Ray Dalio's Bridgewater Adds Broadcom, Apple, SMCI In Q3, While Offloading Stake In AI Giant Nvidia And Other Big Tech Companies
Renowned valuation experts suggest buying the magnificent 7 during market corrections.
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."
The hidden winner in the USA election? Cathie Wood's ARKK hit a new high for the year, all thanks to these heavily weighted stocks!
The strong rise of ARKK is mainly attributed to the increase in its heavy holdings, Tesla, and cryptos-related companies, Coinbase and Robinhood.
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?
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 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.
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.
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.
Earnings Scheduled For December 3, 2024
The new CEO of intel carries the "heavy burden": can the manufacturing dream make a comeback?
Pat Gelsinger paved the way for intel's manufacturing transformation, leaving a challenging situation for his successor.
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.
Top economists: Next year, the "big hot" in the US stock market will change! Is the high-return gold period over?
Wharton School professors said, "Perhaps this time, we will see the hot stocks that have performed exceptionally well in the past two years relatively weak."
S&P, Nasdaq Settle At Record Highs As Tesla, SMCI Surge: Fear Index Remains In 'Greed' Zone
Honeywell, Salesforce And 3 Stocks To Watch Heading Into Tuesday
Is the usa experiencing a "CEO layoff trend"? The number of CEOs leaving this year has reached a record high.
①Last Sunday and Monday Eastern Time, both intel and Stellantis' CEOs announced their resignations, highlighting a wide trend in the entire business sector in the usa - the "layoff tide" of CEOs.②The number of CEO resignations in the usa has reached a record high this year, with more than 1800 CEOs announcing their resignations as of October, indicating an increased risk appetite and a desire for leaders to address the complex business environment and turn the company's situation around.
Technology remains the preferred sector! Ubs group outlook on US stocks in 2025: these four sectors are most likely to rise
① Analysts at ubs group suggest that investors allocate to technology, finance, industry, and utility stocks; ② Analysts indicate that technology remains the preferred sector, with expected gains next year likely to exceed large cap.
Cathie Wood's Monday Moves: $4.8M Spotify Stock Sale Meets $4.7M Pinterest Shopping Spree
Amazon founder invests in Jim Keller, targeting nvidia.
Recently, Tenstorrent, led by industry renowned figure Jim Keller as CEO, announced the completion of a $0.693 billion Series D financing round led by Samsung Securities and AFW Partners. Following this round of financing, the valuation of this AI chip startup is approximately $2.6 billion.
Intel, Cleanspark, Super Micro Computer, Upstart, Tesla: Why These 5 Stocks Are On Investors' Radars Today