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Trading Desk: Market Carnage! Worst Since . . . April?
This week felt like a little like an earthquake to some people. A lot of key stocks dropped hard. NVIDIA is down 8.5%. META, Alphabet
Trading Desk: Netflix Rides A New Subscriber Boom
Netflix’s strategic focus on ad-supported tiers and password-sharing crackdown fueled impressive Q2 results. The company’s ad business is rapidly expanding and becoming a significant revenue
Trading Desk
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Trading Desk: Can The Bulls Keep Running?
The stock market is currently enjoying a period of extraordinary success, with major indices like the Morningstar US Market Index, the S&P 500, and the Dow Jones Industrial Average repeatedly reaching new highs. The Dow, in particular, recently surpassed the 40,000-point milestone, signaling robust investor
Trading Desk: NVIDIA Sucks All The Air Out Of The Room
So the long wait is over and NVDA reported a killer quarter. But there’s a real problem here: the last few weeks have been brutal for just about every stock not run by Jensen Huang. The glory of NVDA hasn’t been contagious. Money actually flowed
Trading Desk: The Age Of AI
Artificial intelligence has become a significant focus within the market, with a full 199 of the S&P 500 management teams mentioning AI during their earnings conference calls for the first quarter. Obviously, Meta Platforms (META), NVIDIA (NVDA) and Microsoft (MSFT) were among the companies talking
Trading Desk: The Ground Game And The Grand Slam
Filter out all the noise and it’s been a stunning 12 months for investors with clarity and courage. The S&P 500 is up 27% in the past year, which is somewhere between double and triple its usual return rate. The NASDAQ is beating that score
Trading Desk: China Dumping Bonds
China’s recent record sale of US Treasury and agency bonds has sent ripples through the financial world, prompting questions about the future of US-China relations and the broader implications for global markets. Savvy investors are closely watching this development, as it could signal a significant
Trading Desk: Dimon’s Pessimism On Inflation Is Overblown
JPMorgan Chase CEO Jamie Dimon, a seasoned Wall Street veteran, has issued a stark warning to investors he finds overly optimistic about inflation, interest rates and the economy’s prospects for a soft landing. Dimon’s proclamations, shared at the JPMorgan Global Markets Conference and in his