Tech giant financial reporting season is coming again, and this time the focus is still on: nvidia and capital expenditures
Analysts believe that considering the expensive stock price and the high base figure from the same period last year, nvidia's Q3 performance may face challenges, with investors closely monitoring its AI investments and the situation with the Blackwell chip. In terms of capital expenditures, Wall Street generally expects them to continue to surge, but still bullish on the potential of AI.
Tonight, is usa's retail data going to be amazing?
Bank of America expects that the US Census Bureau will carry out an "extreme" seasonal adjustment, pushing retail sales in September to surge by 0.8% month-on-month, far exceeding the general market expectations. Bank of America stated that this retail data is released following the "encouraging" GDP and non-farm payroll data, making it "significant"; if the data spikes as expected, it may increase the probability of an economic "soft landing" and intensify the uncertainty of the Fed's interest rate cut prospect.
E-mini Russell 2000 index has risen for four consecutive days! With the support of two major bullish factors, can small cap stocks continue to rise?
Wall Street is bullish on the future prospects of small cap stocks, mainly due to the bullish performance of banks, as well as the resurgence of the 'Trump trade'.
Will the 'frenzy' in the US stock market eventually cool down? Institutions warn: Next year may experience a 26% crash.
Stifel's strategists at the investment firm believe that this "frenzy" may push the s&p 500 index to around 6400 points, but next year it will fall back to the level at the beginning of this year.
Greenlight Capital's Einhorn: The current U.S. stocks are the most expensive in decades, Buffett selling stocks to hoard cash is a warning signal.
Einhorn stated in the investor letter that Greenlight Capital's performance significantly lagged behind the market for the whole year, and may continue to perform poorly in the future. Mr. Buffett once again sold most of his stock portfolio and hoarded cash, indicating that now is not a good time to heavily hold stocks, although this does not mean the stock market will decline in the short term.
Daily options tracking | United Airlines surged over 12%, earning 4 times the daily call volume; Coinbase rose 7%, with two big $20 million options trades last night.
Last night, Nvidia had three options transactions of over $20 million each. Among them, calls with a strike price of $130 expiring on March 31, 2025 were respectively sold and bought 0.012 million contracts, involving $26.55 million and $26.28 million.