Traders Are Piling Into Stock-Market Insurance -- WSJ
Qualcomm, Synaptics Downgraded by KeyBanc Amid 'Mixed' Quarterly Supply Check
"Stock King" Tencent is not short of money.
Manage market cap and assets acquisition simultaneously.
Microsoft in Focus as Oppenheimer Downgrades on Revenue, Earnings Worries
The US stock earnings season kicks off this week: Expectations for profits are significantly lower. Is it a warning of a US stock market pullback?
①This week, a potentially crucial event that may determine the future trend of US stocks has arrived as scheduled: the official start of the Q3 earnings season for US stocks; ②Wall Street currently expects the s&p 500 index component companies to have a quarterly profit growth of 4.7% year-on-year in the third quarter. This growth rate is significantly lower than the 7.9% in the previous earnings season, marking the lowest growth rate in four quarters.
Samsung Apologizes as It Struggles to Keep up With Rivals in AI Chip Race
Apple's Smart Ring Could Launch By 2026 In Line With Tim Cook's Health-Centric Vision, Says Analyst: 'One Of His Major Legacies From Apple Would Be Around Personal Health'
Fed's Kugler Says She Supports More Rate Cuts If Inflation Recedes
AI consumes too much electricity, will the technology giants collectively bet on nuclear energy? Google is already in negotiations...
①Google is collaborating with public utilities in the USA and other countries to evaluate nuclear energy as a potential energy supply for its datacenters; ②The global head of energy at Google data centers said, 'We are working with our utility partners and power plants to research how to introduce these new technologies - nuclear energy may be one of them, into the grid.'
Just two days! The expectation of a 50 basis point rate cut was shattered as the 10-year US Treasury yield returned above 4%.
1. On Monday this week, the sharp drop in the US Treasury market further intensified, and the yield on the benchmark 10-year US Treasury bond returned above the 4% level, reaching its highest level since August; 2. Due to the unexpectedly strong US employment report announced last Friday, traders are forced to reevaluate their predictions for the outlook of the US Federal Reserve's monetary policy.
Robots in the usa factory are starting to "lose their jobs"...
①In the USA factory, the work left for new siasun robot&automation seems to be decreasing... ②Many business executives express that as production lines and workshop businesses slow down, manufacturers are reducing the purchase of automation equipment; ③At the same time, in the USA labor market, more human workers are queuing up to find jobs.
Foxconn and nvidia are building the world's largest GB200 production plant in Mexico.
①Hon Hai Group executives revealed on Tuesday, October 8th, that the company is building the world's largest nvidia GB200 manufacturing plant; ②Hon Hai Cloud Enterprise Solutions Vice President Benjamin Ting pointed out that there is a huge demand from the market for the nvidia Blackwell platform.
Expected to rise another 5% by the end of the year! Goldman Sachs has raised its s&p 500 index target price for the third time this year.
①Goldman Sachs' strategist has raised the year-end target price of the s&p 500 index for the third time this year; ②He expects the s&p 500 index to close at 6000 points this year, which is the second highest target price given by Wall Street strategists; ③This means that in the less than three months remaining this year, the potential roi of the s&p 500 index is about 5%.
Alibaba, Nvidia, Riot Platforms, Celsius Holdings, Tesla: Why These 5 Stocks Are On Investors' Radars Today
Options Market Statistics: XPEV Options Pop as US-Listed Chinese Stocks Keep Climbing
"Apple AI" did not have a good start? Stock rating downgraded, iPhone 16 demand flashing red light......
①Jefferies Financial believes that investors are overly optimistic about Apple's latest iPhone; ②The bank has downgraded Apple's rating from 'buy' to 'hold' and set a target price of $205.
10/8 [Strength and Weakness Analysis]
[Bullish and Bearish Factors] Bullish factors: Nikkei Average is rising (39,332.74, +697.12), US crude oil futures are rising (77.14, +2.76), Expectation of easing inflation in the US, active share buybacks, request from the Tokyo Stock Exchange for enhancing corporate value. Bearish factors: NY Dow is falling (41,954.24, -398.51), Nasdaq Composite Index is falling (17,923.90, -213.94), $1 = 148.00-10 yen, Chicago Nikkei futures are falling (38,915, Osaka comparison -455).
The Fed May Not Cut Rates in November. What to Do With Treasury Bonds Now
Goldman Sachs released three heavyweight research reports over the weekend: downgrading the forecast for US recession, expecting the Chinese stock market to rise by another 15% to 20%.
Goldman Sachs' stock strategy team believes that the US large cap stocks can rise by another 4.3% to 6000 points by the end of the year, as the possibility of a US recession has decreased, allowing the Federal Reserve to only reduce interest rates by 25 basis points each time. Their AP strategic team has upgraded the rating of Chinese stocks to "shareholding" and is bullish on the potential boost to valuation from large-scale stimulus measures.
US stocks collectively fell by about 1%, with Chinese concept stocks rebounding in a V-shape, US bond yields rising above 4%, and oil prices rising by nearly 4%.
USA stocks and bonds both fell, with the Dow down 400 points, Tesla down 3.7%, Nvidia up over 2%, Chinese concept stocks fell nearly 3% before closing higher, Alibaba and Tencent ADRs rose 2.6%, Li Auto Inc. rose over 4%. The two-year US treasury yield rose nearly 10 basis points, breaking above 4% for the first time since August for both the 2-year and 10-year treasury yields, with the US dollar hovering at a seven-week high since August 16. Brent crude oil closed above $80, reaching a six-week high along with WTI oil climbing above $77. Silver briefly fell more than 2.4%.