Market momentum madness: is it a trap or are we really going to the moon? @Jessinskip_ is going to break it down ahead of Friday's payroll numbers live on Fast Markets 🚀
Always great to join @cvpayne
The bull case has strengthened for $NVDA. When a company like $GOOGL commits another $80 billion to infrastructure, especially near all time highs, it’s effectively saying the returns justify the investment.
It doesn’t guarantee success, but it weakens a bear argument: that hyperscale AI spending won’t earn its cost of capital.
Plus more infrastructure spend = more compute demand.
@JessInskip_ Enjoyed getting familiar with your work when you visited TopStep. Very impressed with your knowledge and ability to share that knowledge with those of us who know so little! Thank you and will continue to listen to what you have to say.
3 stocks, 3 charts and 3 trades.
@JessInskip_ takes a look at $GOOGL, $RKLB and $BKSY.
@RickDucat goes through the key support and resistance areas in the stock charts.
For more market news, tune in at: https://t.co/FcqrIeIlvx
“…The pathways to participate already exist. Investors who want in can get in on their own terms, at their own time, with their own conviction. What they should not have is a rule change that makes the decision for them. Using the world’s most trusted benchmark as a vehicle to guarantee a wall of forced buyers for a company that hasn’t yet earned its seat at the table should not be one of those pathways.” @JayWoods3 on S&P potentially changing rules for index inclusion https://t.co/L3ATdecZ3E
If you want to know how to spot a high quality dividend, here’s how :)
@StockMKTNewz told me to post this on X too. (I’m sitting next to him at an undisclosed location)
3 stocks, 3 charts and 3 trades.
@JessInskip_ takes a look at $ACGL, $FIX and $MSCI.
@RickDucat goes through the key support and resistance levels to watch in the stock charts.
For more market news, tune in at: https://t.co/Nq4XKvgWVC
May is the 4th worst month of the year for stocks and it begins the weakest seasonality of the year.
Since 1945, the S&P 500 averages:
- Just 2% gain from May to October
- 7% from November to April
The "Sell in May" cliche is based on data.
"What’s going to be important is bond market reaction and credibility sustainability of the Fed."
@JessInskip_ on why the next move may come down to trust, not just policy 🏛️ @stockbrokers@MarketMakeHer
.@JessInskip_ views $MRVL as a beneficiary of the computing and connectivity bottlenecks in AI, with the company even serving as an alternative to some of $NVDA's solutions.
For more market news, tune in at: https://t.co/1EqqPAAbup
“This market is reflective of the AI narrative,” says @JessInskip_. “Forward guidance I think is of utmost importance right now.”
Jessica Inskip on what’s driving markets — and why mid-May could be a major inflection point for volatility, the Fed, and geopolitics. @stockbrokers@MarketMakeHer