The battle for market cap supremacy among the three technology giants has begun! Who will be the first to break through 4 trillion?
Analysts at Wade Bush Securities believe that Apple, Nvidia, and Microsoft are gradually breaking through the $3 trillion market cap mark and heading towards $4 trillion. The analyst believes that Apple will be the first US company to reach a $4 trillion market cap, followed by Nvidia and Microsoft.
AI ignites growth engine! Morgan Stanley predicts: US stocks will continue to dominate the global market in the next decade.
JPMorgan has released the latest chart forecast, predicting that over the next decade, US stocks will continue to dominate the global equity market, with the main driving force behind this being ai.
Intense game! When the "most sensitive US stocks in history" meet the "Mag 7 financial report"
Bank of America pointed out that 2024 has become one of the most volatile years for US stocks in over two decades, especially after the release of financial reports, this volatility is particularly evident. In the current period of intensive financial report releases, investors should pay more attention to the performance of individual stocks.
The latest financial report, AI functions officially debut, Mac new product launch... This week is crucial for apple.
Analysts expect that Apple Intelligence feature may be disappointing, and the replacement demand stimulus may emerge in subsequent feature iterations; MAC's entire lineup will be equipped with the M4 chip, providing better performance support for AI functionality; The Q4 financial report of fiscal year 2024 is also on the way, and Goldman Sachs optimistically expects profits to greatly exceed consensus expectations.
iPhone 16 banned in Indonesia! This "domineering" clause causes trouble for apple.
① The Indonesian government has multiple trade restriction measures for electronic products to push overseas companies to conduct localized production in Indonesia; ② Apple has become one of the latest "unlucky ones" under Indonesian policies, with its new smart phone iPhone being banned from sales for violating localization rate requirements.
Options Outlook | Apple's heavyweight financial report is coming! The stock price's one-day post-performance change may approach 4%; Will AMD's profit double? Call options ratio reaches seventy percent.
Meta's current implied volatility is ±8.3%, compared to the previous four quarters, the post-earnings stock price change was approximately 9.9%, indicating that the current options value is still underestimated; as the stock price volatility has historically had a 60% chance of exceeding market expectations, the success rate of using a bullish straddle options strategy during earnings season is about 75%.
With the AI boom, the position of the HBM industry is skyrocketing.
While the AI boom has led to the prosperity of GPUs, it has also kept the heat of HBM, which plays a key role, high, becoming the emerging outbreak vent and technology giants' strategic high ground in the current AI race.
More Than A Third Of AI-Based ETFs Were Launched In 2024, Focusing On Nvidia, Microsoft, Apple And Meta, Among Others: Here's How Some Of Them Have Performed This Year So Far
Apple Is Working On New Smart Home Display Inspired By iMac G4's Design, But It Could Be Smaller Than Expected
Buckle up! The next 10 days are crucial to the global market.
Mag7 financial report, US bond refinancing, non-farm, US election, Federal Reserve decision... These heavyweight events will be successively staged in the next 10 days, analysts warn to prepare for potential severe volatility.
Has the halo of big technology stocks faded? The five giants usher in earnings week, can the AI boom drive a new round of growth?
The industry giant company is about to announce its financial report. Despite investor sentiment divergence and concerns about AI bubble, analysts still believe that technology giants have irreplaceable growth potential.
Will Berkshire continue to reduce its shareholding in Apple stocks? The answer will soon be revealed.
Berkshire Hathaway significantly reduced its shareholding in apple in Q2, with its holdings dropping from 0.905 billion shares to 0.4 billion shares, attracting market attention. Will they take action again in the third quarter? With the financial report released on November 2, the mystery will soon be revealed.
Nasdaq Surges To Fresh Highs As Nvidia, Meta And Amazon Surge: Fear Index Remains In 'Greed' Zone
Attention! The technology giants of the US stock market are about to release their financial reports, with heavyweight data such as PCE and non-farm payrolls expected to make a significant impact.
①On the eve of the US election on November 5, the US stock market will experience a "high-energy continuous" week; ②First, 5 of the "seven giants" will release major financial reports this week, followed by heavyweight economic data—US PCE index and non-farm employment report will be released.
Tesla's position as one of the 'Big Seven' in the U.S. stock market is being questioned? Wall Street is currently reevaluating, with Netflix becoming a backup option!
①As the market returns to rationality, Wall Street is evaluating whether Tesla should be included in the magnificent 7 of technology; ②As for Tesla's successor, it appears that Wall Street has reached a consensus: Netflix has become a strong competitor.
Apple 'Bears' And 'Naysayers' Miscalculated Key Dynamics: Dan Ives Preidcts 'Consumer AI Revolution' As iPhone Maker Rolls Out iOS 18.1 Update
Mac Mini May Shrink To Apple TV Size As Cupertino Prepares To Unveil New Macs This Week — Expect AI And Gaming Enhancements In Fresh Designs, Says Expert
Futu Express | Fierce Competition! The USA presidential election enters the sprint phase, with a record-high early voting rate; NYSE's heavyweight official announcement! Intends to extend US stock trading hours.
The 14th session of the 12th National People's Congress Standing Committee will be held in Beijing from November 4th to 8th; the apple AI feature Apple Intelligence officially launched this week; How difficult is shorting US stocks? Tesla's short positions, which made money this year, were wiped out in just one day.
"Coin circle" may welcome a major investor? SEC filings show that microsoft will consider investing in bitcoin in December.
microsoft plans to vote on the proposal of 'evaluating investment in bitcoin' at the annual meeting in December, including shareholders such as Vanguard, BlackRock, and State Street will be eligible to vote on this proposal in December. However, the board of directors of microsoft expressed opposition to the potential vote in December, deeming it 'unnecessary'.
Apple AI is about to be officially launched! Can it trigger an iPhone sales frenzy?
①Apple Intelligence will be released with iOS 18.1 on October 28th local time; ②In the subsequent iOS 18.2 release, Apple will also integrate Siri and ChatGPT; ③Renowned analyst Ming-Chi Kuo stated that significant growth in iPhone shipments may require more hardware innovation.