Is there still a Santa Claus rally? Understand in one article why the US stock market suddenly dropped on Friday.
Large Technology stocks are leading the decline, with Tesla once dropping over 6%, and the sell-off in QITABANKUAI is also accelerating. Aside from technical factors like profit-taking, the 10-year US Treasury yield is hovering at a seven-month high, intensifying the downward pressure on the stock market. Goldman Sachs states that by the end of the year, USA pensions will sell $21 billion in US stocks, and CTAs will sell an additional $4 billion, resulting in significant selling pressure.
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Bank of America stated that technology giants are likely to continue outperforming the Large Cap by 2025. The bank's derivatives Analyst, Benjamin Bowler, explained that interest rate cuts and the ongoing AI boom could lead to further gains for large technology companies in the United States.
Bullish on Semiconductors in the long and short battle? Analysts remain bullish on NVIDIA, Broadcom, and Marvell, but short interest has surged.
In 2024, the stock prices of NVIDIA, Broadcom, and Marvell Technology surged due to the AI boom, but as the Market Cap approached 4 trillion dollars, short-selling interest increased significantly.
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Daily Options Tracking | "Quantum NVIDIA" RGTI transactions are booming! Multiple end-of-the-world call options earn over 10 times; AI tenfold stock SOUN's implied volatility rises to 157%, with one call option soaring by 6 times.
Tesla fell by 1.76% on the previous trading day, with an Options Chain volume of 2.23 million contracts, a significant increase of 33% compared to Tuesday's trading day, and implied volatility levels rose to 81%; on the Options Chain, Trading of Call options was particularly active, with the highest volume being the $460 strike price expiration call, reaching 0.128 million contracts.
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The "quantum frenzy" in the U.S. stock market continues, with "Quantum NVIDIA" RGTI rising by another 36% yesterday!
NVIDIA's Rigetti Computing in the quantum computing field has increased nearly 1600% this year, and analysts indicate that this exciting surge highlights the market's confidence in quantum computing becoming a transformative force across industries. Experts predict that its potential for efficiently solving complex problems and computational capabilities will further expand in the future.
Wedbush: Palantir and Salesforce are expected to lead in monetizing AI applications by 2025.
Investment bank Wedbush believes that by 2025, Palantir and Salesforce are expected to be among the first software companies to monetize AI.