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Happy Friday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the top stocks on moomoo platform based on search and message volumes this week! Answer the Weekly Topic question for a chance to win an award next week!

Kevin Travers- moomoo news

Weekly Buzz

More than half of the market has reported earnings so far, a busy and severe season that saw dramatic price drops in reaction to anything but perfection.

The market shifted red mid day, but moved flatter before the close. The $S&P 500 Index (.SPX.US)$ climbed 1.859% for the week and 0.16% Friday, the $Dow Jones Industrial Average (.DJI.US)$ climbed 2.16% for the week and 0.32% Friday , and the $Nasdaq Composite Index (.IXIC.US)$ climbed 1.14% for the week and traded -0.03% Friday.

In Macro This week:
Friday, May Preliminary University of Michigan Consumer Sentiment came in at 67.4 vs. expected 76.2, and prior 77.2. The sentiment segment of Michigan data reflects current feelings, while expectations of the future also came in lower than forecast a 66.5 compared to 75, and previous 76. The data released showed consumers expect one year inflation to rise at 3.5%, and five year inflation to rise at 3.1%.

Federal Reserve Governor Michelle Bowman also spoke Friday in prepared remarks to the Texas Bankers Association. She said caution was going to be vital.

"When effectively implemented, monetary policy promotes price stability and maximum employment," Bowman said. "In the long run, achieving both of these objectives promotes the stability of the broader financial system."

Weekly Jobless Claims came in high at 231k Thursday morning, data from the U.S. Department of Labor showed. The sudden uptick of unemployed is the highest since August. Investors expected 212k.

Federal Reserve Bank of Boston President Susan Collins spoke at an MIT event Wednesday, where she signaled interest rates will likely need to be held at a two-decade high for longer than previously thought, Bloomberg reported.

Tuesday, Fed's Kashkari said that one rate cut is still possible this year, which is a dramatic change from the CME FedWatch futures pricing just last month. He said that if inflation stays the same and labor stays strong, rates should stay the same, too.

At the end of the week, the $U.S. 2-Year Treasury Notes Yield (US2Y.BD)$ was 4.86, the $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ was 4.50.

Weekly Recap:
The market stayed in the positive Monday after closing out two full weeks in the green for the major indexes.

When it comes to sectors, as green days regularly go, the Semiconductor Sector was leading the market, up about 2.2%. The sector pulled back last week after $美国超微公司 (AMD.US)$ reported an earnings miss, but the sector rebounded led by Arm, Micron, and AMD. Both oil and gold futures climbed about 1% Monday, after a week or two of declines. Bitcoin had climbed about 3% earlier Monday, but pulled back.

The market generally closed positively on Tuesday, though the tech-heavy Nasdaq index fell from earnings reactions and a pullback in Semiconductors. The sector fell back after news that $苹果 (AAPL.US)$ is working on developing its own artificial intelligence chips for data center servers, the Wall Street Journal reported late Monday. The firm also announced the new fourth-generation iPad Tuesday, complete with "AI-enabled" M4 chips. Bitcoin was lower, crude oil futures climbed after falling for four sessions, for the fifth session, while gold and silver fell.

Wednesday the market was flat, but some earnings stood out. $Arm Holdings (ARM.US)$ fell after reporting revenue and EPS beats but low projected revenue in its full year guidance. $英特尔 (INTC.US)$ slid as the chip maker company offered lower guidance for Q2 after the U.S. revoked export licenses to China.

Thursday saw the market climb in reaction to high weekly unemployment numbers. Gold and silver futures climbed significantly, +1.6%, following the Thursday weekly jobless claims surprise. Any uptick in overall unemployment relatively weakens the dollar, and raises hopes the Federal Reserve will cut interest rates.

Anyway, let's dive into the weekly buzzing stock list of this week:

1. $Palantir (PLTR.US)$ - Buzzing Stars: ⭐⭐⭐⭐⭐

Palantir was the hot stock this week. The options market blew up over excitement for the firms Monady night earnigns- but shares fell 14% Tuesday after the firm gave guidance that disappointed investors toward a selloff. The firm reported higher sales than analysts expected, at $634.3 million, and a Non-GAAP EPS that met expectations at $0.08.

According to 14 analysts compiled by yahoo finance, the market expects earnings of $0.08 per share, on sales revenue of $625.43M. The firm boosted its full year revenue to $2.68B to $2.69B, around the $2.68B expected, and sees Q3 Revenue $649M-$653M vs. the $653.25M expected.

@102125877: U guys have fun good luck. I'm already empty this stupid stock and move on.

2. $特斯拉 (TSLA.US)$ Buzzing Stars: ⭐⭐⭐⭐

Tesla shares climbed after electric-vehicle giant's chief executive, Elon Musk, seemed to again dispute recent reports that the company's Supercharger EV charging business unit was being shuttered. In a post on Musk's social-media platform X, formerly known as Twitter, he said Tesla would create "thousands" of new EV chargers by spending "well over $500 million" to expand its Supercharger network.

