Mariela Angolo
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#周五分享会再来聊AI
This week is a relatively important week for US stocks
Both the Federal Reserve and individual companies have important data to be released
In addition to Non-Agricultural Week, this week is also earnings week
As the first earnings season progresses to the middle,
Nearly half of the S&P 500 companies have published financial reports.
Up to now, about 77% of companies have announced EPS that are higher than market expectations.
Among them, better-than-expected earnings reports from Alphabet and Microsoft had a positive impact on market sentiment.
In contrast, Meta's performance fell short of market expectations.
It presents a very different picture, but they all continue to invest in AI
Entering a new week,
The focus of the market will shift to the heavy financial reports of two of the “Big Seven” companies.
First, after Tuesday's market, Amazon will announce its results.
After the market on Thursday, Apple will release its earnings report.
Considering the decline in shipments in the Chinese smartphone market,
Analysts have lowered their performance expectations for Apple.
The market will also pay special attention to Apple's service revenue
As well as its further plans in the field of artificial intelligence.
In the semiconductor industry,
AMD's earnings report is expected to be the focus of the market after the market on Tuesday.
The continued growth of data centers is expected to be a supporting factor.
However, the PC side and gaming sector may be affected by cyclical factors.
On Wednesday, Qualcomm will share its views on AI PCs and AI phones.
Additionally, server manufacturer SMCI also deserves market attention.
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This week is a relatively important week for US stocks
Both the Federal Reserve and individual companies have important data to be released
In addition to Non-Agricultural Week, this week is also earnings week
As the first earnings season progresses to the middle,
Nearly half of the S&P 500 companies have published financial reports.
Up to now, about 77% of companies have announced EPS that are higher than market expectations.
Among them, better-than-expected earnings reports from Alphabet and Microsoft had a positive impact on market sentiment.
In contrast, Meta's performance fell short of market expectations.
It presents a very different picture, but they all continue to invest in AI
Entering a new week,
The focus of the market will shift to the heavy financial reports of two of the “Big Seven” companies.
First, after Tuesday's market, Amazon will announce its results.
After the market on Thursday, Apple will release its earnings report.
Considering the decline in shipments in the Chinese smartphone market,
Analysts have lowered their performance expectations for Apple.
The market will also pay special attention to Apple's service revenue
As well as its further plans in the field of artificial intelligence.
In the semiconductor industry,
AMD's earnings report is expected to be the focus of the market after the market on Tuesday.
The continued growth of data centers is expected to be a supporting factor.
However, the PC side and gaming sector may be affected by cyclical factors.
On Wednesday, Qualcomm will share its views on AI PCs and AI phones.
Additionally, server manufacturer SMCI also deserves market attention.
======= I am a dividing line =======...
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17
Mariela Angolo
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The US stock market experienced volatile trading this week. Among them, the S&P 500 index and Nasdaq index surged for three consecutive days, while the Dow Jones Industrial Average stopped for four consecutive days. Boeing's stock price rose and then fell after announcing the earnings report, and eventually closed down nearly 3% due to Moody's downgrade. Meanwhile, Tesla rose sharply by 12% after the earnings report was announced, the biggest increase in two years.
Meta's stock price plummeted 18% after the after-market earnings report was announced due to rapid revenue growth in the first quarter but poor future prospects and the expected sharp increase in AI spending. This also dragged down the NASDAQ 100 index by more than 1% in after-market trading. Google, on the other hand, continued its upward trend, rising to a record high for the third day in a row. In contrast, Nvidia dropped 3.3% after rising 2% at the beginning of the session and dived nearly 6% from the daily high.
In other sectors, US orders for core durable goods rose 0.2% month-on-month in March, indicating that commercial equipment orders only increased slightly, indicating that companies were cautious about demand prospects and curtailed investment. In the US Treasury bond market, demand for 5-year US bonds is poor, while 10-year US bond yields rose for the first time this week. On the money market side, the yen fell below 155 US dollars, hitting a new low since 1990 for three consecutive days, while the US dollar index rebounded after hitting a new low of nearly two weeks.
Crude oil prices turned upward in the short term after the US Energy Information Administration (EIA) released crude oil inventory data. Gold, on the other hand, fell for three consecutive days, and futures closed at a new low of nearly three weeks. In the metals market, London copper stopped falling two times in a row,...
Meta's stock price plummeted 18% after the after-market earnings report was announced due to rapid revenue growth in the first quarter but poor future prospects and the expected sharp increase in AI spending. This also dragged down the NASDAQ 100 index by more than 1% in after-market trading. Google, on the other hand, continued its upward trend, rising to a record high for the third day in a row. In contrast, Nvidia dropped 3.3% after rising 2% at the beginning of the session and dived nearly 6% from the daily high.
In other sectors, US orders for core durable goods rose 0.2% month-on-month in March, indicating that commercial equipment orders only increased slightly, indicating that companies were cautious about demand prospects and curtailed investment. In the US Treasury bond market, demand for 5-year US bonds is poor, while 10-year US bond yields rose for the first time this week. On the money market side, the yen fell below 155 US dollars, hitting a new low since 1990 for three consecutive days, while the US dollar index rebounded after hitting a new low of nearly two weeks.
Crude oil prices turned upward in the short term after the US Energy Information Administration (EIA) released crude oil inventory data. Gold, on the other hand, fell for three consecutive days, and futures closed at a new low of nearly three weeks. In the metals market, London copper stopped falling two times in a row,...
