US market outlook: is sales continuing due to high price alert? The Dow average started at a decline of 82 dollars

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Is a bubble forming in US stocks, or is the outlook split between JP Morgan and Goldman
For JP Morgan's chief market strategist, Marco Kolanovic, the dramatic rise in US stocks and the breakthrough of the 60,000 dollar crypto asset (virtual currency) Bitcoin are signals showing the answer “yes.” Mr. Kolanovic suggests that floss (bubbles, small bubbles) has accumulated in the market, and he sees it as a typical situation that precedes a bubble where asset prices rise at an unsustainable pace. Meanwhile, Goldman's David Costin is one of those who think the “risk-on” mood is justified, and argues that high valuations of large tech stocks are supported by fundamentals.

Super micro stocks rise about 1000% in 1 year - S&P 500 adoption is also a tailwind
paddy $NVIDIA(NVDA.US)$There is a possibility that another artificial intelligence (AI) related company that has recorded astonishing returns in the past year will soon be taken away from the top performance stock in the S&P 500 Index. Handles servers and software $Super Micro Computer(SMCI.US)$In response to the news that it will be adopted as an S&P 500 constituent stock within the month, the company's stock closed on the 4th at a 19% increase of 1074.34 dollars, which is high since listing. The rate of increase over the past year is close to 1000%, which is higher than 257% of NVIDIA shares.

AMD falls more than 2% overtime US government intervenes in exports to the Chinese market
$Advanced Micro Devices(AMD.US)$fell by more than 2% overtime. It has been reported that artificial intelligence (AI) semiconductor exports to the Chinese market are facing obstacles due to US government intervention.
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Tesla's German plant stops operations, power outages due to nearby fires - restart time undecided
Major US Electric Vehicle (EV) Company $Tesla(TSLA.US)$Production was stopped at a factory near Berlin, Germany, and employees were sent home. This is because power outages occurred throughout the region due to a high-pressure steel tower fire. According to what the local authorities revealed on the 5th, the police are investigating the fire that occurred in Goshen Neu Zittau, as there is a possibility of arson. A German Tesla spokesperson explained that it is not yet possible to say when production will resume.

iPhone sales in China fell 24% at the beginning of the year, and Huawei popularity soared
According to research firm Counterpoint, rice for the 1st to 6th week of this year $Apple(AAPL.US)$iPhone sales decreased by 24% compared to the previous year. The background is intensifying competition with domestic players such as Huawei Technology (Huawei). Huawei's sales volume increased 64 percent during the same period. Apple's share in the Chinese smartphone market fell to 15.7% and came in fourth place. In the same period last year, it was in second place with a 19% market share. Huawei expanded its market share from 9.4% the previous year to 16.5% and rose to second place.

Bitcoin is also funded by Ethereum for the first time over 10 million yen
Bitcoin, the representative crypto asset, surpassed 10 million yen for the first time. Even in dollars, it remains in the highest price range. Hedge purchases such as options are gaining momentum against the backdrop of the inflow of funds into exchange-traded funds (ETFs). The inflow of funds into virtual currencies other than Bitcoin has also spread, and there are currencies that are skyrocketing.
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Super Tuesday voting starts and predictions for Trump's landslide victory
The selection of candidates for the Republican Party to compete in the US presidential election was held on the 5th, the biggest “Super Tuesday,” the first round where the primaries from 15 states are concentrated. There is momentum for former President Trump to further solidify his dominance at Mount Tenno, where more than one-third of the delegates who need a majority to obtain nominations are decided.

The target rose 9% outside of settlement hours, and the slowdown in inventory improvements and traffic declines were successful
The dollar store's $Target(TGT.US)$It rose 9% overtime. Financial results for the fiscal year ending November-January (fourth quarter) were announced before the start of trading, and the decline in existing store sales was not as much as expected, and profit per share exceeded expectations. Sales have also exceeded expectations. Improvements in inventory management continued, and the decline in traffic also slowed down, which was successful in profit.

FRB's quantitative tightening, asset structure is also important - in addition to the tapering period
Financial officials are proceeding with preparations to begin detailed discussions on slowing down the pace of asset holdings compression known as quantitative tightening (QT) or finally discontinuing it. FRB Director Waller expressed the idea on the 1st that he would like to increase the ratio of short-term bonds to US bond holdings and ensure even greater flexibility when balance sheet utilization becomes necessary in the future.

Gold spot prices hit record highs - due to monetary easing forecasts and geopolitical tension
Gold spot prices hit a new high on the 5th. It is being bought against the backdrop of the US monetary easing outlook and heightened geopolitical risks.