Stocks in the US surged to a brand-new all-time high, largely for two core reasons... Firstly, it’s thanks to Trump’s launch of the US$500 billion AI project, Stargate, which ignited a new wave of AI investment and buying of AI-related stocks. Names like Oracle$Oracle (ORCL.US)$, Palantir$Palantir (PLTR.US)$and Monolit...
Morning Movers Gapping up $Qorvo (QRVO.US)$saw a 7% increase after reports of activist investor Starboard Value acquiring a 7.7% stake. $MoonLake Immunotherapeutics (MLTX.US)$gained over 4% following Goldman Sachs' upgrade to 'buy', citing positive expectations for its phase 3 trial data. $Life360 (LIF.US)$rose 3% following UBS's upgrade to 'buy', based on promising ad revenue potential. $Rivian Automotive (RIVN.US)$increased 2...
KBB
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Yes, all true but wake up call I’m not so sure because we knew interest rates were not going to be lowered before the jobs report. The market reacts because of algorithms and shifting money as quickly as possible, and has become less of an investment opportunity than a trading opportunity. A good jobs report means more people employed meaning more tax income, meaning more cash in hand for individuals that are working to buy computers and other retail items which is the flipside of lower interest rates. It is a complicated mechanism for sure.
73372627
KBB
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Agree with you. This wake-up call seem to be orchestrated. Basic more jobs, mean economy go on the right direction and to achieve the really grow demand also rate cuts. I saw this kind of pattern after the election results. The Feds made everything hard for the new administration and put all theyrs resources and power for. I saw also outside interferences and all come from the Dems parteners. They just cash now and careless about investing or the future of the dollard or the economy. Also on investing news, 80 % is presenting on negative light, indiferent what it is. Big ones as JP, Soros, etc play harder and harder the shorting game, which drop the market. On international (geopolitical) the only declared enemy is China. They start the last ressources (hacking the Reserve) before Powell will go forever. They panic because theyrs economy is collapsing, the geo expanding start to shringht, Panama canal, Groenland and Canada (chinese puppy PM will go soon) will contribute to isolate them. Tarrifs and Europe which restrict more and more theyrs exports. In Africa China is push out more and more and the South, Central America will be soon on stand-by. On other parts, Iran is at his end (lost Syria and Lebanon), on the detriment of Turkey. Russia is as was before, they do not want cold war, they do not expand geo, just enlarge the international collaborations. So it is not true that more jobs mean NO to rate cuts. Do not mean inflation will grow. More jobs and rate cuts, mean better economy, more money on the market, more exports, less inflation and stronger dollard, not to forgot that the Reserve could be dismemble and the dollard to be covered by gols and silver. US has from far the bigger reserve of the precious metal. Aprox 75% of the world reserve. The market will be back on his normal path and in February will re-stabilize.
Money Thrill
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100 miles from me us the greatest private research laboratory in World, connected with University, working for 600 companies (Nvidia, Mu, Intel, TSMC, Samsung etc ). 5500 sophisticated engineers. Belgium Leuven. The microchips for 2038 excist already but not in production. But for who is the research or patent is secretly? nanochips, the future is very, very complex. And that is needed for so much data. i try to follow everything there ...
I was looking at Jensen Huang’s presentation, and honestly, it got me thinking about how far AI has come and where it’s headed. Here’s my take on it: 1. Perception AI This is where AI started. Things like speech recognition, medical imaging, and recommendation systems. Remember AlexNet in 2012? That’s what kicked everything off. It laid the groundwork for all the cool stuff we’re seeing today. 2. Generative AI This is where we’re at now. AI is all about...
wahlao
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I think hyper realistic human replacement robotics is the future where robots look and perform tasks such as major decision making process much better than humans.
KoolBee
酉
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Some day when BIDU hits HK$150, I also will have nothing to say. Ai requires heavy deep continued investments to plant the seeds of growth for continued innovation. Search was their traditional business, just like Google. That’s why Google shares didn’t move on the Ai story as they continued just pumping billions for R&D. Then they finally announced Willow release which will have huge upside ramifications for quantum computing. They started releasing more Ai upgrades to Gemini same time. Price has finally gone up quite a bit after being the only Ai laggard. The same thing will happen with Bidu. It’s extremely difficult to enter Ai space now to grow big in future as lots of funding and cash flow is needed. Bidu is one of few companies deploying its investment. Time will tell. 2026 will be their year. Hopefully sooner before end of 2025 this year. I expect next two quarters to be at current state as they wait to monetise more significantly on their driverless cars for example.
