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Nasdaq Composite Tracking Fidelity Newsroom
Tesla's market cap has fallen below one trillion, and Trump may cancel tax incentives for electric vehicles.
Tesla's stock price fell by 5.8%, as the market worries that Trump will cancel the $7,500 tax credit for electric vehicles. Analysts say Tesla will be minimally affected, but the competitive landscape in the industry may change.
Druckenmiller made significant portfolio changes in the third quarter: initiated positions in bank of america and broadcom, continued to increase holdings in the top position Natera.
Natera's position increased significantly by 80.61% compared to the previous quarter. Drew Ken Miller also opened new positions in broadcom, bank stocks, and pharmaceutical stocks, while clearing positions in News Corporation and telecommunications company Liberty Global, and reducing shareholding in microsoft.
The 'Trump trade' of the 2016 version completely reversed afterwards, what about this time?
After Trump's election victory, the US dollar, US stocks, and small cap stocks usually tend to strengthen. However, during Trump 1.0, from 2016 to 2020, the US dollar and small cap stocks performed poorly, failing to rise as expected, while the rise in US stocks was mostly attributable to the strength of technology stocks. Analysis suggests that the 'Trump trade' is not the same as 'Trump investment', it is more of a short-term market reaction rather than a long-term trend.
Dow Dips Over 200 Points Following Economic Reports, Tesla Tumbles On Potential Removal Of EV Tax Credit: Fear Index Remains In 'Greed' Zone
Sundar Pichai Praises Google-Backed Apian Drones For Cutting Blood Sample Delivery Time From 30 To 2 Minutes: 'Quicker Care For Patients In Critical Need'
Satya Nadella Touts Microsoft's Latest AI Mission: Making NASA's Earth Data Speak Plain English
The usa "antitrust queen" is tightening her grip in the final moments of her term, investigating microsoft's cloud computing business.
①Sources revealed that the United States Federal Trade Commission (FTC) is investigating Microsoft's cloud computing business; ②Previously, there were allegations that Microsoft used unfair licensing terms to lock in customers and control the cloud computing market; ③Before President-elect Donald Trump took office, FTC Chairman Lena Khan hoped to intensify antitrust actions in the final stages of her term.
Trump's termination of electric car subsidies is actually a "big bullish" for Tesla!
In the usa, directly purchasing Tesla autos does not qualify for the full subsidy, and canceling the subsidy will bring greater losses to Tesla's competitors.
Long-Time Tesla Bull Rages As Elon Musk Reportedly Backs Trump's Plan To Ax $7.5K EV Credit: 'Insanity'
Bridgewater Q3 shareholding report: significantly reduced shareholding in nvidia and other technology stocks, slightly reduced shareholding in pdd holdings.
①The total market value of Bridgewater, the world's largest hedge fund, in the third quarter was $17.7 billion, a decrease of 7.8% compared to the previous quarter. 79 new symbols were added, 260 positions were increased, 183 were cleared, and 428 shareholdings were reduced. ②In the third quarter, Bridgewater significantly reduced its shareholdings of technology stocks such as Nvidia, Meta, Microsoft, and Amazon, but increased its holdings of Apple by 0.562 million shares, with an increase of 119.86%.
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
Cathie Wood Keeps Betting On Amazon's 'Haul' Play: Ark Loads Up $6M Worth Of Shares
Desktop version of ChatGPT is open to Windows users, supporting photo recognition and voice communication.
① Files, photos/screenshots can be uploaded for chat Q&A without switching browsers multiple times, seamlessly integrating work with ChatGPT; ② The desktop version of ChatGPT can be used with multiple programming tools, simplifying developers' workflows; ③ Cross-platform access and management represent a new evolution in AI creation and collaboration tools.
Third Point Hedge Fund Buys Tesla, Dumps Micron
Futu Morning Post | Powell 'hawkish': Strong economic performance, no rush to cut interest rates; Buffett's new warehouse received, Domino's surged more than 18% after-hours, Pool rose over 6%
Blackrock bought heavily into Apple in Q3, continuing to increase shareholding in the 'Big Seven'; 'Smart Money' betting on the trend of China: Q3 prototype of 'The Big Short' increased shareholding in Alibaba and other Chinese concept stocks; Disney rose more than 6%, fourth quarter performance exceeded expectations with a $3 billion share buyback plan.
Viking Fund Management Sells Big Oil Stocks In Q3, Cuts Tesla Position In Half, Adds To Largest Position Broadcom
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
Berkshire's latest hold positions are revealed! In Q3, positions were established in domino's pizza and pool supplies distributor Pool, while almost all positions in ulta beauty were cleared.
Berkshire Hathaway added Domino's Pizza and swimming pool equipment distributor Pool in the third quarter. Both have some commonalities: so far this year, both have underperformed the overall market. Domino's Pizza's stock price is suppressed due to pressure on spending from low-income consumers; the demand for swimming pools is weak due to people being more cautious with discretionary spending, dragging down Pool's stock price.
The Trump team plans to cancel the $7,500 electric car tax credit, causing a sharp drop in electric car stocks.
The Trump team is considering canceling the $7,500 electric vehicle subsidy policy to fund its tax reduction plan. This policy is one of the measures adopted by the Biden administration to combat inflation. Trump supporters and the oil industry hope to cancel electric vehicle tax incentives, while the auto industry groups are calling for retention. Musk believes that canceling the subsidy policy will not have a significant impact on Tesla, but will rather cause more trouble for competitors. Electric vehicle stocks plummet, with Tesla down 5.77% and "Tesla rival" Rivian down 14.3%.
Renaissance Tech Adds Micron, Exits Broadcom, Among Q3 Trades