🌟 Join Us for the 2025 Economic Outlook! 🌟 Phil Mackintosh, Chief Economist at Nasdaq shared his economic outlook for 2025 with us on December 24, 2024. 👇Access the webinar recording below and listen as he examines the macro-economy, the stock market, AI, tax policy, tariffs, and more. About Phil Mackintosh Phil Mackintosh is the Chief Economist and a Senior Vice President at Nasdaq. He manages Nasdaq’s microeconomic research to encourage capital formation and increase inves...
Nvidia Faces Slower Growth Amid Rising Competition from xAI, DeepSeek, and China Nvidia's data center revenue for Q4 reached $35.58 billion, marking a 93.3% year-over-year increase. However, this represents a slowdown from the 154.6% growth seen in Q2, reflecting growing concerns over market saturation and increased competition. Companies like xAI and DeepSeek are challenging Nvidia's dominance with lower-cost AI har...
Happy trader 667
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Before the NVIDIA Earnings Reports, everything was waiting for the Earnings Reports; after the Earnings Reports, all the previous risks were forgotten, and the market is overly inefficient, relying entirely on expectations.
China’s semiconductors and components, including legacy chips and critical parts produced by a wide range of suppliers, are integral to U.S. industries, often flowing through Chinese brands or third-party manufacturers. If China extended sanctions to ban exports of these chips and components—directly to the U.S. or via global supply chains—the U.S. would face catastrophic d...
Jacob_maylordprotect
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and then? why is Xi not banning or sanctioning all your mentioned critical exports to US now? Because everyone knows its a double edged sword, China itself will get impacted too, that is on top of what the leeks in China are experiencing now. (Unemployment,Deflation, Low wages,FDI decline)
hechunqing69
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After decoupling from the Chinese economy, the USA will usher in unprecedented prosperity. Currently, both bulls and bears are using all the rendered chaos to drive down stock prices, then seizing the opportunity to accumulate shares.
The market sank Wednesday, quaking in its boots before the top semiconductor dog reported earnings after the market closed. High estimates did not help Nvidia pull the Mag 7 out of correction zone, even after showing $11B of Blackwell chip sales in Q4. The Nasdaq and Dow both closed below their 100-day moving averages Wednesday. Just past 4 pm ET the$S&P 500 Index (.SPX.US)$traded up just 0.01%, the$Dow Jones Industrial Average (.DJI.US)$...
$Nasdaq Composite Index (.IXIC.US)$This isn’t Trump first term when it comes to imposing tariffs, and it is clear to the observers that the process and results are determined by his team not himself. From Trump’s previous tariffs threats, we have seen that his teams are aware of the market risks and is deliberate when it comes to handling that with delays and taking more time to look into it. Making sure that the political tool doesn’t become an e...
Phil Mackintosh, Chief Economist at Nasdaq shared his economic outlook for 2025 with us on December 24, 2024. 👇Access the webinar recording below and listen as he examines the macro-economy, the stock market, AI, tax policy, tariffs, and more.
About Phil Mackintosh
Phil Mackintosh is the Chief Economist and a Senior Vice President at Nasdaq. He manages Nasdaq’s microeconomic research to encourage capital formation and increase inves...
US SEC tells staff to return to office in move union calls illegal
https://www.reuters.com/world/us/us-sec-tells-unionized-employees-return-office-mid-april-memo-shows-2025-02-26/
$FTSE Singapore Straits Time Index (.STI.SG)$ $Dow Jones Industrial Average (.DJI.US)$ $Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$
Nvidia's data center revenue for Q4 reached $35.58 billion, marking a 93.3% year-over-year increase. However, this represents a slowdown from the 154.6% growth seen in Q2, reflecting growing concerns over market saturation and increased competition. Companies like xAI and DeepSeek are challenging Nvidia's dominance with lower-cost AI har...
The Nasdaq and Dow both closed below their 100-day moving averages Wednesday.
Just past 4 pm ET the $S&P 500 Index (.SPX.US)$ traded up just 0.01%, the $Dow Jones Industrial Average (.DJI.US)$ ...
From Trump’s previous tariffs threats, we have seen that his teams are aware of the market risks and is deliberate when it comes to handling that with delays and taking more time to look into it. Making sure that the political tool doesn’t become an e...
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