Nathan Peterson of CharlesSchwab addresses the abundance of macro headlines he sees moving cryptocurrencies. Among the biggest movers: the four-year halving cycle for Bitcoin and the lingering climb in Treasury yields. Nate offers his latest technical look into Bitcoin and Ethereum.
#bitcoin #ethereum #treasuryyields #economy #finance #investing #marketnews #stock #stockmarket #trading #live #btc #eth #crypto #cryptocurrency #treasury #blockchain #fed #fomc #interestrates #ratehike #stockcharts #technicalanalysis #nasdaq
https://t.co/vHNVTZK5rz
⛽Crude oil's 4% rally ahead of Thursday's open is keeping investors on edge. Kevin Hincks discusses the headlines pointing to heightening tensions between the U.S. and Iran causing the spike, along with the path ahead he sees for the energy trade. He outlines the impact crude's elevated prices will have on the Fed's interest rate cycle and whether the committee will continue to hike.
#crudeoil #fed #interestrates #economy #finance #investing #marketing #stock #stockmarket #trading #live #crude #oil #energy #iran #straitofhormuz #fomc #ratehike #inflation #jobs #employment #volatility #kevinwarsh #stockcharts
https://t.co/g6CQShuVOv
Micron’s ridiculously cheap stock could triple from here, according to this analyst’s math 🚀
D.A. Davidson’s Gil Luria believes investors haven’t properly taken into account the company’s expected growth trajectory over the next three to five years, he said. Likewise, he suggested that the stock’s dirt-cheap valuation multiple doesn’t reflect its true worth.
🌀 On Wednesday, Luria raised his price target on Micron’s stock to $3,000 from $2,100. The new target implies room for the stock to essentially triple from its current price level of $1,016.
📈 Luria’s target is based on the idea that investors could come to assign a greater value to every dollar that Micron earns. The target assumes a multiple of about 19 times estimated earnings per share for fiscal 2027, which ends in August. The stock currently trades at just six times estimated earnings for that fiscal year, according to Dow Jones Market Data.
#micron #chips #semis #nasdaq #wallstreet #memory #gpu #tech #mu #stocks #marketnews
https://t.co/3bFG31Vi6g
🛰️SpaceX is reportedly seeking to borrow $40 billion to purchase more Nvidia chips.
The financing could include $10 billion in bank loans and $30 billion in investment-grade debt.
🤝The deal is reportedly expected to close sometime next year. Tech analyst Dan Ives in a note Wednesday called the development “a smart strategic move for the SpaceX buildout because it fuels the flywheel between launch, Starlink, and AI.”
💻Big tech companies have been raising hundreds of billions of dollars to build out AI data centers, raising worries about whether they will be able to generate enough of a return on their AI efforts to justify the expense.
#nvda #nvidia #spacex #starlink #musk #datacenter #tech #nasdaq #wallstreet #semis #chips #gpu #verarubin #cpu #amd #intel #ai
Marvell (MRVL) raised the guidance bar during its investor day, and analysts raised their bullish expectations with it. However, Tom White cites caution when it comes with those heightened expectations, pointing to a slew of macro factors that can hit Marvell's guidance. Kevin Hincks points to tailwinds behind the company he believes limit some of those risks. Both Tom and Kevin offer their own example options trades for Marvell.
#marvell #ai #options #economy #finance #investing #marketnews #stock #stockmarket #trading #live #mrvl #artificialintelligence #chips #optics #earnings #guidance #datacenter #stockcharts #technicalanalysis #optionstrading #wallstreet #tech #semis
https://t.co/1K8NSvv4bI
Rachel Dashiell (CharlesSchwab) turns to technical developments in the S&P 500 (SPX) that is creating a key resistance level for the index. Also mind the bearish divergence, leading what Rachel calls a tentative "false breakout." Beneath the surface, a "stealth correction" shows how market breadth in the S&P and Nasdaq-100 (NDX) soured in recent weeks. Rachel adds that crude oil is experiencing an "inflection point" as key technicals converge.
#sp500 #nasdaq100 #crudeoil #economy #finance #investing #marketnews #stock #stockmarket #trading #live #spx #ndx #crude #oil #energy #iran #straitofhormuz #volatility #index #ai #artificialintelligence #marketbreadth #stockcharts #technicalanalysis #wallstreet
https://t.co/d8sHJgDF0G
@jbfinancebull current new highs indicate money flowing in so big year end rally is expected especially for tech, i'm not following treasury yields, FED is on wallstreet's side
The latest market moves are strengthening Eddie Ghabour's outlook for 2026 and into 2027. The S&P 500 (SPX) and Nasdaq-100 (NDX) rallying to new record highs in face of rising Treasury yields is something he believes backs a strong bull thesis. Eddie doesn't show any concern until technical and key economic indicators begin to waver. He also makes the case that crude oil is topping and Treasury yields are in the "eighth or ninth inning" of their rally.
#sp500 #nasdaq100 #crudeoil #economy #finance #investing #marketnews #stock #stockmarket #trading #live #spx #ndx #nasdaq #crude #oil #energy #iran #straitofhormuz #treasury #treasuryyields #volatility #vix #etfs #etf #ai #artificialintelligence #chips #marvell #mrvl #nvidia #nvda #amd #stockcharts #wallstreet #finance #semis #semiconductors
https://t.co/lPSdU6Fz9J
Market breadth expanding as both the S&P 500 (SPX) and Nasdaq-100 (NDX) hit new record highs. Kevin Green talks about how Tuesday's trading action can lead to an even stronger session, highlighting options activity that suggests more upside. Another point of interest KG mentions: international trade in goods and services. Crude oil is hitting a key support level per KG's analysis, though a bounce to $95 is not outside the realm of possibility as supply faces lasting headwinds.