After a pullback in late 2024, AI stocks are expected to rebound and continue their upward trajectory in 2025, according to Dan Ives, a Wedbush analyst known for his accurate forecasts in the tech sector. Ives, who has earned acclaim for his predictions regarding major tech companies like Apple, Tesla, and Microsoft, as well as broader industry trends. "We believe tech stocks will be robust in 2025 on the shoulders of the...
The AI narrative has been a major factor behind strong equity returns in 2023 and 2024, with promises of substantial productivity gains. According to Barclays’s analysis, global AI stocks have delivered a 16.5% year-to-date return, significantly outpacing the MSCI ACWI Index’s 6% return on an equal-weighted basis. If we have been following the AI revolution for whole of 2024, we can see that the benefits from the AI revolutio...
Salesforce Stock Forum
Firstly, it’s thanks to Trump’s launch of the US$500 billion AI project, Stargate, which ignited a new wave of AI investment and buying of AI-related stocks. Names like Oracle $Oracle (ORCL.US)$, Palantir $Palantir (PLTR.US)$and Monolit...
Gapping up
$Qorvo (QRVO.US)$ saw a 7% increase after reports of activist investor Starboard Value acquiring a 7.7% stake.
$MoonLake Immunotherapeutics (MLTX.US)$ gained over 4% following Goldman Sachs' upgrade to 'buy', citing positive expectations for its phase 3 trial data.
$Life360 (LIF.US)$ rose 3% following UBS's upgrade to 'buy', based on promising ad revenue potential.
$Rivian Automotive (RIVN.US)$ increased 2...
For the longest time, investors have been trying to front run the Fed on the number of interest rates cut, but with inflation concerns resurfacing, it’s been a wake-up call for them!
$Adobe (ADBE.US)$ $MicroStrategy (MSTR.US)$ $Super Micro Computer (SMCI.US)$ $Salesforce (CRM.US)$ $CrowdStrike (CRWD.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $NIO Inc (NIO.US)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $JPMorgan (JPM.US)$ $Bank of America (BAC.US)$ $Intel (INTC.US)$ $SPDR Dow Jones Industrial Average Trust (DIA.US)$ $Enphase Energy (ENPH.US)$ $Sea (SE.US)$ $Grab Holdings (GRAB.US)$
This is the follow-up to the post I wrote 3 days ago.
Yes, there are several other AI stocks worth considering beyond the top 10 mentioned earlier. While the initial list focused on established giants with significant AI investments, the AI landscape is dynam...
1. Perception AI
This is where AI started. Things like speech recognition, medical imaging, and recommendation systems. Remember AlexNet in 2012? That’s what kicked everything off. It laid the groundwork for all the cool stuff we’re seeing today.
2. Generative AI
This is where we’re at now. AI is all about...
Top 10 AI Stocks: An Overview of the Industry's Leading Players
The world of artificial intelligence (AI) is rapidly evolving, with companies across various sectors integrating AI technologies to enhance their operations and products. This has led to a surge in interest in AI stocks, ...
As we enter 2025 and put aside the Santa Rally’s absence, investors could be looking at another indicator which has correctly forecasted full year stock performance with a 70 to 80% accuracy since 1950.
Check out the video to find out more.
Stocks covered in the video (technical analysis) – SPY, Apple, Tesla, Google, Meta, Microsoft, Nvidia + Option trades
$Netflix (NFLX.US)$ $Advanced Micro Devices (AMD.US)$ $Taiwan Semiconductor (TSM.US)$ $Salesforce (CRM.US)$ $CrowdStrike (CRWD.US)$ $Adobe (ADBE.US)$ $Enphase Energy (ENPH.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $Arm Holdings (ARM.US)$ $MARA Holdings (MARA.US)$ $Riot Platforms (RIOT.US)$ $iShares Bitcoin Trust (IBIT.US)$ $Johnson & Johnson (JNJ.US)$ $JPMorgan (JPM.US)$ $Disney (DIS.US)$
"We believe tech stocks will be robust in 2025 on the shoulders of the...
According to Barclays’s analysis, global AI stocks have delivered a 16.5% year-to-date return, significantly outpacing the MSCI ACWI Index’s 6% return on an equal-weighted basis.
If we have been following the AI revolution for whole of 2024, we can see that the benefits from the AI revolutio...
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