The battle for market cap supremacy among the three technology giants has begun! Who will be the first to break through 4 trillion?
Analysts at Wade Bush Securities believe that Apple, Nvidia, and Microsoft are gradually breaking through the $3 trillion market cap mark and heading towards $4 trillion. The analyst believes that Apple will be the first US company to reach a $4 trillion market cap, followed by Nvidia and Microsoft.
Schroder Investment: Under the influence of multiple factors, the outlook for the stock market remains relatively constructive.
Schroder Investment believes that after recent market fluctuations, the future outlook of the stock market remains relatively constructive. Despite high valuations, strong earnings support, and the recent rate cuts should provide further support.
Goldman Sachs predicts that the future return on investment (roi) of US stocks will be as low as 3% over the next decade, a prediction that has been criticized by many Wall Street professionals.
At present, there is no reason to believe that, as time passes, the economy and the market will face insurmountable challenges. Long-term bargaining remains unbeatable, long-term investors can expect this trend to continue.
Hedge fund chief investment officer: If Trump wins, the US stock market will rise sharply!
The chief investment officer of a hedge fund stated that if Trump wins the November election, the US stock market will rise significantly, which is good news for private equity.
The USA election is in full swing, but Wall Street seems to have made a choice!
In european stock markets and inflation, Wall Street has already made their choice - betting on Trump's return to the White House.
Goldman Sachs 'sings a different tune'! Wall Street bulls: It's unlikely that the US stock market will fall into a 'lost decade'.
1. Goldman Sachs predicts that after experiencing a high-growth period in the past decade, the US stock market will face a "lost decade"; 2. Wall Street long-time bull Ed Yardeni believes that Goldman Sachs' forecast of low returns for the US stock market in the next ten years is too conservative; 3. He believes that the next decade will see a stock market boom similar to the "roaring 20s".
U.S. stock market closing review: U.S. stocks fell, Dow Jones plummeted by 400 points. tesla's profits exceeded expectations, and surged significantly after hours.
On Wednesday (October 23), the US stock market plunged significantly due to the rise in US Treasury yields, with market sentiment under pressure. The Dow Jones Industrial Average index plummeted nearly 400 points, marking the largest single-day drop in over a month.
Citic Securities: U.S. stocks rise to exhaust optimism, beware of liquidity turning downward beyond expectations.
With the outcome of the election settled and bullish factors already reflected, and with liquidity continuing to shrink, the risk of a pullback in the US stock market is increasing.
The important driver of the continuous rise of the "anchor of global asset pricing": Fed officials calling for a "hawkish rate cut".
Daly said that as the inflation rate continues to decline, the Fed needs to make adjustments; other Fed officials generally expressed support for slowing the pace of rate cuts rather than continuing the extraordinary pace of up to 50 basis points in September.
Express News | The probability of Trump winning on Polymarket has risen to 64.5%, leading Harris by nearly 30 percentage points.
Futu Morning Post | Record again! Nvidia's strong rise of over 4% hits a new high, market cap approaching Apple; bullish sentiment surging! Hedge funds panic-buying US stocks.
Multiple Fed officials have spoken out in support of gradual interest rate cuts, leading to a sharp drop in long-term US Treasury bonds; Latest polls: Trump and Harris are neck and neck in 7 key battleground states; Qualcomm has released a new version of its smart phone chip, shifting towards self-research.
Top 20 Turnover | nvidia rose more than 4% to hit a record high, with a market cap exceeding $3.5 trillion.
Tesla, ranked second in trading volume on Monday in the US stock market, fell by 0.84%, with a turnover of $10.317 billion; Coinbase, ranked 12th, fell by 2.95%, with a turnover of $2.697 billion; Boeing, ranked 14th, rose by 3.11%, with a turnover of $2.132 billion.
Afraid that US stocks are overvalued and hesitant to chase? Wall Street: These safe havens may be worth investors' attention.
Analysts say, "Looking at the US stock market now is like watching a clown blow up a balloon. When this huge bubble bursts, the scene will be very spectacular."
Top economists warn of the risk of a sharp drop in US stocks and recommend investors to pay attention to these stocks...
①Top economists warn that the stock market in the usa is experiencing a bubble and there is a risk of a significant drop; ②He advises investors to pay attention to several key sectors and to add 'a dose of insurance' to their investment portfolios.
taiwan semiconductor's strong performance once again ignites the AI craze! Will the AI sector usher in a new round of uptrend?
Wedbush analyst believes that with the establishment of the next generation ai infrastructure, by 2027, the size of the entire ai infrastructure market dominated by nvidia's AI GPU may increase significantly by 10 times. It is estimated that capital expenditures in the field of ai will reach 1 trillion US dollars in the next three years.
More and more data support the usa economy not landing! Will the US stock market continue to play music and dance?
Bank of America and UBS Group and other institutions have recently pointed out that the possibility of the US economy not landing is increasing...
Will the volatility of US stocks intensify before and after the election? Wall Street analyst: US stocks may see a short-term pullback of 7%.
①With the gradual approach of the US general election, the market is paying more attention to the recent volatility risk of US stocks; ②Recently, according to technical analyst Mark Newton from Fundstrat, purely from a technical analysis perspective, it is expected that the US stock market may experience a 7% pullback by mid-November.
A millionaire a day! Musk will randomly give away 1 million dollars every day before the election.
①On Saturday, Musk announced that he will provide a chance to win $1 million daily to registered voters who sign a petition; ②Through the petition, more battleground state voters will register to vote for Trump, and this also provides a large amount of potential voter information for the Republican campaign organization.
Is the global stock market rising all over the place reassuring? Goldman Sachs' top traders say it's not time for All-in yet, save some ammunition for after the election.
Goldman Sachs hedge fund research director Pasquariello pointed out that the prospects for 9.5 trillion US dollars of money market assets entering the stock market, based on the experience of eight interest rate cut cycles since 1984, show that the Fed's loose monetary policy usually triggers capital inflows into the money market rather than outflows. However, US stock investors should not despair, as Goldman Sachs expects share buybacks for both this year and next year to reach $1 trillion; a steeper preference in the US interest rate curve will strengthen financial stocks.
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'.