EV stocks revving up! Futures higher led by gains in big tech like $Microsoft(MSFT.US$ , $Amazon(AMZN.US$ & $Tesla(TSLA.US$ despite recent yield pressures.All eyes on Fed's Bowman & Mester today after Powell/Jefferson signaled higher rates for longer.
No major econ data but jobless claims & home sales due Thu. $Tesla(TSLA.US$ $XPeng(XPEV.US$ among EV names catching a bid on individual catalysts.
No major econ data but jobless claims & home sales due Thu. $Tesla(TSLA.US$ $XPeng(XPEV.US$ among EV names catching a bid on individual catalysts.
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$NVIDIA(NVDA.US$ may generate more data center revenue this year than in the past six years combined.
Data center revenue could double to $95 billion in FY25, compared to $87.7 billion in revenue from FY18 through FY24.
Data center revenue could double to $95 billion in FY25, compared to $87.7 billion in revenue from FY18 through FY24.
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JPMorgan's Jamie Dimon warns the world is on fire — and plenty of people are way too bullish
Jamie Dimon is deeply concerned about international relations — and worries investors are too optimistic about threats such as inflation, interest rates, and recession.
The JPMorgan CEO made his case in a dour shareholder letter published on Monday.
"We may be entering one of the most treacherous geopolitical eras since World War II," Dim...
Jamie Dimon is deeply concerned about international relations — and worries investors are too optimistic about threats such as inflation, interest rates, and recession.
The JPMorgan CEO made his case in a dour shareholder letter published on Monday.
"We may be entering one of the most treacherous geopolitical eras since World War II," Dim...
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1. $Salesforce(CRM.US$ or $HubSpot(HUBS.US$ acquires $Twilio(TWLO.US$ to redefine what customer engagement can become.
2. $Advanced Micro Devices(AMD.US$ or $NVIDIA(NVDA.US$ make a strategic acquisition in the quantum computing space, aiming to leapfrog competitors in the race for quantum supremacy and secure a future position in high-performance computing markets
3. $Netflix(NFLX.US$ acquires $Paramount Global-B(PARA.US$...
2. $Advanced Micro Devices(AMD.US$ or $NVIDIA(NVDA.US$ make a strategic acquisition in the quantum computing space, aiming to leapfrog competitors in the race for quantum supremacy and secure a future position in high-performance computing markets
3. $Netflix(NFLX.US$ acquires $Paramount Global-B(PARA.US$...
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Here’s why Big Tech is scrambling to purchase Nvidia’s $NVIDIA(NVDA.US$ GPUs as quickly as possible:
Nvidia explains that a $1 investment in GPUs and networking can create $5 in revenue for CSPs over four years via GPU renting.
Nvidia explains that a $1 investment in GPUs and networking can create $5 in revenue for CSPs over four years via GPU renting.
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The $GOOGL bear case is pretty loud right now (Search monopoly facing first real threat from GenAI).
Predicting the future here is tough but worth at least exploring a strawman for a more constructive outcome in search for $Alphabet-A(GOOGL.US$ .
Some thoughts and search comparisons:
#1 : Search queries are growing. Some have stated this is not the case but pay attention to footnotes in these exhibits ("does not represent any specific data" ?). Last week, $GOOGL Chief Business Officer stated "...
Some thoughts and search comparisons:
#1 : Search queries are growing. Some have stated this is not the case but pay attention to footnotes in these exhibits ("does not represent any specific data" ?). Last week, $GOOGL Chief Business Officer stated "...
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Current situation:
1. The $S&P 500 Index(.SPX.US$ can't decide if the top is in or not
2. Tech stocks are falling like the bull market is over
3. $CBOE Volatility S&P 500 Index(.VIX.US$ is near its lows like the bull market just started
4. The Nasdaq is down 600 points in 10 days like Nvidia already missed earnings expectations
5. Bond markets are down like we are in risk-on mode
Welcome to a market controlled by $NVIDIA(NVDA.US$ .
$Amazon(AMZN.US$ $Microsoft(MSFT.US$
1. The $S&P 500 Index(.SPX.US$ can't decide if the top is in or not
2. Tech stocks are falling like the bull market is over
3. $CBOE Volatility S&P 500 Index(.VIX.US$ is near its lows like the bull market just started
4. The Nasdaq is down 600 points in 10 days like Nvidia already missed earnings expectations
5. Bond markets are down like we are in risk-on mode
Welcome to a market controlled by $NVIDIA(NVDA.US$ .
$Amazon(AMZN.US$ $Microsoft(MSFT.US$
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JPMorgan today raised its price target on Facebook $Meta Platforms(META.US$ to $535 from $420 while maintaining its Overweight rating
JPMorgan lowered its target on Apple $Apple(AAPL.US$ to $215 from $225 while maintaining its Overweight rating
JPMorgan raised its target on Amazon $Amazon(AMZN.US$ to $225 from $190 while maintaining its Overweight rating
JPMorgan lowered its target on Apple $Apple(AAPL.US$ to $215 from $225 while maintaining its Overweight rating
JPMorgan raised its target on Amazon $Amazon(AMZN.US$ to $225 from $190 while maintaining its Overweight rating
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All the headline numbers have showed that the labor market is incredibly strong.
But is it really?
Currently, the US has a record ~8.6 MILLION people that are holding 2 or more jobs.
Since 2020, nearly 2.6 million people have taken on an additional job.
Even in the 2008 financial crisis, the worst recession since the Great Depression, this did not happen.
On top of this, 10 of the last 11 months have seen downward revisions in their jobs number.
Is the labor market really THAT strong?
$Nasdaq Composite Index(.IXIC.US$ $Dow Jones Industrial Average(.DJI.US$ $SPDR S&P 500 ETF(SPY.US$
But is it really?
Currently, the US has a record ~8.6 MILLION people that are holding 2 or more jobs.
Since 2020, nearly 2.6 million people have taken on an additional job.
Even in the 2008 financial crisis, the worst recession since the Great Depression, this did not happen.
On top of this, 10 of the last 11 months have seen downward revisions in their jobs number.
Is the labor market really THAT strong?
$Nasdaq Composite Index(.IXIC.US$ $Dow Jones Industrial Average(.DJI.US$ $SPDR S&P 500 ETF(SPY.US$
$Alphabet-C(GOOG.US$ was one of my biggest positions and has done well for me over the years, but I want to go on the sidelines right now.
1. Search is over 50% of $Alphabet-A(GOOGL.US$ 's revenue, and it is becoming increasingly apparent to me that LLMs, when combined with the proper UI and flow, are a better solution to solving the core problem that Google Search addresses, which is answering a question. The other issue that is becoming clearer is that we will so...
1. Search is over 50% of $Alphabet-A(GOOGL.US$ 's revenue, and it is becoming increasingly apparent to me that LLMs, when combined with the proper UI and flow, are a better solution to solving the core problem that Google Search addresses, which is answering a question. The other issue that is becoming clearer is that we will so...
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