Outlook of the USA market: Focus on Chairman Powell's remarks! Palantir continues to rise above all target stock prices, despite analysts' skeptical views.
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Tonight's NY stock market trends are as follows.![]()
Market Overview
The USA market started with the Dow Jones Industrial Average, composed of high-quality stocks, up $74.19 at 44,032.38. The Nasdaq Composite Index, with a high percentage of tech stocks, started up 25.36 points at 19,256.09. The S&P500, consisting of 500 large-cap stocks in the USA, was up 4.30 points at 5,989.68.
The USA market started with the Dow Jones Industrial Average, composed of high-quality stocks, up $74.19 at 44,032.38. The Nasdaq Composite Index, with a high percentage of tech stocks, started up 25.36 points at 19,256.09. The S&P500, consisting of 500 large-cap stocks in the USA, was up 4.30 points at 5,989.68.
Top News
Attention to important remarks by Chairman Powell! Focus on current views on inflation.
● Federal Reserve Chairman Powell is scheduled to participate in a discussion at 5:00 am on Friday, Japan time, making his first official remarks since the November FOMC meeting. He may express his views on recent economic indicators.
● Following that, a Q&A session will be held, with attention on how the chairman will explain the 0.2% consecutive increase in the consumer price index in October and the rise in the year-on-year inflation rate from 2.4% in September to 2.6%.
● Furthermore, tonight the October PPI for the U.S. will be announced. The Producer Price Index (PPI) directly affects the Personal Consumption Expenditures (PCE), which is an inflation indicator that the FRB emphasizes.
Attention to important remarks by Chairman Powell! Focus on current views on inflation.
● Federal Reserve Chairman Powell is scheduled to participate in a discussion at 5:00 am on Friday, Japan time, making his first official remarks since the November FOMC meeting. He may express his views on recent economic indicators.
● Following that, a Q&A session will be held, with attention on how the chairman will explain the 0.2% consecutive increase in the consumer price index in October and the rise in the year-on-year inflation rate from 2.4% in September to 2.6%.
● Furthermore, tonight the October PPI for the U.S. will be announced. The Producer Price Index (PPI) directly affects the Personal Consumption Expenditures (PCE), which is an inflation indicator that the FRB emphasizes.
[Indicators Flash Report] The US Producer Price Index (PPI) for October increased by 0.2% compared to the previous month, matching financial estimates.
Producer Price Index (PPI) for October、Month-on-month comparisonisan increase of 0.2%、Market expectations increase by 0.2%.. Portfolio management service fees are a contributing factor in the increase.InflationHighlighted the uneven progress towards suppression. Excluding food and energy,Core Producer Price Index (Core PPI) in October、Month-on-month comparisonisincreased by 0.3%、Market expectation is an increase of 0.3%The easing of the overall PPI rise was due to the decline in wholesale food prices and energy prices.
Producer Price Index (PPI) for October、Month-on-month comparisonisan increase of 0.2%、Market expectations increase by 0.2%.. Portfolio management service fees are a contributing factor in the increase.InflationHighlighted the uneven progress towards suppression. Excluding food and energy,Core Producer Price Index (Core PPI) in October、Month-on-month comparisonisincreased by 0.3%、Market expectation is an increase of 0.3%The easing of the overall PPI rise was due to the decline in wholesale food prices and energy prices.
After President Trump took office
● The Institute of International Finance (IIF) warns that if the costs of Trump's tax reduction policy exceed expectations, U.S. government debt could exceed 150% of GDP. In addition, by imposing tariffs on foreign products and making imported goods more expensive, there is a possibility of inflation rising.
● The outlook for the dollar after the U.S. presidential election is optimistic, with fund managers around the world bullish on the dollar's performance in 2025 according to BofA.
● Furthermore, after the U.S. presidential election, there is a possibility that the Russell 2000 index could outperform the overall market according to BofA.
