to the disclosure by the U.S. Securities and Exchange Commission (SEC), Bridgewater Associates submitted the third-quarter holdings report (13F) as of September 30, 2024.
● Looking at the changes in ownership ratios, the top 5 stocks with increased buying are, $iShares S&P 500 ETF (IVV.AU)$ 、 $Constellation Energy (CEG.US)$ 、 $Lam Research (LRCX.US)$ 、 $Apple (AAPL.US)$ 、 $Broadcom (AVGO.US)$That being said, the top 5 stocks for sale are, $Procter & Gamble (PG.US)$ 、 $Amazon (AMZN.US)$ 、 $Costco (COST.US)$ 、 $Johnson & Johnson (JNJ.US)$ 、 $McDonald's (MCD.US)$It has become so.
Meta fined by EU for hindering competition in advertisement guidance.
On the 14th, the European Commission of the European Union competition law authorities took action against $Meta Platforms (META.US)$ に制裁金0.7 billion97.72 millionユーロ（約130 billion円）を科した。「マーケットプレース」のクラシファイド広告（案内広告）プラットフォームを自前のソーシャルネットワークと結びつけ、競争を阻害したことが違法行為に当たるとしている。メタ株は小動き。
On the 14th, the European Commission of the European Union competition law authorities took action against $Meta Platforms (META.US)$ に制裁金0.7 billion97.72 millionユーロ（約130 billion円）を科した。「マーケットプレース」のクラシファイド広告（案内広告）プラットフォームを自前のソーシャルネットワークと結びつけ、競争を阻害したことが違法行為に当たるとしている。メタ株は小動き。
ディズニーが決算受け大幅高、映画・ストリーミングが好調 ガイダンスも予想上振れ
$Disney (DIS.US)$ が6%上昇。取引開始前に7-9月期決算を発表し、1株利益、売上高とも予想を上回った。動画配信でもディズニー+、Huluとも加入者数が予想を上回っている。第4四半期の収益性改善はアイガーCEOが実施した事業転換を裏付けるものとなった。
$Disney (DIS.US)$ が6%上昇。取引開始前に7-9月期決算を発表し、1株利益、売上高とも予想を上回った。動画配信でもディズニー+、Huluとも加入者数が予想を上回っている。第4四半期の収益性改善はアイガーCEOが実施した事業転換を裏付けるものとなった。
アプライドが時間外で下落 1Q売上高見通しが予想下回る
半導体製造装置の $Applied Materials (AMAT.US)$ が時間外で下落。引け後に8-10月期決算(第4四半期)を発表し、1株利益、売上高とも予想を上回った。ただ、株価は時間外で冴えない反応。第1四半期の売上高見通しが予想を下回ったことが嫌気されている模様。
半導体製造装置の $Applied Materials (AMAT.US)$ が時間外で下落。引け後に8-10月期決算(第4四半期)を発表し、1株利益、売上高とも予想を上回った。ただ、株価は時間外で冴えない反応。第1四半期の売上高見通しが予想を下回ったことが嫌気されている模様。
オランダの半導体製造装置大手 $ASML Holding (ASML.US)$On the 14th, it was announced that they will maintain the sales revenue and profit margin targets for the fiscal year ending in December 2030. Semiconductor chip makers expect a strong demand for equipment necessary to create more powerful semiconductors, driven by robust artificial intelligence (AI) related demand.
ADR Japanese stock rankings~ General buying dominance like Japan Post etc.
Stocks that were bought the previous day! - Which stocks are expected today? -
◇ $Vision (9416.JP)$ (+28.2%) Reached the daily limit up
◇ $Mercari (4385.JP)$ (+6.2％)
◇ $Vision (9416.JP)$ (+28.2%) Reached the daily limit up
◇ $Mercari (4385.JP)$ (+6.2％)
Stocks sold the day before! How will it affect today?
◇ $Kansai Electric Power (9503.JP)$ (-18.5％)
◇ $Rohto Pharmaceutical (4527.JP)$ (-18.2％)
◇ $Horiba (6856.JP)$ (-14.8％)
◇ $Kansai Electric Power (9503.JP)$ (-18.5％)
◇ $Rohto Pharmaceutical (4527.JP)$ (-18.2％)
◇ $Horiba (6856.JP)$ (-14.8％)
Foreign exchange
Key Market Events
Source: Dow Jones, MINKABU, Bloomberg, Wealth Advisor, Fisco
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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