Goldman Sachs Is Shifting to Neutral, but Remains Mildly Pro-risk for the Next 12 Months

Seeking AlphaJul 22 09:03 ET

Before the technology financial report, Biden backed down again and the market became even more "uncertain".

Traders are working hard to cope with the uncertainty of the Federal Reserve's interest rates and the upcoming performance of technology giants, and now they must further weigh how Harris or other candidates will counter Trump. With only four months left until the election, there are too many unknowns, and the US stock market may face a "turbulent summer".

wallstreetcnJul 21 20:52 ET

What to Expect in the Week Ahead (Google and Tesla Earnings; GDP and PCE Data)

This week, investors should keep an eye on earnings reports from several key players, including Google and Tesla. Key economic data to watch for will include the release of the first estimate of second-quarter gross domestic product and the Federal Reserve's preferred inflation measure for June.

Moomoo Breakfast USJul 21 05:36 ET

"Rate cut trade" and "Trump trade" led the entire market, small-cap stocks rose strongly and csi commodity equity index fell across the board. | Overseas major asset weekly report

The U.S. stock market continues to witness a "big shift" in the market, as investors accelerate their exit from large technology stocks. The "Trump trade" has raised concerns about inflation and pushed up the yield on U.S. long-term bonds, putting pressure on the dollar, and most commodity prices have fallen.

wallstreetcnJul 21 02:57 ET

US stocks closed with all three major indices falling, with the S&P Nasdaq index seeing its largest weekly decline in three months. Technology stocks weakened, with Tesla down more than 4%, Nvidia down more than 2%, and CrowdStrike down more than 11%.

Investors accelerated their escape from technology stocks, with stocks and bonds in Europe and the United States being hit hard for two days. This week, the S&P 500 and Nasdaq fell by about 2% and 3.7%, respectively. The Nasdaq stopped its six-week continuous rise, while the Dow and small-cap indices rose by 0.7% and 1.7%, respectively. Chip stocks fell more than 3% on Friday and nearly 9% for the week. Nvidia also fell more than 8.7% for the past three months, making it the worst performer. The "seven sisters of technology" all fell for the week, and cybersecurity leader Crowdstrike, which triggered a global technology outage, fell 11% on Friday, the worst in nearly two years. The VIX panic index rose more than 32% for the week.

wallstreetcnJul 19 21:32 ET

Markets Look Overvalued and Stretched – Morningstar Research's David Sekera

Seeking AlphaJul 19 10:07 ET