While a lot of the market has also been under pressure, clearly, investors saw something they didn't like in these latest earnings.James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and ...

【导读】绝地反击，暴涨了，道指创新高 中国基金报记者 泰勒 兄弟姐妹们啊，我今天在外面送了一天奶茶，终于回来给大家写稿子了。 今晚市场情绪又上演大反转，全线暴涨，一起找找原因。 2月6日晚间，美股三大指数暴涨，道指暴涨900点再创历史新高，纳指涨超1.3%。 | 49814.92 | 22836.09 | | 6890.75 | | | | --- | --- | --- | --- | --- | --- | | 道琼斯指数 +1.85% | | 纳斯达克综合指数 +1.31% | 标普500指数 +1.36% | | | | 道琼斯指数(INDEXDJX:. DJI) | | | 加自选 | | | | 49810.91 +902.19 +1.84% | | | 62.93 万球友关注 交易中 02-06 11:05:39 美东时间 | | | | 最高:49826.97 | 今开:49032.19 | 52周景高: 49826.97 | 量比:1.63 | | | | 最低: 49032.19 | 昨收:48908.72 | 52周最低:36611.78 | 振幅:1.63% | | | | 成交量:2 ...

Market Overview - The U.S. stock market indices experienced a significant rebound, with all three major indices rising over 1% as of February 6, 22:50 Beijing time, indicating a recovery from previous sell-offs in AI stocks [1][2] - Major technology stocks saw substantial gains, with Nvidia up 5.6%, AMD up 7%, and Broadcom up 5.1%, driven by renewed interest in AI infrastructure following Amazon's announcement of a $200 billion capital expenditure plan [1][2] Precious Metals - The precious metals market also saw a strong recovery, with spot gold rising 3.39% to $4,939.35 per ounce and spot silver increasing 7.22% to $76.02 per ounce as of the same time [2][3] - Morgan Stanley's report suggests that the long-term bullish trend for gold remains intact, supported by a weak dollar environment, as long as the dollar index stays below 100 [3] Geopolitical Developments - Recent negotiations between Iran and the U.S. in Muscat, Oman, have concluded temporarily, with both sides agreeing to continue discussions, which may impact market sentiment and geopolitical stability [4][5] - The situation remains tense, with Iran expressing readiness to respond to any military actions, particularly in light of increased U.S. military presence in the region [5]

Core Viewpoint - The Philadelphia Semiconductor Index experienced a significant increase of 4.2%, indicating strong market performance in the semiconductor sector [1]. Group 1: Company Performance - Arm Holdings saw a notable rise of 7.24% [2]. - Marvell Technology and AMD both increased by over 6%, with Marvell at 6.47% and AMD at 6.39% [2]. - Other companies such as Lam Research, KLA, NVIDIA, and Applied Materials also reported gains exceeding 5% [1][2]. Group 2: Additional Company Gains - TSMC (Taiwan Semiconductor Manufacturing Company) rose by 5.02% [2]. - Intel and Broadcom had increases of 4.80% and 4.53%, respectively [2]. - Overall, multiple semiconductor companies demonstrated strong upward momentum, reflecting positive market sentiment [1].

美股科技股集体反弹，AMD涨超6%，英伟达、博通涨超5%，台积电涨超4%，甲骨文涨超3%，特斯拉 涨2%，微软、苹果涨超1%。 本文源自：金融界AI电报 ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD, NVDA, AVGO either through stock ownership, options, or other derivatives. I wrote this a ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in the context of investments in complex instruments like cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website discusses the high risks associated with cryptocurrencies and CFDs, highlighting that they are complex instruments with a significant potential for financial loss [1]. - It encourages users to conduct their own research and fully understand the workings and risks of any financial instruments before investing [1].

The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the ind ...

Group 1 - The global semiconductor sales are projected to reach $1 trillion in 2026, with a significant growth trajectory driven by investments in AI data centers by major tech companies [1][2] - By 2025, global semiconductor sales are expected to be $791.7 billion, reflecting a year-on-year growth of 25.6% [1] - The fastest-growing and largest category of chips is advanced computing chips produced by companies like Nvidia, AMD, and Intel, with sales expected to grow by 39.9% to $301.9 billion by 2025 [1] - The second-largest category is storage chips, which are projected to see a sales increase of 34.8%, reaching $223.1 billion, driven by supply shortages amid the AI boom [1] Group 2 - The Semiconductor Industry Association (SIA) emphasizes that the semiconductor industry will achieve record sales close to $800 billion in 2025, with emerging technologies like AI, IoT, 6G, and autonomous driving continuing to drive strong demand for chips [1] - Industry executives express optimism about the market outlook for 2026, indicating a robust growth trajectory for at least the next year [2]

Group 1 - The company offers a Growth Investor Pro service that teaches investing, trading, and risk management [1] - A swing trading alerts system has been successfully operated for several years [1] - Weekly live webinars are provided, along with access to senior staff and a 24x7 chat environment [1] Group 2 - A one-month trial of the service is available for $99, allowing potential subscribers to evaluate before committing to an annual subscription [2] - The service has received numerous 5-star reviews during both bear and bull markets [2]