More people are using ChatGPT to diagnose themselves. Sam Altman states that Thrive AI Health will use AI to provide personalized health predictions and assessments, making high-quality healthcare more accessible and affordable. $Microsoft(MSFT.US)$
Investors are increasingly concerned about “overinvestment” in AI, with revenue downgrades in the second quarter potentially hitting valuations hard. Goldman Sachs estimates that achieving returns similar to historical levels would require hyperscale cloud providers to generate approximately $335 billion in revenue by 2025, with earnings needing to grow by 16% year-over-year. Without this growth, valuations could face downward pressure. $Alphabet-A(GOOGL.US)$$Meta Platforms(META.US)$$Microsoft(MSFT.US)$$S&P 500 Index(.SPX.US)$
Tech, Media, and Telecom (TMT) stocks have been sold off for four consecutive weeks, with tech stocks being underweighted to record levels. Last week saw significant fund flows from "smart money," with seven sectors in the S&P experiencing net selling, focusing on information technology, communication services, industrials, and consumer staples. Meanwhile, cyclical stocks like consumer discretionary, energy, utilities, and real estate saw net buying. Th...
Powell’s dovish remarks and expectations of Trump’s policies drove$Dow Jones Industrial Average(.DJI.US)$to a record high. Capital rotation continued, with small-cap stocks surging over 2% at one point, leading the charge. Over four days, small-cap stocks have risen nearly 8%, marking the best performance in four years. Regional bank stocks have been up for six consecutive days. The chip sector opened high but closed lower.$Tesla(TSLA.US)$opened about 7% higher, closing nearly 2% up;...
Simon 5183Sung Jun Lee:
Did you know that DJT's market flow was only 0.19 billion shares, so short 0.5 billion shares? There should be a limit to nonsense!
Follow Our Official Telegram Channel tynkrlab The$Dow Jones Industrial Average(.DJI.US)$closed at a new record high of 40,211.72, gaining 0.5%. The$S&P 500 Index(.SPX.US)$rose 0.3%, and the$Nasdaq Composite Index(.IXIC.US)$increased by 0.4%. This rally was driven by investor optimism about potential rate cuts and positive earnings reports from major banks. Key Drivers 1. Federal Reserve’s Stance on Inflation: • Event: Fed Chairman Jerome Powell...
$Microsoft(MSFT.US)$
$Alphabet-A(GOOGL.US)$ $Meta Platforms(META.US)$ $Microsoft(MSFT.US)$ $S&P 500 Index(.SPX.US)$
Th...
Capital rotation continued, with small-cap stocks surging over 2% at one point, leading the charge. Over four days, small-cap stocks have risen nearly 8%, marking the best performance in four years. Regional bank stocks have been up for six consecutive days.
The chip sector opened high but closed lower. $Tesla(TSLA.US)$ opened about 7% higher, closing nearly 2% up;...
The $Dow Jones Industrial Average(.DJI.US)$ closed at a new record high of 40,211.72, gaining 0.5%. The $S&P 500 Index(.SPX.US)$ rose 0.3%, and the $Nasdaq Composite Index(.IXIC.US)$ increased by 0.4%. This rally was driven by investor optimism about potential rate cuts and positive earnings reports from major banks.
Key Drivers
1. Federal Reserve’s Stance on Inflation:
• Event: Fed Chairman Jerome Powell...
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