Entering the Christmas month! The Christmas market may continue to drive the U.S. stock market to new highs, with these sectors expected to become the "hottest opportunities"
Historically, in the seven trading days after Christmas, which include the last five trading days of the year and the first two trading days of the next year, investors tend to be more bullish, with a high probability of an uptrend in the U.S. stock market. This seven-day period is known as the 'Santa Claus rally.' Data shows that over the past 70 years, there has been an 80% chance of the S&P 500 index rising during these seven trading days.
Will the Federal Reserve lower rates in December? This week's non-farm data is crucial.
Citi stated that Friday's non-farm payroll report will be crucial for the Federal Reserve's recent policies and future direction. If employment data is strong and inflation strengthens in November, the Federal Reserve may pause interest rate hikes at the December FOMC meeting; conversely, there is a possibility of a 50 basis point rate cut. Citi analyst Andrew Hollenhorst mentioned in a report on December 2 that, according to Powell's latest views, the usa labor market has not stabilized and is still softening. This indicates that the current policy rate is restrictive and the labor market will not be a source of inflationary pressure. This is in contrast to the current market sentiment.
Looking back at 2024: Why did the rising trend of US stocks shock Wall Street?
①The US stock market has shown strong performance this year, with the s&p 500 index rising by about 27% year-to-date, expected to achieve the best performance in many years, far exceeding Wall Street's expectations at the beginning of the year. ②So, what are the factors that the US stock market relies on to achieve such a strong increase?
Tesla's China Shipments Fall for Second Month in a Row
Super Micro Shares Jump 7% In Premarket As Special Committee Clears It Of 'Misconduct' Allegations, But Top Investment Bank Flags 2 Key Aspects To Watch
Why Credo Technology Group Shares Are Trading Higher By 40%; Here Are 20 Stocks Moving Premarket
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
Intel's executives are shaken, did four years of investment go to waste?
The intel global strategy will shift from an "all in on advanced processes" to a "product-first" approach, and the uncertainty surrounding the successful mass production of the "lifeline" 18A process (1.8nm) has increased. Citigroup believes that if the new CEO is unable to perform, intel may fall further behind taiwan semiconductor/AMD.
Intel CEO's resignation backstory: clashed with the board of directors, either retire or be dismissed.
According to informed sources, Gelsinger discussed the progress of intel regaining market share and narrowing the gap with nvidia with the board of directors last week, at which point the conflict between the two parties had reached its peak. It is reported that Gelsinger faced the choice of retirement or being fired, and he ultimately chose to end his career at intel.
Track Hyper | Where will intel go after Kissinger retires?
The status of IDM 2.0 is uncertain, but product competitiveness is promising.
Zscaler Analyst Ratings
Google for the elderly, Perplexity for the young.
In the era of ai, more and more people are turning to other platforms and relying on AI searches like Perplexity. According to eMarketer's prediction, by 2025, Google's share of the search advertising market in the usa will fall below 50% for the first time.
Biggest Stock Movers Tuesday: ZS, SMCI, and More
US Stock Gold Mining | Black Friday trade continues to explode! Demand for upgrades stimulates apple to regain the global market cap top spot; retail stocks walmart and costco reach new highs collectively.
The 'audit scandal' ends? Super Micro Computer soared nearly 29% overnight! After external review found no improper behavior, the company replaced its CFO; Advertising agencies The Trade Desk may merge with streaming platform Roku, with the former's stock price reaching a new high, while the latter surged 11% in one day.
Renowned valuation experts suggest buying the "Gorgeous Seven Stocks" during market adjustments.
A professor from New York University believes that large technology companies in the usa will continue to generate cash / money market and claims to hold "the magnificent seven stocks."
Is the US stock market's upward trend over? The "fear indicator": it can still rise!
Analysts indicate that multiple indicators are closely aligned with the situation in the 2016 election year, and the overall tendency of signals still favors the bulls.
Unprecedented! Rockefeller International Chairman warns: The US market is brewing a super large bubble.
① Global investors are currently pouring a large amount of funds into usa assets, and Ruchir Sharma, chairman of Rockefeller International, has issued a warning about this; ② Sharma pointed out that this mentality is "inflating" an unprecedented bubble and distorting the fundamentals of other economies; ③ Currently, usa stocks account for nearly 70% of the major global stock indices, and their premium compared to other regions of the world is somewhat exaggerated.
Tesla Gives Cybertruck Production Line Workers 3 Days Off: Report
Express News | Pre-market trading: Super micro computer continues to rise nearly 9%, DXYZ rises nearly 7%.
Daily options tracking: China assets ETF call options heavily bought; super micro computer stock price skyrocketed, call orders earned 4 times.
Apple rose nearly 1% yesterday, with its stock price surpassing its historical high, reclaiming the top position in global market cap, as a major investor bought 4,000 call options expiring on September 19, 2025, involving an investment of 4.38 million dollars.