US stock market outlook | October retail sales data exceeded expectations, the three major futures indexes declined; cryptos concept stocks rose in pre-market trading! MSTR increased by over 3%, Coinbase rose by more than 2%.
It is reported that the usa Federal Trade Commission plans to investigate anti-competitive behavior in microsoft's cloud computing business; the Biden administration promotes the localization of semiconductors, and taiwan semiconductor receives $6.6 billion in funding from the CHIPS Act; is it truly attractive with a guaranteed 4.5% return? The total assets of mmf in the usa have surpassed $7 trillion for the first time.
Druckenmiller made significant adjustments in the third quarter: opened positions in Bank of America and Broadcom, continued to increase holdings in the top position Natera.
Natera's position significantly increased by 80.61% compared to the previous quarter. Druckenmiller also established new positions in Broadcom, banks, and pharmaceutical stocks, while completely liquidating News Corp and telecom company Liberty Global, and reducing shareholding in microsoft.
Understanding Meta Platforms's Position In Interactive Media & Services Industry Compared To Competitors
Exploring The Competitive Space: Apple Versus Industry Peers In Technology Hardware, Storage & Peripherals
Investigating Microsoft's Standing In Software Industry Compared To Competitors
Market Clubhouse Morning Memo - November 15th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META And TSLA)
XAI May Be Valued at More Than $50B After New Funding Round: Report
Elon Musk's commercial empire is thriving, with SpaceX and xAI soaring in valuation together.
① SpaceX plans to sell shares at $135 each in December, and the company valuation will exceed $250 billion. ② xAI has raised $5 billion, with a valuation of $45 billion. Two weeks ago, Musk announced that the number of GPUs in the Memphis datacenter will be increased from 100,000 to 200,000.
Musk's XAI Seeking Up To $6B In New Funding, Projected Post-Raise Valuation Over $50B; Middle Eastern Sovereign Funds Expected As Key Investors, Funds To Support Purchase Of 100,000 H100s For Memphis Cloud Cluster
Jeff Bezos' Ex-Wife MacKenzie Scott Sells More Amazon Shares
The Fed's rate cut expectations have cooled significantly! Retail data in the USA shows growth exceeding expectations, with "re-inflation" gradually coming into view.
After upward revision of the unadjusted retail sales in September to a month-on-month growth of 0.8%, the October data showed a month-on-month increase of 0.4%, exceeding the general expectations of economists.
Wall Street tycoons warn: Powell cannot solve the problem of stagflation!
Prominent economist criticized Powell's political cowardice and stated that maintaining independence does not mean keeping silent.
Apple Margins Could Be Hit by Tariffs, but Many Unknowns Still: Jefferies
Exchange-Traded Funds, Equity Futures Lower Pre-Bell Friday After Fed Chair Powell Says No Hurry to Cut Interest Rates
Why Super Micro's Survival May Hinge On Nvidia Earnings, Nasdaq Deadline
Salesforce Loses AI Chief Amid Major Push for Autonomous Agents
Fundamental improvement + bullish Trump policies, american airlines stocks rebound strongly! united airlines most powerful tripled in three months
The ticket booking volume and number of passengers in the aviation industry in the USA and globally are steadily increasing, which will continue to drive a strong recovery in the aviation industry; After Trump took office at the White House, the regulatory environment for the aviation industry is expected to be more relaxed, airline alliances are expected to return, and mergers and acquisitions between them will also become easier.
Interest rate cut expectations "cooled off"? "Terrifying data" slightly exceeded expectations, traders reduced rate cut bets.
In October, retail sales in the usa exceeded expectations, and the recently strong performing usd briefly surged, while traders reduced bets on a Federal Reserve rate cut in 2025...
Retail Sales May Be Picking up Momentum Into the Holiday Season
"Wall Street's top guy" denied! Trump: There is no seat left for Jamie Dimon in the new government.
Demon responded that he hasn't had a boss for 25 years and is not ready to join the government. The Trump team is narrowing the candidates for Treasury Secretary and is expected to make a decision as early as this week.