Shares fell Wednesday after renewed reports that he Justice Department was examining whether the firm of Chief Elon Musk made false claims about Full Self Driving. While Tesla has warned drivers to stay ready to take over driving, the justice department is examining other statements by Tesla and Chief Executive Elon musk suggesting its cars can drive themselves.

@intuitive Jackal_354: Biden trying to help tesla

3. $英伟达 (NVDA.US)$ - Buzzing Stars: ⭐⭐⭐⭐

Nvidia was rising early on Friday, but as Barron's writer Adam Clark found, the artificial-intelligence chip maker still looks range-bound between $850 to $950 since late March. The next catalyst is likely to be Nvidia's own earnings report on May 22. That suggests there are "whisper numbers" -- unofficial estimates by analysts that are communicated to some clients -- forecasting growth higher than the published forecasts, wrote Steve Sosnick, chief strategist at Interactive Brokers, in a research note.

"It is too early to say whether there is indeed a 'whisper number' for Nvidia's next report. But it would be concerning if there was even the slightest whiff of concern about a slowdown in the growth rate of AI investment," Sosnick wrote in a research note.

@102067300 : where will it end up in....

4. $AMC院线 (AMC.US)$ - Buzzing Stars: ⭐⭐⭐⭐

Wednesday AMC reported a net loss of $163.5 million, or 62 cents a share. Thursday, the stock fell on the news. On an adjusted basis, AMC reported a loss of 78 cents a share. Analysts surveyed by FactSet expected a loss of 75 cents a share.

The company reported revenue of $951.4 million for the quarter through March, compared with $954.4 million in the same period last year and above analysts' expectations of $881 million, according to FactSet.

@FlaminHotDealz: can amc go to 300

5. $苹果 (AAPL.US)$ - Buzzing Stars: ⭐⭐⭐

Apple is working on developing its own artificial-intelligence chips for data-center servers, the Wall Street Journal reported late Monday. The Journal, citing sources familiar with the matter, said the project is called 'ACDC' - for Apple Chips in Data Center - and has been underway for several years with partner $台积电 (TSM.US)$.

@101721316 : hell yeah tables have turn for Apple

6. $比特币 (BTC.CC)$ - Buzzing Stars: ⭐⭐⭐

Bitcoin pulled back during the week. After the halving April 19th, investors expected a further price climb: the issuance of new tokens in half was cut in half, restricting supply.

Barron's Adam Clark wrote one possible reason, according to J.P. Morgan strategist Nikolaos Panigirtzoglou, is that the halving was already priced in. J.P. Morgan analysts already saw Bitcoin as well above their volatility-adjusted comparison to gold, which would imply prices a $45,000 price. A more bullish explanation could be that previous Bitcoin halvings have led to a more delayed cycle of price rises.

"The recent halving event has led to short-term downward price movements, a pattern observed in previous occurrences. Following this, there is typically a 9--12-month period of upward momentum, leading to the peak of the market cycle," wrote Matteo Greco, research analyst at Fineqia International, in a recent research note.

@小trader : Anyone knows the reason for this dip?

7. $蔚来 (NIO.US)$ - Buzzing Stars: ⭐⭐⭐

Chinese EV companies faced volatility after a Friday report form the Wall Street Journal that President Biden was considering raising tariffs on Chinese EV imports.

@Crabcrab: Based on past tariff war, China is likely to retaliate by adopting a tic for tac strategy with an equivalence tariff imposed by US.

8. $Arm Holdings (ARM.US)$ - Buzzing Stars: ⭐⭐⭐

Wednesday, Arm reported its fourth quarter earnings of $0.36 a share vs. estimates of $0.3 on revenue of $928m vs. $880m estimated. The firm quarter revenue climbed 47% year-over-year, on what it called record royalty revenue, up 37% year-over-year. Still, the firm's guidance for the new fiscal year failed to meet expectations. The firm said it expects full-year revenue between $3.8 billion and $4.1 billion, with a midpoint below estimates that were looking for $3.99 billion.

@FastMoneySnpier: big brother is leaving, party may be over.

9. $迪士尼 (DIS.US)$ - Buzzing Stars: ⭐⭐

Disney shares fell Tuesday following the second-quarter earnings. The company reported revenue growth of 1% year-on-year to $22.08 billion, marginally missing the consensus of $22.11 billion. Adjusted EPS of $1.21 beat the consensus of $1.09. Entertainment revenue declined by 5% year over year to $9.8 billion. Sports revenue grew 2% year over year to $4.3 billion. Experiences revenue climbed 10% year over year to $8.4 billion. In its conference call, the company said that Parks' growth is moderating from peak post-COVID levels.

