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What to Expect in the Week Ahead (Earnings from AVGO, COST; Trump Tariffs; February Jobs)
Nvidia, Dell, Tesla, HP Inc., Rocket Lab, NetApp, Acadia Healthcare: Biggest Movers
Elon Musk Calls SoftBank's Masayoshi Son 'Overleveraged' As $16 Billion AI Loan Fuels Debate About Viability Of OpenAI's Stargate Project
Nasdaq Jumps 300 Points As Nvidia, Tesla Stocks Surge: Investor Sentiment Improves, But Greed Index Remains In 'Extreme Fear' Zone
Apple's AI has reached the "critical moment of life and death".
According to Mark Gurman, Bloomberg's chief correspondent, insiders indicate that a truly modernized and conversational Siri may not be available to consumers until the iOS 20 launch in 2027, which would put Apple five years behind its competitors in the AI race.
Wall Street's outlook on the future of US stocks: defense will become mainstream, past winners have been abandoned.
① In February, the US stock market experienced significant volatility, with investors selling stocks due to signs of economic weakness, impacting technology stocks particularly hard; ② An Interactive Brokers strategist stated that investors are concerned that the pace of economic slowdown will exceed the Federal Reserve's response speed, leading many to reduce their stock holdings or shift to Cash / Money Market; ③ Another Analyst believes that the softness of the US economy combined with the Federal Reserve's decision to maintain interest rates suggests a focus on Consumer staples or the utility sector.
