American Stocks Social Media and Updates
American Stocks Social Media and Updates
American Stocks Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The last time a tech company announced a 100-year bond, it was Motorola in 1997 https://t.co/HKkDro85Ac https://t.co/w2S75DaL2J
JPM: "Similar to the risk-on trend seen among institutional investors, retail investor flows have been the strongest in the last six years, likely due to furlough payments and anticipated larger tax refunds of ~$600/household this year"
The percentage of stocks in the S&P 500 making new 52-week highs has been expanding and just hit its highest level in the last year to end last week--@bespokeinvest https://t.co/BcNw0xKEmG
Today is the 60th anniversary of the great crash -- but little noticed. The S&P 500 peaked at 94.06 on February 9, 1966. The market did surpass that peak but not adjusted for inflation. 25 years later and the inflation...
New week, new MRKT Call with Dan, @GuyAdami & @CarterBWorth We're talking Japan, Jobs and $JETS LIVE at 11am ET over on YouTube ⤵️ https://t.co/7WiuWoxeXK https://t.co/5yktisUdAm
GEV - GE Vernova Current Price: $794.20 Intrinsic Value Range: $720–$950 Rating: BUY (High Conviction, but tactically vulnerable near-term) 12-Month Price Targets: Bull Case: $1,050 (+32%) — accelerated gas turbine orders, Electrification margin beats, data center capex surge Base Case: $900 (+13%) — normalized execution, mid-teens...
175 basis points in cuts since September 2024 in response to labor market weakness. That's not ignoring.
Forward P/E Ratios... Walmart $WMT: 39 Apple $AAPL: 30 Google $GOOGL: 24 Amazon $AMZN: 23 Microsoft $MSFT: 21 Nvidia $NVDA: 19 Meta $META: 19 https://t.co/BSywhjbEV0
% Below All-Time High S&P 500 $SPY: -1% Microsoft $MSFT: -26% Palo Alto Networks $PANW: -28% CrowdStrike $CRWD: -29% Synopsys $SNPS: -34% Palantir $PLTR: -34% Intuit $INTU: -45% AppLovin $APP: -45% Salesforce $CRM: -48% Oracle $ORCL: -56% ServiceNow $NOW: -57% Adobe $ADBE: -61%
Bank of America's own measure of trucking activity confirms the uptick in the ISMs https://t.co/BLUrghpS3Q
The stock market is more or less at all-time highs Same with small caps & foreign stocks Yet many name-brand companies are getting nuked right now Concentrated positions are very fun on the upside They can also wreck you on the downside https://t.co/Ng2WpRK35K https://t.co/nMR87p0Tgx
S&P 500 Equal Weight, S&P MidCap 400, and S&P SmallCap 600 all hit records on Friday, and so did Dow, which also surpassed 50,000 level for first time ever Friday; although Dow is almost 130 years old, it has evolved over decades ensuring...
Flight to value was unmistakable last week in factors; S&P 500 Pure Value +4.0%, while S&P 500 Growth slumped 2.1%; yield-seeking behavior also dominant theme, with S&P 500 Dividend Aristocrats and Dow Jones U.S. Select Dividend index +3.5% and +3.3% respectively; Momentum (powerful driver in past several...
Total eruption in the 10-day volatility of $MSTZ (-2x Strategy).. 477% may be an all time ETF record (I added $SPY for perspective), it's higher than $QBTX which got to 433% at one point. Crazy high vol is like degen...
$DIA leading all flows on Friday as the Dow Jones hits ATH and is running laps around SPX this year. This index is equiv of a rotary phone, price-weighted, invented when Grover Cleveland was POTUS, but it could be...
Americans expect the stock market (50%) and economy (49%) to improve over the next six months but predict higher inflation (62%) and unemployment (50%) @Gallup https://t.co/n8pQ2GIAHd
HSBC's Kettner: "Last week's rotation and unwinding of popular trades is unlikely to trigger a broad selloff – we stay constructive" DB's Reid on how this feels like 2000, when "an enormous rotation after the tech bubble burst" was enough to...
We are adding Salesforce and ServiceNow to the IVES AI 30 list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally broken…and we strongly...