● The Institute of International Finance (IIF) warns that if the costs of Trump's tax reduction policy exceed expectations, U.S. government debt could exceed 150% of GDP. In addition, by imposing tariffs on foreign products and making imported goods more expensive, there is a possibility of inflation rising.
● The outlook for the dollar after the U.S. presidential election is optimistic, with fund managers around the world bullish on the dollar's performance in 2025 according to BofA.
● Furthermore, after the U.S. presidential election, there is a possibility that the Russell 2000 index could outperform the overall market according to BofA.
Regarding the interest rate cut by the U.S. Federal Reserve
●President Mursalem of the St. Louis Federal Reserve：Should not raise the 2% inflation target. Do not believe that the dollar's position is threatened by cryptocurrency.
●President Logan of the Dallas Federal Reserve: Further rate cuts may be necessary, but caution is needed. It is difficult to determine the frequency and speed of rate cuts.
●President Kashkari of the Minneapolis Federal Reserve: The overall Consumer Price Index (CPI) data supports the current trend. At this point, no clear risk of inflationary rise is observed. However, a bigger risk is the possibility of economic stagnation.
●Director Kugler of the FRB: If the progress of disinflation stalls, there may be a call to temporarily pause rate cuts. If the labor market weakens, a moderate rate cut would be appropriate.
●JP Morgan: The Federal Reserve will only take tightening measures if the inflation rate returns to 4% or higher.
●President Mursalem of the St. Louis Federal Reserve：Should not raise the 2% inflation target. Do not believe that the dollar's position is threatened by cryptocurrency.
●President Logan of the Dallas Federal Reserve: Further rate cuts may be necessary, but caution is needed. It is difficult to determine the frequency and speed of rate cuts.
●President Kashkari of the Minneapolis Federal Reserve: The overall Consumer Price Index (CPI) data supports the current trend. At this point, no clear risk of inflationary rise is observed. However, a bigger risk is the possibility of economic stagnation.
●Director Kugler of the FRB: If the progress of disinflation stalls, there may be a call to temporarily pause rate cuts. If the labor market weakens, a moderate rate cut would be appropriate.
●JP Morgan: The Federal Reserve will only take tightening measures if the inflation rate returns to 4% or higher.
Palantir stock surpasses all Wall Street price targets! Rising despite analysts' skeptical views.
●A manufacturer of artificial intelligence software. $Palantir (PLTR.US)$Despite Wall Street's doubts about its high valuation and the sustainability of earnings growth, the stock price continues to rise.
●The company's stock price has risen by over 250% since the beginning of the year, with much of it attributed to the post-earnings call exceeding last week's expectations. With the momentum further boosted by Trump's victory, bulls point out the management's connection to the incoming president and the potential for AI promotion by the administration.
●Due to this sudden surge, Palantir's already inflated valuation has further increased.
●The stock is trading at about 135 times the expected earnings, making it significantly overvalued compared to the average multiple of around 27 times in the Nasdaq 100 index. Furthermore, in terms of enterprise value-to-revenue ratio, it is one of the most expensive stocks in the S&P500 index.
●In the past week, two analysts have downgraded the company's stock.
●A manufacturer of artificial intelligence software. $Palantir (PLTR.US)$Despite Wall Street's doubts about its high valuation and the sustainability of earnings growth, the stock price continues to rise.
●The company's stock price has risen by over 250% since the beginning of the year, with much of it attributed to the post-earnings call exceeding last week's expectations. With the momentum further boosted by Trump's victory, bulls point out the management's connection to the incoming president and the potential for AI promotion by the administration.
●Due to this sudden surge, Palantir's already inflated valuation has further increased.
●The stock is trading at about 135 times the expected earnings, making it significantly overvalued compared to the average multiple of around 27 times in the Nasdaq 100 index. Furthermore, in terms of enterprise value-to-revenue ratio, it is one of the most expensive stocks in the S&P500 index.
●In the past week, two analysts have downgraded the company's stock.
nvidia to introduce new technology for humanoid robots in the first half of 25.
