The market opened lower today. This is a picture of where we are in the US stock market. Tech remains in the lead, with Google, and Apple in the green. Will they be able to lift the market higher? Let me know your thoughts.
The second quarter kicked off with a challenging start for US stocks. Reduced expectations for rate cuts, soaring US Treasury yields, and frequent geopolitical conflicts have caused a series of negative disruptions that made things difficult. The$S&P 500 Index(.SPX.US)$dropped nearly 3% in April, ending its five-month winning streak. However, there were positive signs as investor o...
Tonyco :
Yeah... please let more geriatric lead-addled boomers decide our fates. They've done a bang up job so far. If you are a 1%er anyway. For the rest of us, another 5 years of suffering.
MORGAN STANLEY: ".. Following$メタ・プラットフォームズ(META.US)$,$マイクロソフト(MSFT.US)$&$アルファベット クラスA(GOOGL.US)$reports last week, [our] 2024 Cloud Capex Tracker now points to +44%y/y growth in 2024 (vs +26%y/y prior) adding >$50B of spend .. the strongest Cloud Capex 'Supercycle' since 2018."
$アマゾン・ドット・コム(AMZN.US)$ER is truly important. If the AI age is truly underway, I expect cloud to be a major winner. We saw$アルファベット クラスA(GOOGL.US)$and$マイクロソフト(MSFT.US)$show growth so it is important to me to see$アマゾン・ドット・コム(AMZN.US)$show healthy growth. If that is the case I think the market might get the green light to increase or hold positions in the AI theme. AI truly accelerated cloud investments in my mind, both in terms of computing power, storage and energy. It’s incredible how much...
AI-generated content in$アルファベット クラスC(GOOG.US)$search results continues to grow at a disturbing rate. The % of websites with AI content this month was almost twice the % last year, climbing to almost 12% The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space… Perversely, I think this trend benefits Google. As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
Yesterday's tape for large-cap tech and the most heavily-shorted tech stocks. I get the feeling that some funds that are long$アルファベット クラスC(GOOG.US)$and$メタ・プラットフォームズ(META.US)$and short %$テスラ(TSLA.US)$and other popular shorts are degrossing today (either because they want to or have to).
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Stock Market Opens Lower. Can Tech Lift the Major Indexes Higher?
Alphabet
コラムMay's Must-See Financial Events: Fed Interest Rate Decision, Apple and Nvidia Earnings, Berkshire's Annual Meeting
$エヌビディア(NVDA.US)$$バイドゥ(BIDU.US)$$テスラ(TSLA.US)$$アルファベット クラスA(GOOGL.US)$$アルファベット クラスC(GOOG.US)$
If the AI age is truly underway, I expect cloud to be a major winner.
We saw $アルファベット クラスA(GOOGL.US)$ and $マイクロソフト(MSFT.US)$ show growth so it is important to me to see $アマゾン・ドット・コム(AMZN.US)$ show healthy growth.
If that is the case I think the market might get the green light to increase or hold positions in the AI theme.
AI truly accelerated cloud investments in my mind, both in terms of computing power, storage and energy.
It’s incredible how much...
The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space…
Perversely, I think this trend benefits Google.
As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
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