On Monday, Morgan Stanley released a report indicating that its AI Supply Chain Investigation showed a reduction in CoWoS orders, resulting in$NVIDIA (NVDA.US)$plunging 9% at the close, retracing to the lows previously set by Deepseek. Here are some pivotal details: $NVIDIA (NVDA.US)$'s wafer orders at$Taiwan Semiconductor (TSM.US)$remain unchanged, with no reductions observed in the 4nm wafer orders. According to the AI Su...
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Nice analysis. I was courious to see here also your point of view from the massive coordonate shorting attack. It is similar with the end of January. And funny the news come from the same sources with same players behind. I say this because if we look at the imense trigers on SEC 201, I believe this it is not enought and the policies must be adjusted in order to stop those manipulations. The stocks will recuperate on the medium term. I have an idea who are those actors, but nothing confirmated. And been honest, here on Moo I lost just 8 to 9k. Not to panic yet.
US Market Key Charts (S&P, US Dollar, Gold) $E-mini S&P 500 Futures(MAR5) (ESmain.US)$(4 Hour Chart) -[NEUTRAL]We continue to stay neutral as price is currently hovering around previous resistance level at 6100. We are slightly bullish and a 4 hour candlestick closing above 6100 would open the push towards 6150. Technical indicators are mixed for now, with price holding above 21-EMA period. Alternatively: A 4 hour candlestick closing below 6100 suppor...
$Cintas (CTAS.US)$Has this thing run its course? Price has been increased, operation efficiency has been improved, and it’s still very expensive even after the 20% drop.
I think we're probably in for a quiet day of two, regardless of market direction, traders, investors and portfolio managers will have to digest the enormous trading volume experienced on both Thursday and Friday, especially Friday. This will be an incredibly thin week for earnings releases. The headline-level names reporting this week will be Micron Technology (MU) on Wednesday afternoon, and Costco (COST) on Thursday afternoon. Other than that, a couple of well-known names like Au...
This week will bring key remarks from Federal Reserve officials, including Chair Jerome Powell, following last week’s rate cut. Investors will also be watching Friday's release of the August PCE inflation data to see if inflation continues to cool. Housing data will be another focal point, with new and pending home sales, housing prices, and consumer sentiment surveys being released. Earnings reports are expected from companies like Micron Technology, Cost...
Top 5 Upgrades: Baird upgraded Starbucks$Starbucks (SBUX.US)$to Outperform from Neutral with a price target of $110, up from $81. The firm sees a more favorable risk/reward on Starbucks shares following the hiring of Brian Niccol as CEO. Barclays upgraded Dell Technologies$Dell Technologies (DELL.US)$to Equal Weight from Underweight with an unchanged price target of $97. The firm says much of the artificial intelligence "hype" ...
- Jim Cramer discussed$NVIDIA (NVDA.US)$'s recent 10-for-1 stock split and its potential benefits. - Stock splits don’t change the total value of an investment but make individual shares cheaper. - For example, Nvidia’s shares went from $1,139.01 each to $113.90 after the split. - Stock splits make shares more accessible to regular investors by lowering the price per share. - Companies often split stock to make shares with high price tags m...
73372627
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Yes I agree. But in the same time, an valuable stock split help the companies on developing. I agree could be an risky move from a X company, but till now all valuable companies perform very nice. In the history very few fell.
J Servai (JLAPT) : Thank you
73372627 : Nice analysis. I was courious to see here also your point of view from the massive coordonate shorting attack. It is similar with the end of January. And funny the news come from the same sources with same players behind.
I say this because if we look at the imense trigers on SEC 201, I believe this it is not enought and the policies must be adjusted in order to stop those manipulations. The stocks will recuperate on the medium term.
I have an idea who are those actors, but nothing confirmated. And been honest, here on Moo I lost just 8 to 9k. Not to panic yet.
mrpenny : good read. thank you