Wednesday $迪士尼 (DIS.US)$ and $Warner Bros Discovery (WBD.US)$ said they are teaming up to offer a bundle of their streaming services, the latest move by media companies to try to simplify choices in the crowded streaming business.

@Benjamin Simons: easily one of the easiest shorts if that's your thing.

Thanks for reading!

* All comments, links, and content posted or shared by users of the community are the opinion of the respective authors only and do not reflect the opinions, views, or positions of Moomoo Financial Inc., Moomoo Technologies, any affiliates, or any employees of MFI, MTI or its affiliates. Please consult a qualified financial professional for your financial planning and tax situations.

Awards

Congrats to the following mooers with the top comments last week!

@102362254 @mr_cashcow @HuatLady @Lost_y @HuatEver @ZnWC @R30R @Lost_y @MindOverMatter

Weekly Topic

The U.S. presidential election is coming up this year, and it looks like both candidates will take hard stances on trade and the economy. How will you prepare your portfolio?

Comment below and share your ideas! We will select winners to get 200 points by next week, with which you can exchange gifts at Reward Club. Please feel free to contact us if there is an issue.

Disclaimer:

Any app images provided are not current and any securities are shown for illustrative purposes only.

This presentation is for information and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. See this link for more information.

免责声明：此内容由Moomoo Technologies Inc.提供，仅用于信息交流和教育目的。更多信息

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102362254 : 两位候选人的政策议程将对不同的经济部门产生重大影响。通过分析他们在贸易、税收和经济刺激方面的立场，我的目标是了解这些政策如何影响特定行业或投资，从而保护我的投资组合的弹性。尽管即将到来的美国总统大选增加了不确定性，但对我们的投资组合进行透彻的研究和战略调整可以帮助缓解任何潜在的担忧。

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mr_cashcow : 我会密切关注的 $Trump Media & Technology (DJT.US)$ 如果特朗普赢了

在个人投资组合方面，无论出现什么浪潮，我想我还是会顺其自然

再次感谢您的奖励积分并恭喜所有获胜者

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010Leo : 根据政策调整持股量。特斯拉对比 nio/xpev。在疲软的基础上积累实力强劲的公司 aapl/pltr/nflx/sofi。押注指数 splg/tqq/spyv。

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HuatEver : 随着即将到来的美国总统大选激起了贸易和经济的不确定性，在管理投资组合时保持镇定至关重要。Emotional 对选举新闻的反应可能会导致冲动的决定。尽管没有任何策略可以保证成功，但分散投资可以帮助缓冲选举周期中的市场动荡。

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HuatLady : 无论美国总统大选的结果如何，以及此后做出的决定如何，我都将保持自己作为坚定长期投资者的地位。我的策略包括积累高质量的股票以低廉的价格，优先考虑长期增长。主要问题在于评估政策和法规的变化将在多大程度上影响经济。因此，对市场的严格监控对于有效应对任何潜在的变化至关重要。

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BFSkinner 102362254 : 这是人工智能

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ZnWC : 可能会出现三种强硬的贸易立场：
1。美联储决心将通货膨胀率降至2％。这意味着美联储在年底之前降息的可能性很小，我们可能不会看到量化宽松政策早日到来。
2。中美紧张局势将继续。问题仍然是这两个国家是否会脱钩。我认为美国大选后情况不会进一步恶化，但没有人能百分之百确定。
3.美国经济陷入滞胀——概率很低，但如果发生黑天鹅事件，仍然有可能。

我的投资组合基于以下原则，每季度调整一次：
1。没有人能百分之百地为波动风险做好准备，因此我在力所能及的范围内购买股票。
2。了解我的投资目标——长期或短期、盈亏限额、买入股票的理由等。
3.根据风险水平拆分我的投资组合。大约10％将投资于高风险证券。这个上限对于避免YOLO或FOMO买入（贪婪）很重要，但同时要做好在股市上涨时获利的准备。
4。请务必准备应急基金（EF），目前为期6个月。EF 是避免恐慌性抛售（恐惧）的重要工具。
5。分散我的投资——一部分将用于赚取被动收入，例如Moomoo现金加基金、政府储蓄债券或短期票据、赚取股息的股票、赚取租金收入的房产、按计算风险出售承保看涨期权等

免责声明：以上不是财务建议——仅用于教育目的。永远是 DYODD。卖出期权是一项高风险的投资，如果您不知道自己在做什么，可能会导致无限的损失。

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DavidCCL : 无论谁赢了，世界都不会变得更好。两者都将继续煽动局面，搞乱世界经济，干涉其他国家的内政，并在国家之间制造更多冲突，以维持其全球领导地位。

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Popular on moomoo 楼主 BFSkinner : 哈哈很可能是是的

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Paul Bin Anthony : 非常有帮助，再次感谢你今天的精彩评论

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