Apple in Focus as Wells Fargo Boosts Price Target After Verizon Results
Goldman Sachs' financial report preview: Bullish on AMD and ARM, bearish on Intel.
Goldman Sachs expects that AMD's Q2 performance and guidance are expected to meet market expectations, and the data center business may achieve double-digit growth. ARM's Q2 performance and guidance both exceed market expectations, and the compound annual growth rate of revenue in the next three years may reach 23%. In contrast, Intel's Q2 performance and guidance may disappoint Wall Street, and its server CPU market share is still being squeezed by peers.
Microsoft Gains as Piper Sandler Boosts Price Target on Cloud, AI Strength
How A Faulty Cybersecurity Update From CrowdStrike Unleashed Chaos On Global Infrastructure While Microsoft's Stock Surged Nearly 1% This Week
Qualcomm Analyst Ratings
Microsoft Analyst Ratings
Slack Introduces New iPhone Widgets To Improve Accessibility And Make Workday Easier
Microsoft Stock Has Further Room To Run, Says Analyst, As Software Giant Remains On Track To Hit $200B Cloud Revenue In 2 Years
Wiz Turns Down Google's $23B Acquisition Deal - Report
S&P 500 Notches Best Day Since June As Investor Sentiment Improves: Fear Index Moves To 'Greed' Zone
US institutional investors survey: Nvidia still the most popular, Broadcom catching up, concerns with Micron, bearish on AMD.
According to Citigroup's survey, with Broadcom acquiring more AI customers and adding value from VMware, it is catching up with Nvidia as the largest holding for investors, while investor sentiment towards Nvidia has cooled down.
What is the ' Trump trade ' exactly? Is the market really sure?
The previously heated "Trump trade" is cooling down, as Wall Street has realized that the impact of the policies promoted by Trump's campaign may be self-contradictory.
CrowdStrike CEO George Kurtz To Testify Before Congress On Faulty Update Causing Global Disruptions
Options Market Statistics: Big Tech Stocks Surge on Monday, Boosting S&P 500 and Nasdaq Gains
AU Morning Wrap: Australian Stock Market Gains Momentum with Tech Rally
Metals & Mining Monitor | General Decline in Metal Prices; BHP Reports Record Iron Ore Production for FY24, Copper Production Rises by 9%
S&P rose more than 1%, small cap index rose 1.7%, Tesla and Nvidia rose about 5% each, while commodity fell again.
U.S. stocks rose with the S&P up over 1%, the largest increase in seven weeks, and the NASDAQ up 1.6%. Funds have returned to small cap stocks, with the small cap index rising 1.7%. Investors bought U.S. tech stocks on the dip, and only Apple and Amazon among the seven tech giants declined, with Tesla and Nvidia both up about 5%. Cybersecurity leader CrowdStrike, which triggered a global IT failure, fell more than 13%, nearly erasing this year's gains. Some Trump trades cooled down, with electric cars and photovoltaic stocks rising and petroleum stocks falling. There was a new variable in the U.S. presidential election over the weekend, and safe-haven demand initially pulled down U.S. bond yields and the dollar while boosting gold, but panic subsided and the VIX volatility index fell 10% from its highest level in nearly three months. The China concept stock index surged 2.8%, while offshore Renminbi fell more than 110 points to a two-week low. Oil prices initially fell more than 1%, and metal fell sharply.
Nvidia, Tesla, Rest of Mag 7 Lift Stock Market Higher | Wall Street Today
Is the darling of chip stocks changing? Citigroup: Broadcom is catching up with Nvidia.
According to Citigroup analysts, last week's communication with investors revealed that Nvidia is still the most bullish chip stock among investors, with Broadcom close behind due to its acquisition of VMware and gaining more AI customers such as OpenAI. Meanwhile, investors are becoming somewhat tired of Nvidia.
S&P 500, Nasdaq Rebound, as Nvidia, Tesla and Rest of Magnificent Seven Rally