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Mariela Angolo
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The US CPI data for March was unexpectedly high, which lowered investors' expectations for the Federal Reserve to cut interest rates in the short term. The March PCE price index, which is due to be released this Friday, is expected to remain high, which is expected to remain high, which reinforces the market's expectation that interest rate cuts will need to be patient. According to general market forecasts, the PCE index may rise slightly to 2.6% year on year in March due to rising energy costs.
In terms of economic growth, the market expects the annualized annualized value of the US GDP in the first quarter to increase by only 2% compared to the initial quarterly value, which is a sharp slowdown compared to 3.4% in the previous quarter. This shows that under the influence of continued high interest rates, the US economy is beginning to show signs of deceleration. Despite this, the US economy showed some resilience throughout the last year, mainly due to increased consumer spending and local government spending.
Judging from the policy outlook, Federal Reserve officials may need to re-evaluate strategies to combat inflation, because current data shows that progress in fighting inflation has stalled. This could mean that the Federal Reserve will need to keep interest rates high for longer than expected.
This week is also an important earnings week. Many corporate giants will announce their quarterly results, and the market will pay close attention to these reports to assess the health of the economy and all walks of life. These data and reports will have an important impact on market sentiment and policy expectations.
$SAP SE(SAP.US$ $Cadence Bancorp(CADE.US$ $Seagate Technology(STX.US$ $Tesla(TSLA.US$ $Spotify Technology(SPOT.US$ $Texas Instruments(TXN.US$ $Meta Platforms(META.US$ $ServiceNow(NOW.US$ $Boeing(BA.US$ $Microsoft(MSFT.US$ $Alphabet-A(GOOGL.US$ $Western Digital(WDC.US$ $Exxon Mobil(XOM.US$
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In terms of economic growth, the market expects the annualized annualized value of the US GDP in the first quarter to increase by only 2% compared to the initial quarterly value, which is a sharp slowdown compared to 3.4% in the previous quarter. This shows that under the influence of continued high interest rates, the US economy is beginning to show signs of deceleration. Despite this, the US economy showed some resilience throughout the last year, mainly due to increased consumer spending and local government spending.
Judging from the policy outlook, Federal Reserve officials may need to re-evaluate strategies to combat inflation, because current data shows that progress in fighting inflation has stalled. This could mean that the Federal Reserve will need to keep interest rates high for longer than expected.
This week is also an important earnings week. Many corporate giants will announce their quarterly results, and the market will pay close attention to these reports to assess the health of the economy and all walks of life. These data and reports will have an important impact on market sentiment and policy expectations.
$SAP SE(SAP.US$ $Cadence Bancorp(CADE.US$ $Seagate Technology(STX.US$ $Tesla(TSLA.US$ $Spotify Technology(SPOT.US$ $Texas Instruments(TXN.US$ $Meta Platforms(META.US$ $ServiceNow(NOW.US$ $Boeing(BA.US$ $Microsoft(MSFT.US$ $Alphabet-A(GOOGL.US$ $Western Digital(WDC.US$ $Exxon Mobil(XOM.US$
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Mariela Angolo
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$The Toronto-Dominion Bank(TD.CA$
Canadian banks
What is the difference between TD and Royal Bank?
$Royal Bank of Canada(RY.CA$ is up 17% in the last 6 months where TD is down 3%.
For d2d banking most people prefer TD over RBC. TD has more exposure in the USA.
How did TD earnings fall so hard and $RBC CANADIAN BANK YIELD INDEX ETF CAD UNITS(RBNK.CA$ is consistent?
Canadian banks
What is the difference between TD and Royal Bank?
$Royal Bank of Canada(RY.CA$ is up 17% in the last 6 months where TD is down 3%.
For d2d banking most people prefer TD over RBC. TD has more exposure in the USA.
How did TD earnings fall so hard and $RBC CANADIAN BANK YIELD INDEX ETF CAD UNITS(RBNK.CA$ is consistent?
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Mariela Angolo
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$Tesla(TSLA.US$ Elon Musk has announced that Tesla will lay off over 10% of its global workforce due to overlaps in job roles and functions as the company has expanded rapidly, communicated through an internal memo. As of December 2023, Tesla had 140,473 employees.
Affected employees received emails in their personal accounts late Sunday night, informing them that they were no longer required to work and would be cut off from accessing Tesla’s systems...
Affected employees received emails in their personal accounts late Sunday night, informing them that they were no longer required to work and would be cut off from accessing Tesla’s systems...
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Mariela Angolo
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$Invesco QQQ Trust(QQQ.US$ Big gap filled. Nailed half and be prepared for a ST oversold bounce.
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Mariela Angolo
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$Tesla(TSLA.US$ is the underdog in this AI boom.
Self driving cars and AI robots are going to replace a huge labour workforce.
But the overall market might go into free fall without FED rate cuts. See $iShares Core S&P 500 ETF(IVV.US$ $SPDR Dow Jones Industrial Average Trust(DIA.US$
So for those more skeptics, $VanEck Gold Miners Equity ETF(GDX.US$ would be the best choice!
Self driving cars and AI robots are going to replace a huge labour workforce.
But the overall market might go into free fall without FED rate cuts. See $iShares Core S&P 500 ETF(IVV.US$ $SPDR Dow Jones Industrial Average Trust(DIA.US$
So for those more skeptics, $VanEck Gold Miners Equity ETF(GDX.US$ would be the best choice!
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Mariela Angolo
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What are the best dividend ETFs in Canada?
Why are E...
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