Three weeks after the election, investors are zeroing in on the Trump administration’s policy trajectory. The Trump 2.0 cabinet is nearly set, with nominees for key economic roles like Treasury and Commerce Secretary mostly decided.
In this environment, U.S. equities have been volatile. The 'Trump trade' initially surged, pulled back on concerns about reflation, and then began to rebound. Since election day, the $S&P 500 Index (.SPX.US)$ has risen...

Earnings Preview
$NVIDIA (NVDA.US)$ is poised to release its Q3 2024 earnings on November 20, with expectations set high due to the company's significant growth driven by its AI chips, especially the new Blackwell GPUs. Analysts predict a substantial year-over-year revenue increase to $33.03 billion, up 82%, and earnings per share to rise by 88.11% to $0.70. The Data Center segment remains a key growth driver, ant...

News Highlights
1. Shares of $Trump Media & Technology (DJT.US)$, the operator of the Truth Social site, had a volatile day on Tuesday, halted several times and ending the day up 8.8%. It jumped 22% on Monday. The stock is up 220.5% this month, on pace for its best month since October 2021, when shares rose 580.9%, according to Dow Jones Market Data.
2. $Alphabet-A (GOOGL.US)$ reported ...

News Highlights
1. $Taiwan Semiconductor (TSM.US)$ on Thursday beat analysts' expectations in posting a sharp increase in its profits on surging artificial intelligence related demand.
2. $NVIDIA (NVDA.US)$ stock posted an intraday record Thursday after billionaire investor Stanley Druckenmiller said selling shares of the chip maker was a "big mistake" and Taiwan Semiconductor Manufacturing's earnings revealed ju...