Countdown to the US presidential election! Bank of America predicts in advance: the US stock market may have major movements in the coming days.
1. Bank of America draws the implied daily trend of the S&P 500 index from now until one day after the election based on the option prices, thereby deducing several important trading days for the US stocks in the next six weeks; 2. On November 6th, the day after the election on November 5th, is usually the time when the preliminary election results are mostly released, and it is also the most important day for the US stock market. At that time, the election results will have a huge impact on the US stock market.
Chip winter warning? Goldman Sachs is bearish, but dismissed by analysts: Unlikely possibility of oversupply!
Daiwa believes that the AI bubble is about to burst, and expresses concerns about the prospects of south korean memory chip manufacturers SK Hynix and Samsung Electronics.
Futu Morning Post | Federal Reserve officials speak intensively! Opening the door to another significant interest rate cut; Wall Street strategists: Fed rate cuts increase the possibility of a stock market 'melt-up'.
USA's September business activities stabilized, with rising price pressure; spot gold refreshed historical highs above $2630 on Monday; Tesla surged nearly 5% intraday, hitting a two-month high! Barclays: China market may drive deliveries beyond expectations.
US stock market outlook | The three major futures are all up, with technology giants slightly rising pre-market, Intel up nearly 5%; Goldman Sachs bullish on s&p 500 reaching 6000 points! Expects a rebound after short-term volatility.
Fed senior official Kashkari: Expected to further cut interest rates by 50 basis points within the year; Bank of America warns: Bubble risks resurfacing, recommends buying bonds and gold; Is Harris coming from behind? Poll support rate continues to climb, already leading Trump in all aspects.
US stocks are digging for gold | Microsoft's 'cash power' stimulates the nuclear power sector to soar! CEG skyrocketed over 22% overnight, VST rose over 16%; annual increase reached 200%, surpassing Nvidia! American fast food chain CAVA's stock price hits
It is worth noting that VST's year-to-date increase has exceeded 182%, CEG's cumulative increase exceeds 119%, and NRG's cumulative increase exceeds 70%. At the same time, other electrical utilities stocks are also benefiting, with the public service enterprise group rising by nearly 4%, a year-to-date increase of up to 45%; exelon rose by more than 2%, reaching a new all-time high in stock price.
Daily Options Recap | 'Big players' suspected of fighting for intel! Multiple call contracts make over 10 times profit; nvidia put-to-call ratio rises to 40%, big players spend 80 million US dollars selling call contracts.
Gamestop rose nearly 12% last Friday, with an implied volatility of 80.24%, call options accounting for 82% of the total. The options volume increased by 3.1 times compared to the previous trading day, reaching 0.62 million contracts. The largest outstanding contract in terms of volume is a call option with a $22 strike price expiring this Friday, totaling 0.022 million contracts.
Harris caught up later? The approval rating has continued to rise, now leading Trump comprehensively.
① Recent polls have shown that Harris' approval ratings have significantly increased in both the United States as a whole and key swing states, surpassing Trump. ② Economists analyze that although Harris is the Vice President, she has successfully avoided public criticism of Biden's policies, and some of her campaign promises have gained the support of voters.
The Fed's unprecedented interest rate cuts have prompted Wall Street to urgently search for a new script.
In the case of the Federal Reserve cutting interest rates and the economy remaining stable, the overall call is a winning weapon.
Bullish on the future transformation! Apollo Asset Management plans to invest billions of dollars in intel.
Media reports suggest that Apollo Asset Management plans to acquire $5 billion of private equity in intel. Analysts believe that Apollo's move is a vote of confidence in Intel's self-rescue strategy, or it could increase the likelihood of being acquired by Qualcomm.
Futu Morning News | JPMorgan CEO questions 'soft landing': inflation fades too easily; Chip industry earthquake? Rumors that Intel will 'sell itself' to Qualcomm.
Apple's stock volume surged at the close, with the turnover jumping to the global number one; Taiwan Semiconductor and Samsung are considering building chip factories in the United Arab Emirates, worth over 100 billion US dollars.
Chip industry faces major changes: Qualcomm wants to acquire Intel, is it the final showdown of "Arm vs X86"?
Qualcomm, with ARM architecture, is continuously launching attacks on the PC market. If this acquisition is successful, the balance of power in the PC chip market will usher in a significant transformation, and innovations focusing on ai will become more competitive.
S&P welcomes its 39th new high of the year! The surprise rate cut, though late, has arrived. What will drive the new surge in the US stock market?
In the early morning of September 19th, the Federal Reserve violently initiated a 50 basis point interest rate cut, while the unexpectedly low number of initial jobless claims announced on Thursday further strengthened confidence in a soft landing of the US economy.
US Stock Market Outlook | US Stock Market's 'Triple Witching Day' is coming! $5.1 trillion options are expiring; change of leadership, Nike's pre-market surge of nearly 8%
US stocks hit a new high! The highest target on Wall Street: the S&P 500 could soar to 6100 points by the end of the year; FedEx shares fell nearly 13% before the market opened, narrowing the range of full-year profit estimates.
This week's hot US stocks | Chinese concept stocks surge! Li Auto Inc and jd.com lead the way; with the Federal Reserve interest rate cut implemented, the financial crediting sector benefits and rises.
usa's used car dealer Carvana has risen for four consecutive days this week, with a cumulative increase of over 20%, also setting a new high for the year, with a total increase of 222.5% this year.
Daily option tracking | The 'Seven Sisters' party! Tesla, Nvidia, and other call options prices skyrocket, with the highest profit exceeding 9 times.
Apple rose nearly 4% in the previous trading day, the put/call ratio slightly increased to 0.8, options volume slightly increased to 1.475 million contracts; On the options chain, the sentiment between bulls and bears is intense, with the highest volume being calls with a strike price of $230 expiring today, with 0.105 million contracts.
Top strategist: Will the economic data make Powell breathe a sigh of relief and bring about a "rebirth" in the market?
Yardeni Research's Chief Market Strategist stated that in fact, the US manufacturing sector has been improving on its own, and the unemployment data is the best since before the summer. The Federal Reserve does not appear to be falling behind the situation.
Can the Federal Reserve complete its mission? The next six months are crucial for investors!
The BofA Global team believes that this round of Fed easing cycle has no direct correlation with any recent ones, and is not even the 'soft landing' scenario in 1995 that investors and the Fed hope to replicate.
Has the Fed's interest rate cut come too late? "Bond King" Gundlach: The US economy may already be in a recession.
Although the US stock market is delighted by the significant interest rate cut by the Federal Reserve, "bond king" Jeff Gundlach still believes that the Fed's interest rate cut came too late; Gundlach believes that the continuously increasing number of unemployed in the United States indicates that the US economy has entered a recession.
Did you really think there was only one dissenting vote? There may be far more Federal Reserve officials opposed to a large interest rate cut than you imagine.
① The Federal Reserve launched this round of easing cycle with a bold 50 basis point rate cut on Wednesday; ② From their forecasts on the dot plot interest rate path, this move may have only received strong support from a slim majority of the 19 Fed policymakers.
Another "Triple Witching Day" for US stocks! After the interest rate cut frenzy, Wall Street faces a $5.1 trillion test.
The market is at a critical moment of pricing, coinciding with the "Triple Witching" of the U.S. stock market!