AMAT241101P205000
- 19.67
- -2.73-12.19%
Applied Materials Newsroom
Countdown to the USA election, when will the results be announced? Please keep this viewing guide handy!
"The big show" is about to begin, grab your "program."
Bank of America speaks out against the trend: selling off after Trump's victory sparked a stock market rebound!
At this point, two large Wall Street banks have already indicated that Trump's victory is a signal to sell US stocks.
Investors in Applied Materials (NASDAQ:AMAT) Have Seen Strong Returns of 240% Over the Past Five Years
Applied Materials Announces Q4 and Fiscal 2024 Earnings Webcast
Don't trust Trump too much, Harris has a 69% chance of winning the election!
Analysts pointed out that although people believe that Harris's victory will bring economic disaster, when the probability of her winning increases, the stock market does not fall.
Shares of Semiconductor Stocks Are Trading Lower. The Sector May Be Under Pressure Following Recent Earnings From Multiple Companies in the Sector.
Trump's Treasury Secretary nominee Paulson: Working with Musk to reduce expenses, especially by canceling green energy subsidies, has Asia's giants at a loss?
Abolishing the current Clean Energy Tax Reduction Policy in the existing 'Inflation Reduction Act' could increase tax revenue by approximately $921 billion over a decade. For Asian giants such as Toyota and Hyundai engaged in electric vehicles, wind power, and other renewable energy industries, President Trump and his allies' plan to abolish the Clean Energy Tax Reduction Policy would harm their financial condition and reduce the attractiveness of the USA market.
U.S. stocks closed | The three major indexes all fell, technology stocks weakened, super micro computers plummeted over 32%, AMD dropped over 10% after earnings; overall decline in Donald Trump concept stocks, DJT fell over 22%.
The economic data in the USA is mixed, with the market adjusting down significantly to expectations of a large interest rate cut by the European Central Bank and rate cuts by the United Kingdom in December. US stocks fell across the board, with the chip index dropping by over 3%, nvidia falling by over 3% at one point, Chinese concept stocks dropping by over 2% before halving the decline, and li auto inc turning upwards by nearly 2%.
KLA Corp. Just Reported Q1 Results. Here's Why the Stock Is Rising.
Looking At Applied Mat's Recent Unusual Options Activity
Stocks With Cheap Implied Volatility – JPM
Citi strategist: If Trump wins, you can run after the election!
Citigroup strategist said that a complete victory for the Republican Party would be a sell signal for US stocks, while a victory for Harris or a divided Congress could bring buying opportunities.
Call Overwriting and Call Buying Opportunities Within the Russell 1000 – JPM
The capital markets still have no script, Harris's victory may leave Wall Street in the dark!
In 2016, the 'Trump trade' swept the market, but the election results were far from certain, and the impact of Harris winning on the market seems unpredictable.
Subsidies for photovoltaic and wind energy should all be cut! Potential Treasury Secretary pick for Trump: will cut federal spending with Musk.
①John Paulson, the 'backer' of Donald Trump, recently stated that if he ultimately becomes the new Secretary of the Treasury of the usa, he will cooperate with Tesla's CEO Musk to jointly formulate policies that significantly reduce federal spending; ②Paulson said that all tax subsidies for inefficient and uneconomical energy sources such as cecep solar energy and wind energy should be canceled, which will reduce fiscal expenditures.
How to conduct 'Trump trade' in the market?
Taking everything into consideration, the 'Trump trade' leads to rising US bond yields, a stronger US dollar, and a higher certainty of bitcoin increasing, which trades more on the upside against US stocks and copper prices, while leaning bearish on gold, with uncertain impacts on oil prices. Based on the trading results from the previous market, the 'Trump trade' is not 'bearish for copper and oil, bullish for gold', indicating a certain divergence from the judgment based on policies.
U.S. stocks close | The three major indexes are mixed, with the Nasdaq hitting a new high for the fourth consecutive rise; chip stocks are strong, AMD closed up 4% but fell over 7% after hours due to poor guidance; cryptos concept stocks are rising.
The USA economy is mixed, with consumer confidence increasing but job vacancies hitting a three-and-a-half-year low. The Dow Jones and small cap stocks fell, while the S&P and Nasdaq turned higher. The chip index rose by more than 2%, while the Chinese concept index turned down by over 1%. Trump's media fluctuations have repeatedly caused trading to be suspended.
When November Starts, so Does the Best 6 Months for Large- and Small-cap Stocks
Direct hit on the usa election | Trump VS Harris, how should investors deal with the election market?
The current market generally believes that, given Trump's current stance, he supports traditional energy, infrastructure construction policies; while if Harris takes office, she tends to welfare policies, marijuana legalization, green energy, USA export growth, housing support, etc. It is worth noting that market views believe that whether it is Trump or Harris taking office, it is bullish for cryptos and gold.
Nomura warns: Market may be overly hedged against Trump's trade, risking a "Harris surprise".
Nomura's director and Americas cross-asset macro strategist Charlie McElligott warns in his latest report that in recent weeks, the market has over-hedged the assumption of Trump and the Republican Party winning both houses of Congress, which could lead to unexpected support for Harris and the election stalemated, posing risk of reversal for all types of assets.