U.S. stock market early session | All three major indexes rose collectively! High-performing stocks surged in volume, salesforce rose over 10%, marvell technology rose about 20% to reach a new high.
On the evening of October 4, 2023, US stocks opened higher on Wednesday. Investors are waiting for the upcoming speech by Federal Reserve Chairman Powell. In the USA, the ADP employment numbers for November increased by 0.146 million, which is below expectations. The market is paying attention to the political turmoil in South Korea and France.
The Nasdaq 100's annual "reshuffle" is about to begin! Who is likely to join, and who will be phased out?
This year's star stocks palantir, MSTR, and others are expected to be included.
US Stock Preview | Financial reports of technology stocks such as Safetech and Mewell boost confidence! The three major periods showed a collective rise before the market
Okta surged 14% in the premarket! Q3 performance exceeded expectations, and AI applications continued to explode; Apple “stood by” Amazon and said it was considering pre-training large models using its AI chips.
US stock gold rush | AI technology stocks have surged, with stock prices hitting new all-time highs! Data connector Credo skyrocketed nearly 50% overnight, and the intelligent connectivity platform Astera followed with an increase of over 12%.
"Chopping hands" doesn't stop! Retail stocks walmart and costco hit new highs again, consumer shopping data continues to exceed expectations.
Daily options tracking | Meta options earned 10 times overnight! Seeking commercial nuclear power for AI, stock price hits a historical high; "AI star stock" palantir rises nearly 7% again, multiple call options expiring this Friday earn over 5 times.
After intel's CEO retired, the board of directors is searching for a replacement, while a major shareholder sold $2 million in put options to bet on a rise in price.
Asia-Pacific Markets Mixed as Caution Grips Market Following Political Turmoil in South Korea
China's Services PMI Fall in November From October's Three-month High, Misses Expectations
Trump has finally compromised! The transition team has signed the official background check agreement with the Department of Justice in the USA.
① The team of USA's incoming president Trump has reached an agreement with the Department of Justice, allowing the FBI to conduct background checks on the nominee and members of the transition team, to support the government transition; ② This agreement was originally planned to be signed on October 1, but the Trump team was reluctant to sign it, slowing down the entire process; ③ Trump's nominee for Secretary of Defense, Pete Hegseth, may become the focus of the background check as he has been accused of sexual assault and alcohol abuse.
Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
U.S. stocks in the early market | The three major indexes showed mixed results, with the Nasdaq rising slightly, most AI concept stocks increasing, palantir up over 5%, and super micro computer up over 8%.
peking time on the evening of the 3rd, the US stock market opened with mixed gains and losses on Tuesday. US stock trade enters the end of the year, with both the s&p 500 index and the Nasdaq hitting record highs yesterday. This week, the market is focusing on the US November non-farm employment data and the Federal Reserve's interest rate path issue.
US stock market outlook | Can it rise 4% more this year? JPMorgan expects the S&P index to reach a maximum of 6,300 points by the end of the year; the donald trump concept is back again! PSQ Holdings surged by 130% in pre-market trading.
Tesla's year-end target is approaching, with a further decline in deliveries in China; Has the US stock market rally peaked? The 'fear indicator' suggests there is still room for growth; Renowned valuation experts recommend buying the 'magnificent 7' technology giants during market adjustments.
US Stock Gold Mining | Black Friday trade continues to explode! Demand for upgrades stimulates apple to regain the global market cap top spot; retail stocks walmart and costco reach new highs collectively.
The 'audit scandal' ends? Super Micro Computer soared nearly 29% overnight! After external review found no improper behavior, the company replaced its CFO; Advertising agencies The Trade Desk may merge with streaming platform Roku, with the former's stock price reaching a new high, while the latter surged 11% in one day.
Daily options tracking | China assets ETF call options heavily bought; super micro computer stock price skyrocketed, making a huge profit on call contracts.
Apple rose nearly 1% yesterday, with its stock price surpassing its historical high, reclaiming the top position in global market cap, as a major investor bought 4,000 call options expiring on September 19, 2025, involving an investment of 4.38 million dollars.
Will the Federal Reserve lower rates in December? This week's non-farm data is crucial.
Citi stated that Friday's non-farm payroll report will be crucial for the Federal Reserve's recent policies and future direction. If employment data is strong and inflation strengthens in November, the Federal Reserve may pause interest rate hikes at the December FOMC meeting; conversely, there is a possibility of a 50 basis point rate cut. Citi analyst Andrew Hollenhorst mentioned in a report on December 2 that, according to Powell's latest views, the usa labor market has not stabilized and is still softening. This indicates that the current policy rate is restrictive and the labor market will not be a source of inflationary pressure. This is in contrast to the current market sentiment.
Is the usa experiencing a "CEO layoff trend"? The number of CEOs leaving this year has reached a record high.
①Last Sunday and Monday Eastern Time, both intel and Stellantis' CEOs announced their resignations, highlighting a wide trend in the entire business sector in the usa - the "layoff tide" of CEOs.②The number of CEO resignations in the usa has reached a record high this year, with more than 1800 CEOs announcing their resignations as of October, indicating an increased risk appetite and a desire for leaders to address the complex business environment and turn the company's situation around.
Asia Markets Mixed on Latest U.S. Trade Measures Blacklisting 140 More Chinese Entities
Technology remains the preferred sector! Ubs group outlook on US stocks in 2025: these four sectors are most likely to rise
① Analysts at ubs group suggest that investors allocate to technology, finance, industry, and utility stocks; ② Analysts indicate that technology remains the preferred sector, with expected gains next year likely to exceed large cap.
Futu Express | Three senior officials from the Federal Reserve speak intensively! They maintain an open attitude towards the interest rate decision in December; the Nasdaq and S&P hit new highs together, with Morgan Stanley predicting the S&P will reach 6
Central bank: Starting from the statistics of January 2025, the newly revised narrow mmf (M1) statistical caliber will be applied; the USA ISM manufacturing data is better than expected, with weak demand but signs of easing; the increasing burden of USA debt raises concerns about fiscal sustainability.
US stock outlook | Most china concept stocks are rising in pre-market, with miniso surging 16%; Bank of America’s 2025 investment strategy is coming! Bullish on small cap stocks.
Tesla rose 1.8% in pre-market trading, starting to launch the latest version of FSD, V13.2; the small cap drone stock UMAC surged over 21% in pre-market, with Trump's eldest son joining the company's advisory board; the record rise in the US stock market lays the foundation for an increase in December, and market sentiment is optimistic.
Daily options tracking | Multiple Tesla end-of-the-world call options are nearing a doubling, exposing the latest progress of siasun robot&automation; nvidia states that it is accelerating chip supply, and a big client splurged 9 million dollars on calls.
Two bitcoin ETF options with volume entered the top 20 ETFs, last Friday, BITO options traded 4.0783 million contracts, surpassing QQQ to take second place.