Apple Remains Top Pick at Morgan Stanley as Analysts Remain Bullish Heading Into 2025
Daily Options Tracking | Entering the trillion-dollar Market Cap club! After Broadcom's earnings report, multiple call contracts earned over 10 times profit; is Bitcoin aiming for the $0.11 million mark? MSTR's implied volatility rose to 112% last Friday.
SoundHound AI rose over 23% on the previous trading day, with the Call ratio increasing to 71%, and the Options Chain volume increasing by 2.77 times to 0.525 million contracts. On the Options Chain, bulls are the market Block Orders, with the highest Call volume for this Friday's expiration at strike prices of $20 and $10, respectively 0.024 million and 18,000 contracts.
The most anticipated S&P 500 Star Stocks of 2025: These 10 stocks are expected to stand out, with a potential increase of up to 50%.
Rapid growth or steady value? Under the enthusiastic recommendation of Wall Street Analysts, these 10 S&P 500 Stocks have emerged.
Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.
① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.
Amazon Teamsters Threaten Strike Ahead Of Crucial Holiday Season: 'We Are Going To Hold This Company Accountable'
Sources indicate that Apple plans to launch a thinner iPhone and a foldable smartphone.
Apple also plans to launch two foldable devices, aiming for a release in 2026.
Major changes! Apple is reportedly developing ultra-thin and foldable iPhones.
According to reports, Apple plans to launch a thinner iPhone model than the current version starting next year, which will be cheaper than the Pro series; in addition, Apple will also develop two foldable devices, one larger that can be used as a laptop, and another smaller that can function as a foldable iPhone.
Are cracks appearing in NVIDIA's empire? Broadcom joins the trillion-dollar club as ASIC is set for the next high-growth track.
① Broadcom recently surged by 24%, reaching a record closing high and becoming the third Global Semiconductor company with a Market Cap exceeding one trillion dollars; ② Compared to traditional chips like CPU and GPU, ASICs have a more targeted computational capability; ③ Brokerages believe that large-scale customers are actively investing in ASICs, which will further expand the market size.
What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...
① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.
Is Cook restless too? It has been reported that he dined with Trump at Mar-a-Lago...
① Apple CEO Cook dined with Trump at Mar-a-Lago, marking their first meeting since Trump's election win. ② Cook has become the latest technology giant executive to meet with the elected president, following contact with executives from OpenAI, Meta, Amazon, and others.
The battle of million GPU computing clusters! Broadcom predicts that three major cloud companies will deploy AI supercomputers with 1 million XPUs in the fiscal year 2027.
Broadcom also expects that by 2027, the serviceable available market (SAM) for AI XPU and networks will reach between 60 billion to 90 billion dollars, and the company is expected to capture a leading share in this market.
Institutions: A "new approach" to evaluating the valuation of the US stock market.
Source: CICC Insights Authors: Liu Gang, Wang Zilin Last week, the Nasdaq Index first broke through the 0.02 million point barrier. Although concerns about high valuations and potential economic stagnation following Trump's inauguration remain, the U.S. stock market has continued to rally after the Fed's interest rate cut in September and especially after the November elections, with the three major indices repeatedly reaching new highs. Despite these concerns not reversing the upward trend of U.S. stocks, they have indeed increased alongside the market reaching new heights. So, at the current position, how high is the valuation of U.S. stocks? How high of a valuation level can the current growth and liquidity environment support? How should the valuation issue of U.S. stocks be viewed? In this regard, we take a longitudinal perspective.
Futu Morning News | Ready for the "Federal Reserve Decision Day"! More than 20 central banks from various countries will hold meetings this week; the adjustment of Nasdaq 100 constituents will take effect next week! Palantir and MSTR have been included.
This week's highlights from the Federal Reserve: There's no doubt about a rate cut in December, but January remains uncertain; Tesla's stock rose over 4% to a new high, and reports indicate that Trump's team is seeking to abolish the requirement for accident reports for autonomous vehicles.
What kind of outcome will "irrational exuberance" combined with interest rate cuts bring?
As the Federal Reserve prepares to further ease monetary policy against a backdrop of relatively loose financial conditions, the fiscal policy in the USA remains highly expansive. The resulting turmoil in the Bonds market is beginning to extend to the stock market, with the Dow Jones setting a record for its longest consecutive decline in four years last week.
This week's focus for the Federal Reserve: A rate cut in December is a certainty, but uncertainty exists for January.
Due to Doves' remarks by Goolsbee hinting that the possibility of interest rate cuts may slow down in 2025, market expectations for rate cuts have tightened. Morgan Stanley believes that the market's expectations for a rate cut in January next year are relatively cautious because Goolsbee's comments were made before the inflation data was released, and the ongoing slowdown in inflation, especially housing inflation, will prompt the Federal Reserve to cut rates consecutively in the December and January meetings.
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