Super Micro Joins Nvidia, Tesla in Top Options Volume as Stock Tumbles
"Trump trade" remains popular, but how much longer can it last.
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
Trump's termination of electric car subsidies is actually a "big bullish" for Tesla!
In the usa, directly purchasing Tesla autos does not qualify for the full subsidy, and canceling the subsidy will bring greater losses to Tesla's competitors.
Third Point Hedge Fund Buys Tesla, Dumps Micron
Viking Fund Management Sells Big Oil Stocks In Q3, Cuts Tesla Position In Half, Adds To Largest Position Broadcom
11/15 [Strong and Weak Materials]
[Bullish and Bearish Materials] Bullish materials: 1 dollar = 156.30-40 yen; Chicago Nikkei futures are rising (38970, +390); US crude oil futures are rising (68.70, +0.27); active share buyback; requests for corporate value enhancement from the Tokyo Stock Exchange. Bearish materials: Nikkei average is dropping (38535.70, -185.96); dow jones industrial average is dropping (43750.86, -207.33); Nasdaq composite index is dropping (19107.65, -123.07); SOX index is dropping (5004.59, -.
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
Late night broadcasting! Powell: The economy is strong, the Federal Reserve does not need to rush to cut interest rates, there is time to understand the impact of Trump's policies.
Powell stated that labor market indicators are returning to more normal levels consistent with the Federal Reserve's full employment target; inflation will continue to decline towards the target of 2%, although there may be occasional fluctuations; the interest rate path is not preset and depends on data and economic outlook. If the data tells us to slow down rate cuts, slowing down is the wise choice; Congress generally believes that the Fed's independence is very important, concluding prematurely on the policies of the Trump administration. The Fed will act cautiously before policy is more certain; the impact of AI may be later and greater than we expect.
Renaissance Tech Adds Micron, Exits Broadcom, Among Q3 Trades
ValueAct's Top Q3 Trades Feature New Meta, Visa Stakes, KKR, Spotify Exits
ValueAct Holdings' Q3 2024 13F Filing Shows New Stakes In Meta Platforms With 211.5K Shares, Live Nation Entertainment With 1.01M Shares, Visa With 373.6K Shares, Liberty Media Corp Series C With 1.34M Shares, And Liberty Media Corp Series A With...
Powell's Hawkish Remarks Shake Markets: Stocks Fall, Dollar Rockets, Bitcoin Dips
Third Point 13F Shows Decreased Stake In PG&E Corp By 7% From 53,750,000 To 49,750,000 Shares; Amazon By 27% From 5,100,000 To 3,700,000 Shares; Danaher Corp By 5% From 2,050,000 To 1,950,000 Shares; Vistra Corp By 29% From 4,470,000 To 3,175,000...
U.S. stocks closed: Powell suppressed rate cut expectations, the three major indexes accelerated their decline in the last minutes.
1. China concept stocks were generally down, with the Nasdaq Golden Dragon Index falling by 1.81%; 2. The Trump transition team is planning to cancel the $7,500 tax credit for electric autos; 3. Ford was fined $0.165 billion for failing to comply with recall requests; 4. Blackrock aggressively bought Apple in Q3 and continued to increase its shareholding in the 'Big Seven' companies.
Third Point 13F Shows Added Stake In Brookfield Corp With 4,725,000 Shares; Ferguson Enterprises With 965,000 Shares; Flutter Entertainment With 510,000 Shares; LPL Financial Holdings With 485,000 Shares; Carpenter Technology With 660,000 Shares;...
Elon Musk's Favorability With GOP Voters Nearly As High As J.D. Vance: How Views Of Billionaire Changed Among Political Parties
Whale Rock Capital Dumps Apple, Adds Applied Optoelectronics, Among Q3 Trades
Dan Loeb's Third Point Enters Tesla, CVS, Exits Uber, Verizon, Among Top Q3 Trades
Express News | CORRECTION: Trump Picks Jay Clayton For U.S. Attorney For The Southern District Of New York
Express News | Trump Picks Jay Clayton For Chairman Of U.S. Securities And Exchange Commission