Will 2025 no longer be the era of the magnificent 7? Bank of America is bullish on this type of stocks...
①The chief strategist of Bank of America predicts that cyclical stocks (such as csi commodity equity index, construction, and infrastructure) will rise strongly, as investors will flow into the "old economy" sector; ②She believes that the USA economy is ready for a new spending cycle, and expects the s&p 500 index to rise to 6666 points next year.
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Express News | US stocks outperforming stocks rally in night trading: marvell technology rose more than 11%, salesforce rose more than 10%
Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
AI applications are accelerating penetration, Salesforce (CRM.US) performance exceeds expectations across the board! Software stocks continue to lead the AI investment wave.
salesforce, driven by AI, has achieved strong performance, and the sales outlook provided by this software giant is in line with market expectations.
After-hours surged nearly 9%! Salesforce's Q3 revenue for the 25th fiscal year exceeded expectations, with the CEO stating that Agentforce is driving a groundbreaking transformation.
The results show that Salesforce's third quarter revenue was 9.44 billion USD, an 8% year-on-year increase, exceeding market expectations of 9.35 billion USD; net income was 1.53 billion USD, against a market expectation of 1.406 billion USD and compared to 1.224 billion USD in the same period last year; eps was 1.58 USD, while the market expectation was 1.44 USD.
AI shopping assistants have contributed to usa's "Cyber Monday" sales surpassing 13 billion dollars, a year-on-year increase of 7.3%.
According to a report by adobe, usa consumers reached an online spending of 13.3 billion dollars this year on "Cyber Monday", which is a 7.3% increase compared to Cyber Monday in 2023, surpassing the 10.8 billion dollars spent online on Black Friday. Caila Schwartz, director of consumer research at Salesforce, stated that generative ai tools can answer basic product queries from online shoppers, helping retailers protect their profit margins despite rising costs.
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
U.S. stocks closed: The S&P reached a historic high for the 55th time this year, while the index of Chinese concept stocks had four consecutive days of gains.
① The S&P and Nasdaq hit new highs, but the momentum is weak; ② A "nightmare" occurred with the south korea etf; ③ Tesla's "bullish investors" announced they will no longer go ALL-IN; ④ Apple is assessing the use of amazon chips to train AI models.
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Salesforce Raises Full Year FY25 GAAP Operating Margin Guidance To 19.8% And Raises Non-GAAP Operating Margin Guidance to 32.9%
Salesforce Shares Are Trading Higher After the Company Reported Better-than-expected Q3 Sales Results.
Salesforce Earnings Review: Q3 Summary
Salesforce Sees Q4 Revenue $9.90B-$10.10B, FY25 Revenue $37.80B-$38.00B
Salesforce Non-GAAP EPS of $2.41 Misses by $0.04, Revenue of $9.44B Beats by $90M
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