Top U.S. semiconductor company. $NVIDIA (NVDA.US)$Aiming to establish its position in the rapidly growing robotics field, the company will introduce new technology for humanoid robots to the market in the first half of 2025 (January-June). This was revealed by senior executives of the company.
Top U.S. semiconductor company. $NVIDIA (NVDA.US)$Aiming to establish its position in the rapidly growing robotics field, the company will introduce new technology for humanoid robots to the market in the first half of 2025 (January-June). This was revealed by senior executives of the company.
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's major sales destination $Super Micro Computer (SMCI.US)$There is a risk of delisting on . The company stated at the November 5th earnings call that no evidence of misconduct was found. However, regarding the outstanding annual report (Form 10-K), they explained, "We cannot predict when it will be submitted." If the suspicions of misconduct are not resolved and the Form 10-K is not submitted by the deadline, there is a possibility of delisting.
Nvidia's major sales destination $Super Micro Computer (SMCI.US)$There is a risk of delisting on . The company stated at the November 5th earnings call that no evidence of misconduct was found. However, regarding the outstanding annual report (Form 10-K), they explained, "We cannot predict when it will be submitted." If the suspicions of misconduct are not resolved and the Form 10-K is not submitted by the deadline, there is a possibility of delisting.
Disney's stock rose 9% after earnings announcement hours
$Disney (DIS.US)$Disney stock soared over 9% after the earnings announcement. The movie studio performed well with two big hits, and subscription numbers for Disney+, Hulu exceeded expectations. The streaming business achieved profitability for the second consecutive quarter.
$Disney (DIS.US)$Disney stock soared over 9% after the earnings announcement. The movie studio performed well with two big hits, and subscription numbers for Disney+, Hulu exceeded expectations. The streaming business achieved profitability for the second consecutive quarter.
Rises 4% in pre-market trading, maintaining revenue and gross profit margin forecasts for 30 years Confident in AI-related demand
Dutch semiconductor manufacturing equipment giant ASML in pre-market trading $ASML Holding (ASML.US)$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.
Dutch semiconductor manufacturing equipment giant ASML in pre-market trading $ASML Holding (ASML.US)$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.
Gold temporarily fell 1% during the day, breaking below $2550 per ounce for the first time since September 18th.
● Commodities such as gold, silver, and copper all declined, with physical gold falling by over 1% intraday, breaking below $2550 per ounce for the first time since September 18th. NY silver fell to the $30.05 range, down 2.02% from the previous day.
● Recently, the inverse correlation between US bond yields and gold prices has returned. Analysts point out that in the short term, the main factor affecting the movement of gold is risk aversion, and it is expected that the demand for gold will sharply decrease as the conflict between Russia and Ukraine is expected to ease.
● Furthermore, as the US economy is expected to strengthen, risk appetite is increasing, leading to a decrease in demand for safe assets. However, in the medium to long term, the potential key factors supporting the price of gold are the inauguration of President Trump, inflation factors, and the weakening creditworthiness of the dollar.
● Commodities such as gold, silver, and copper all declined, with physical gold falling by over 1% intraday, breaking below $2550 per ounce for the first time since September 18th. NY silver fell to the $30.05 range, down 2.02% from the previous day.
● Recently, the inverse correlation between US bond yields and gold prices has returned. Analysts point out that in the short term, the main factor affecting the movement of gold is risk aversion, and it is expected that the demand for gold will sharply decrease as the conflict between Russia and Ukraine is expected to ease.
● Furthermore, as the US economy is expected to strengthen, risk appetite is increasing, leading to a decrease in demand for safe assets. However, in the medium to long term, the potential key factors supporting the price of gold are the inauguration of President Trump, inflation factors, and the weakening creditworthiness of the dollar.
moomoo news of individual stocks Sherry
Source: moomoo, Dow Jones, Bloomberg
This article uses automatic translation in some parts.
Source: moomoo, Dow Jones, Bloomberg
This article uses automatic translation in some parts.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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