NASDAQ reaches 20,000 point milestone! Tesla led a group of tech giants to reach new highs. Has the Christmas market started?
Historically, every year on the seven trading days after Christmas, that is, the five trading days at the end of the year and the first two trading days of the following year, investors tend to go long, and US stocks are likely to rise. This seven-day market is called the “Christmas market.” The data shows that in the past 70 years, the S&P 500 index has an 80% chance of rising in these seven trading days.
Wall Street interprets CPI: Without changing the “gradual easing” of the Federal Reserve, strong core inflation supports the suspension of interest rate cuts in January
Analysis suggests that the CPI, which meets expectations, demonstrates that the cooling of inflation has basically stagnated in recent months. While this is not enough to disrupt the year-end bull market in U.S. stocks, it also means that an interest rate cut next week is not guaranteed, especially with the potential inflation upward risks brought by Trump's tariffs and fiscal expansion next year drawing attention. The yield on 10-year U.S. Treasuries first fell and then rose.
BMW Takes Down Appreciation For Tesla FSD, Dashing Hopes Of A Licensing Deal With The EV Giant: Elon Musk Says 'Too Bad'
Almost 100%! Wall Street is convinced that the Federal Reserve will definitely cut interest rates next week.
Analysis suggests that the Federal Reserve will not deviate from the path of interest rate cuts in December, and there is reason to remain optimistic about the downward trend in inflation, with the most stubborn housing inflation normalizing, and seasonal factors possibly fading in the inflation reports over the coming months.
The two major US Energy giants are targeting the "fat" of the AI era: powering Datacenters.
Executives from the two major Energy giants in the USA, Chevron and Exxon Mobil, stated on Wednesday that they are considering entering the Electrical Utilities Industry and discussing the use of Henry Hub Natural Gas and carbon capture technology to supply power to AI Datacenters in the Technology sector. Previously, USA oil companies typically only produced power for their own Business. However, amid the current surge in demand, they are attempting to enter a broader Electrical Utilities market.
Will the new FTC chairman ease regulations for Google? On Wednesday, U.S. technology stocks surged collectively thanks to his contributions.
① On Wednesday, U.S. technology stocks rose sharply, and in addition to the frequent good news from tech giants, Trump's appointment of Andrew Ferguson as the new chairman of the Federal Trade Commission also sparked optimism; ② Ferguson is one of the five current commissioners of the committee, and the market expects that his appointment may lead to an end to the antitrust investigation against Google's parent company, Alphabet.
Jim Cramer Bullish On Netflix Nearing $1,000 And AMD's 'Cheap' Valuation Despite Nvidia Dominance
The "Wall Street Oracle" predicts that the U.S. stock market will rise then fall next year, with Trump and Musk posing risks for the decline.
① Tom Lee, the co-founder of Fundstrat, known as the "Wall Street Oracle," predicts a mid-year target of 7000 points for the S&P 500 Index in 2025, with a year-end target of 6600 points, reflecting an overall increase of 8%. ② He believes that supporting factors for the US stock market next year include interest rate cuts by the Federal Reserve and Trump's tax cut policy, but Musk's Government Efficiency Department and Trump's tariffs may hurt the USA GDP.
The entry point for AI agents, is Google eventually going to make glasses?
Google's multimodal virtual assistant Astra is considered the future of Google AI. Analysis suggests that Google plans to launch some Hardware that supports Astra—smart glasses are particularly well-suited for the tasks Google aims to accomplish with Astra.
Google targets OpenAI, concentrating fire to fiercely attack AI Asia Vets.
① Gemini 2.0 will be the latest generation model supporting Google's Asia Vets development; ② The first to be launched is the more powerful Gemini 2.0 Flash experimental version compared to Gemini 1.5 Pro.
The communication chip giant with a Market Cap second only to NVIDIA! What is the performance of Broadcom?
When it comes to stocks benefiting from the development of AI, in addition to the superstar NVIDIA, Broadcom certainly ranks highly. As the absolute leader in the communication chip sector, the network chips provided by Broadcom are essential for data transmission between AI Chip clusters and other aspects. Standing at the forefront of this wave of AI, Broadcom's stock price has also surged for two consecutive years, becoming the chip giant with a Market Cap second only to NVIDIA.
Cathie Wood's Ark Invest Trims Tesla Exposure Amid Searing Rally, Sells $21.8M Worth Of Stock — Bets On This AI Medical Company
NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.
Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called
Trump is reportedly going to ring the bell at the NYSE today; what does this signify?
① According to media reports, the USA's incoming president Trump will go to the NYSE on Thursday to ring the opening bell and deliver a speech; ② There are reports that Trump will be named Time Magazine's Person of the Year for 2024, but this has not yet been confirmed by Time; ③ Since Trump's announcement of victory, the three major US stock indices have risen repeatedly, with the market encouraged by promises of tax cuts and deregulation.
Gamestop, Adobe, Meta, Candel Therapeutics, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
SA Charts: Tick Higher in Nov. Consumer Inflation Came Amid Moderating Decline in Energy Prices
The Nasdaq is at 20,000 points! Besides US Treasury bonds, American investors are Buying everything.
After the release of USA's November CPI data on Wednesday, investors seem to have finally "confirmed" that the Federal Reserve's interest rate cut next week is a done deal; financial markets across asset classes on Wednesday also appeared quite uplifting; apart from the decline in USA Treasuries, investors are buying everything else - USA stocks are rising, Gold is rising, the dollar is rising, Crude Oil Product is rising, and Cryptos are rising...
Trump's first day in office plans revealed: plans to issue more than 25 executive orders to reshape US policy
According to media reports, Trump plans to issue more than 25 executive orders on his first day in office, attempting to significantly reshape USA government policies on a range of issues from immigration to Energy; Sources say that Trump has told his team that he aims to "make a splash" with a series of executive orders on his first day.
ChatGPT integrates with the Apple ecosystem, Siri learns to ask for 'external help', and Asia Vets achieves higher visual intelligence.
① Support for Apple devices that use Asia Vets can enable the ChatGPT feature; ② When Siri determines the task is too complex, it can hand over difficult questions to ChatGPT; ③ ChatGPT brings enhanced visual intelligence capabilities to Apple devices.
Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.
In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.