US markets closed near flat on Friday night. The Dow Jones up 62 points (0.16%), the S&P 500 up 0.03% while the NASDAQ fell 0.28%. No major news resulted in narrow trade as markets digested commentary from Fed officials and Nvidia’s big Thursday night move. US bond yields fell from multi-month highs, the 10Y down…
Nvidia is the most important stock on earth!
Sora is coming.
Frantic week for results.
US Markets pause for breath.
All of this weeks’ podcasts in one place.
An interesting story on iron ore today.
Nvidia up 16% – A Lesson in Bubbles. Block up 11% after hours on results in the US. Upgraded guidance. Australian stock market looking “so 1980s”. Stocks covered today – FMG, NST, PLS, MPL, QAN. We only hold MPL. Main Results expected today – SQ2, NEM, BXB, LTM, LYC, SFR. The China Problem – manipulating their stock market.
We are over the hump of results with this day going down in history as Nvidia adds the market cap of Netflix in one night
ASX closes off highs at 7636 up 32 points (0.4%).
Chip fever hit hard today
ASB sinks. Gold tanks.
WDS sells down Scarborough
The S&P 500 and the Dow reached record highs overnight, driven by growth and tech stocks following Nvidia's strong earnings and outlook. The Dow Jones rose by 457 points (+1.18%), the S&P 500 gained 2.11%, and the NASDAQ Composite added 2.96%. Nvidia's optimistic Q1 revenue forecast and outperformance in Q4 revenue pushed its shares higher,…
Investing is easy, just buy Nvidia.
Fedspeak suggests the Fed is in no hurry.
PLS results in focus.
DMP- Change of mind.
Retail winners/losers.
SUMMARY MQG will be interesting today. Upside gain is limited. Bit of relief for BHP with Iron Ore up overnight. Staying in cash. Consumer discretionary with sell signals after WES, ALL, JBH and HVN all fall yesterday. Tech Sector hits a 52-week high. Japan ETFs hit highest levels since inception. WBC and NAB hold at…
