One Week Outlook | NVIDIA Faces Financial Report "Big Test"! May Guide the U.S. Stock Market to the Next Direction; Trump 2.0 Continues to Disturb the Market, Key Cabinet Positions Become Market Focus.
Companies such as Xiaomi, pdd holdings, Xiaopeng autos, and Kuaishou will also gradually release their reports.
Weekend Reading | Buffett's "market stabilizer": the three most important principles in investment
Treat stocks as a business, the market is here to serve you, not to command you, and always maintain a safety margin. If you assess every decision based on these principles, you won't make mistakes.
Major victory in the USA oil industry! Trump chooses oil company executive as energy secretary, and plans to use the Energy Commission to drive production.
Trump announced another important personnel appointment.
Wall Street investment banks consensus: The Federal Reserve will slow down interest rate cuts in 2025.
Several institutions have already started to reduce their bets on the prospect of Fed rate cuts.
"Trump 2.0" crucial treasury secretary dispute, Musk publicly spoke out! Is the support of certain individuals leading to a major sell-off on Wall Street this week?
Wall Street powerful broker Lutnick seems to have lost the opportunity to compete, prompting Musk to openly support stating that Lutnick can "truly bring change," and stating that competitor Bessent will "continue to lead the usa towards bankruptcy." With Lutnick expressing interest in the position of Treasury Secretary, the market has seen selling, seemingly indicating to Trump that Bessent is more suitable.
U.S. stocks have plummeted significantly; what has stifled the "Trump trade"?
With the political outlook in the USA no longer as certain as the market expected a few weeks ago, and inflation still relatively high, investors have no safety margin to seek.
Weekend Reading | Fireside chat with top investor Greenblatt, about index investing, the seven giants, and long-short strategies...
Find a good company, make sure the price is reasonable when buying, it will appreciate over time.
US stocks plummeted, with the Nasdaq 100 giving back much of its gains since the US election results were announced. What happened?
Us stocks plunged, the yen and US Treasury bonds rose, and Trump's trade saw a major reversal. Well-known financial journalist Nick Timiraos, known as the 'New American Fed Communication Agency', wrote that US stocks fell on Friday despite strong retail sales reports released earlier, suggesting that the strong performance of the US economy may not need to be supported in the form of rate cuts. In addition, some Federal Reserve officials have stated that it is too early to determine whether the Fed should cut rates at the next meeting.
U.S. stock market closes | Expectations of a substantial interest rate cut have put pressure on U.S. stocks, with the Nasdaq down over 2%, nvidia down over 3%, and Tesla rising over 3% against the trend; some Chinese concept stocks are up, with jd.com ris
Vaccine stocks, moderna, fell over 7%; applied materials dropped over 9%, dragging down chip stocks. The Chinese concept stocks rebounded, while Alibaba fell over 2% after its earnings report.
Wall Street Slips to Weekly Loss as Post-election Jubilation Ends, Focus Back on Rate Cuts
Trading Volume TOP20 | "AI Bull Stock" palantir soared more than 11%! Announced the transfer to nasdaq for listing; Cryptos concept stocks generally rose, Coinbase up nearly 10%
On Friday, Tesla, the top trading volume in the U.S. stock market, closed up 3.07%, with a turnover of 36.387 billion U.S. dollars. Nvidia, ranked second, fell by 3.26%, with a turnover of 35.606 billion U.S. dollars.
U.S. stock market early session | All three major indexes fell, disney rose more than 3% against the trend; “Trump trade” warmed up! DJT rose more than 3%, Tesla and MSTR rose over 2%.
As of the time of publication, the Dow Jones Industrial Average fell by 0.40%, the Nasdaq fell by 1.19%, and the s&p 500 index fell by 0.67%.
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.
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.
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.
Daily options tracking | Electric car companies are about to face a "storm?" Large options trades still bet on Tesla's rise; the audit turmoil continues! Super micro computer put trade surges.
Disney's performance exceeded expectations, with strong growth in its streaming business, surging over 6% overnight. Call options saw a rush in buying, accounting for 70% of the trading volume, with the 115-dollar strike price call options expiring today being the most traded, totaling over 0.0261 million contracts.
US Stocks Have Already Returned a Third of Post-election Gains
The top institutions have disclosed their Q3 US stock hold positions! They are still heavily invested in technology stocks, but some signs are emerging.
Recently, the 13F reports of institutional investors in the US stock market have been released one after another, becoming an important channel for outsiders to understand the investment trends on Wall Street.
With the election risks dissipated, investors are frantically scooping up risk assets! Is there now no obstacle to the rise of the U.S. stock market?
Options investors are flocking into the US stock market to bet heavily on higher-risk stocks, which has supported the rising trend of US stocks against the backdrop of fading concerns over the election and the expectation that the Republicans will securely hold power in Congress next year.
Be cautious! A new wave of inflation may be on the way.
Greenlight Capital's President David Einhorn expressed that the election results are good for avoiding the political stability issues he was worried about not long ago. However, in terms of the economy, he expects that Trump's second term policies will bring about higher inflation, thus leading to a bigger problem.