#sp500 #nasdaq100 #crudeoil #economy #finance #investing #marketnews #stock #stockmarket #trading #live #spx #ndx #nasdaq #index #crude #oil #energy #iran #straitofhormuz #google #googl #alphabet #constellation #ai #artificialintelligence #stockcharts #technicalanalysis #wallstreet
https://t.co/RVOeIVK9M3
AMD shares tapped a new record as CEO Lisa Su sees "very high" chip demand in the coming years. Alex Coffey discusses what is driving the commentary from leadership, as well as the key metrics behind price target hikes from Citigroup and Mizuho. Tim Biggam offers an example options trade for AMD.
#amd #chips #options #economy #finance #investing #marketnews #stock #stockmarket #trading #live #nvidia #nvda #ai #artificialintelligence #datacenter #cpu #gpu #lisasu #analyst #pricetarget #stockcharts #technicalanalysis #optionstrading #wallstreet #semis #nvidia #intel
https://t.co/KTw6TcB4bP
AI is the "locomotive" to the stock market, says Nathan Peterson (CharlesSchwab). While tail risks exist for equities, "until it really begins to hit the consumer," there's not much concern to follow the trend, says Nate. He emphasizes how an institutional "catch-up trade" in tech will lift stocks despite lingering macro pressures.
#sp500 #nasdaq100 #ai #economy #finance #investing #marketnews #stock #stockmarket #trading #live #wallstreet #spx #ndx #nasdaq #artificialintelligence #mag7 #bigtech #chips #sox #etf #index #banks #bigbank #stockcharts #technicalanalysis #amd #semis
https://t.co/Xbsnk201FY
Nvidia (NVDA) CEO Jensen Huang is "bringing down the temperature" on rapid AI development fears with its new agent safety program, says Kevin Hincks. He explains why the headline, paired with the Mag 7 giant buying another $150 billion worth of its own shares, is very bullish for Nvidia. Tom White discusses the significance of the agent safety program following comments from OpenAI and Anthropic top brass calling for a cooldown.
#nvidia #aiagents #options #economy #finance #investing #marketnews #stock #stockmarket #trading #live #nvda #ai #artificialintelligence #chips #blackwell #verarubin #software #huggingface #llm #airegulation #jensenhuang #buyback #stockcharts #technicalanalysis #nasdaq #wallstreet #tech #stocknews
https://t.co/GB080ZPnZC
The AI Build-Out Is Becoming the Biggest Economic Bet in U.S. History 🔌🖥️
Data-center spending is greater than that for the canals, railroads and grid combined creating jobs and wealth but also boosting inflation.
📈Total investment in U.S. data centers and AI infrastructure is projected to reach $10.3 trillion from 2025 to 2032.
#inflation #ai #datacenter #wallstreet #gdp #economy #investing #capex #chips #semis #cpu #gpu #tech #nasdaq #nyse #history #finance
💰Forbes started tracking tycoons all the way back in 1918, when the magazine’s founder B.C. Forbes surveyed "the foremost bankers in the country" to find America's 30 greatest fortunes.
💵Back then, the richest person in the U.S. was John D. Rockefeller, whose Standard Oil had been broken into 34 smaller but lucrative companies by the Sherman Antitrust Act in 1911. Worth $1.2 billion, Rockefeller had enough wealth to give ten bucks to everyone in the U.S. (equivalent to $240 today).
🥇In June 2026, Elon Musk (briefly) became the world’s first trillionaire. Musk is 30 times richer, in inflation-adjusted dollars, than John D. Rockefeller was.
📸Many of the 1918 rich listers’ contributions to society have endured over the past 108 years, they helped create everything from Kodak cameras to Duke University—but their great fortunes have mostly been dissipated by time or destroyed by competitors.
You won’t find any Fords, Astors or Vanderbilts on The Forbes 400 these days. Even the Rockefeller riches have been spread across scores of heirs worth far less than $1 billion.
💼Instead, more than 70% of today’s Forbes listees are self-made, meaning they built their fortunes themselves, rather than inheriting them. In 1918, roughly two-thirds of the 30 richest Americans made their money in manufacturing products or harvesting raw materials. Now, half The Forbes either got rich in finance or technology, including dozens of artificial intelligence moguls who are working to upend the economic order yet again.
10 Richest Americans in 1918...
1. John D. Rockefeller (1839–1937) Net worth in 1918: $1.2 bil (Oil)
2. Henry Clay Frick (1849–1919) Net worth in 1918: $225 mil (Coke,steel)
3. Andrew Carnegie (1835–1919) Net worth in 1918: $200 mil (Steel)
4. George F. Baker (1840–1931) Net worth in 1918: $150 mil (Banking)
5. William Rockefeller (1841–1922) Net worth in 1918: $150 mil (Oil,Railroads)
6. Edward S. Harkness (1874–1940) Net worth in 1918: $125 mil (Oil)
7. J. Ogden Armour (1863–1927) Net worth in 1918: $125 mil (Packing)
8. Henry Ford (1863–1947) Net worth in 1918: $100 mil (Automobiles)
9. W.K. Vanderbilt (1849–1920) Net worth in 1918: $100 mil (Railroads)
10. Ed. H.R. Green (1868–1936) Net worth in 1918: $100 mil (Banking)
#forbes #richest #wallstreet #oil #history #nyse #nasdaq #rockefeller #investing #musk #elon