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US Stock Outlook | Investing 500 billion dollars in building AI infrastructure! The US stock AI Industry Chain is reacting enthusiastically, with Oracle's stock soaring 10% in pre-market trading; Netflix's stock price surpassing 1000 dollars in pre-market
The oil and gas exploration and production Sector surged in pre-market trading, with US Energy rising over 37%; United Airlines increased nearly 4% in pre-market, with Q4 performance exceeding expectations and travel demand continuing to be robust.
The three major U.S. stock index futures all rose, with the S&P 500 Index approaching a new high | Highlights for tonight.
① Oracle pre-market surged nearly 10%, up over 7% in the previous trading day; ② Netflix pre-market surged 15%, Q4 Earnings Reports exceeded expectations; ③ Microsoft relaxed exclusivity, allowing OpenAI to use competitors' Cloud Computing Service.
Concerning "Trump 2.0" and the Federal Reserve! Deutsche Bank warns that U.S. stock investors have misjudged certain matters.
① Deutsche Bank pointed out that investors may have mispriced events affecting the US stock market in 2025; ② The bank listed three major "misalignments": the market being overly optimistic about interest rate cuts, underestimating Trump's tariff plans, and overvaluations.
In order to not let the U.S. stock market down, Trump must achieve results within the first hundred days of taking office.
Analysts indicate that the first 100 days of Trump's second term are crucial for proving his ability to fulfill promises; otherwise, market valuations may face a reset.
Daily Options Tracking | Overnight surge of over 42%, the quantum computing "meme stock" RGTI made multiple call options earn five times; NVIDIA returned to the $140 mark, with the Call options proportion rising to 70%.
RGTI surged over 42% yesterday, with Options Chain volume rising to 0.429 million contracts. On the Options Chain, Call options are trading actively, with the highest volume for the $15 strike call expiring this Friday, reaching nearly 0.022 million contracts.
Most Investors Expect One or Two Fed Rate Cuts This Year, BofA Survey Says -- Market Talk