106274462
commented on and voted
Hi mooers! ![]()
Need a quick update on the week of Dec 15–19 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Micron Technology (MU.US)$ and $Nike (NKE.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
For more companies' detailed earnings resul...
Need a quick update on the week of Dec 15–19 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Micron Technology (MU.US)$ and $Nike (NKE.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
For more companies' detailed earnings resul...
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106274462
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Hello mooers!
U.S. markets traded cautiously ahead of the Fed, but still inched higher — $NASDAQ 100 Index (.NDX.US)$+1.01%, $S&P 500 Index (.SPX.US)$+0.31%, and $Russell 2000 Index (.RUT.US)$+0.84% — leaving the major indices just shy of new all-time highs. The more important story: mega-cap correlation has collapsed to the lowest level since 2019, signaling a market shifting from index-driven trades to ...
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106274462
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The S&P 500, Dow industrials and Nasdaq Composite all rose slightly Friday as a better-than-expected U.S. inflation report and strength in Meta, Salesforce and other select Big Techs outweighed resumed weakness for cryptocurrencies.
The $Nasdaq Composite Index (.IXIC.US)$ added 72.99 points (0.3%) to a 23,578.13 close, while the $Dow Jones Industrial Average (.DJI.US)$ gained 104.05 ticks (0.2%) to 47,954.99 and th...
The $Nasdaq Composite Index (.IXIC.US)$ added 72.99 points (0.3%) to a 23,578.13 close, while the $Dow Jones Industrial Average (.DJI.US)$ gained 104.05 ticks (0.2%) to 47,954.99 and th...
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We have moved from the season of hope to the week of proof. After weeks of navigating the crosscurrents of AI skepticism and liquidity withdrawal fears, the market arrives at a critical convergence. The test is binary and unforgiving: Oracle is tasked with underwriting the AI narrative, while the Fed must thread the needle with a delicate 'Hawkish Cut' to cool expectations without freezing the market. This dual audit of corpora...
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$NVIDIA (NVDA.US)$ just won political cover to ship its H200 AI accelerator to approved customers in China, with President Trump saying the United States will take a 25% cut of revenue on those chips and applying a similar framework to $Advanced Micro Devices (AMD.US)$ and $Intel (INTC.US)$ . The Commerce Department now has to turn that headline into actual licenses and compliance rules.
For investors, this is not only about reopening a gian...
For investors, this is not only about reopening a gian...
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Global AI ASIC leader $Broadcom (AVGO.US)$ is set to release its FY2025Q4 earnings after the closing bell this Thursday. The market is primarily focused on the production ramp-up of the $Alphabet-C (GOOG.US)$ TPU business and the volume production timeline for future ASIC orders from other vendors.
Option Market Signals
Ahead of Thursday's post-market earnings report, Broadcom options activity signals a heightened state of alert as I...
Option Market Signals
Ahead of Thursday's post-market earnings report, Broadcom options activity signals a heightened state of alert as I...
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As one of the most richly valued companies in retail, $Costco (COST.US)$ ’s revenue growth actually slipped to single digits starting in 2023, yet its valuation remained high after 2023. Can Costco sustain its premium valuation? In the near term, the key watch items are membership income and net new store openings. Over the long term, the question is whether ultra-fast deliveries in the U.S. e-commerce will threa...
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SpaceX just quietly turned into a “super mega cap in waiting.” Latest headlines are talking about an IPO as early as next year with a potential US$1.5 trillion valuation.
The problem: you still can’t buy SpaceX directly—so money is rushing to anything close to its orbit.
1. Musk’s own listed flagship: $Tesla (TSLA.US)$
If SpaceX does list at a trillion-plus, Musk’s overall empire becomes even more financial-market-driven. Tesla is...
The problem: you still can’t buy SpaceX directly—so money is rushing to anything close to its orbit.
1. Musk’s own listed flagship: $Tesla (TSLA.US)$
If SpaceX does list at a trillion-plus, Musk’s overall empire becomes even more financial-market-driven. Tesla is...
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Oracle’s Q2 FY26 results showcase a soaring AI cloud backlog and strong OCI growth, but also sharply higher capex, negative free cash flow and rising debt, putting Oracle’s balance sheet in the spotlight.
From here, the story is less about signing even bigger AI deals, and more about turning the existing backlog into revenue, earnings and cash while keeping the balance sheet under control.
Key Financial Results
For Q2 FY26 (quarter ended N...
From here, the story is less about signing even bigger AI deals, and more about turning the existing backlog into revenue, earnings and cash while keeping the balance sheet under control.
Key Financial Results
For Q2 FY26 (quarter ended N...
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$GE Vernova (GEV.US)$ is an energy technology company that builds and services gas and renewable power plants and grid equipment, providing generation and electrification solutions for utilities, industry and increasingly AI data centers worldwide.
GE Vernova's stock price closed over 15% higher at a new all-time high, pushing its market capitalization close to $200 billion, with year-to-date gains already exceeding 120%.
The key numbers behind...
GE Vernova's stock price closed over 15% higher at a new all-time high, pushing its market capitalization close to $200 billion, with year-to-date gains already exceeding 120%.
The key numbers behind...
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