全球财经媒体昨夜今晨共同关注的头条新闻主要有： 美国核心通胀意外放缓至逾四年新低 经济学家怀疑数据因停摆而失真 美国11月核心通胀同比增幅创2021年初以来最低水平，通胀形势意外出现改善；美国联邦政府先前的停 摆加大了此份报告的解读难度。 美国劳工统计局周四公布的数据显示，11月剔除波动性较大的食品和能源的核心消费者价格指数 （CPI）同比上升2.6%，11月整体CPI同比涨幅为2.7%。 1、美国核心通胀意外放缓至逾四年新低 经济学家怀疑数据因停摆而失真 2、特朗普下令放宽大麻管制 行业获重大监管利好 3、微软、谷歌等24家公司加入美国政府的人工智能"创世使命" 4、美光科技涨超10%：人工智能存储需求飙升，公司直言产品已全面售罄 5、卢特尼克面临民主党议员审查 数据中心项目关联引发争议 6、特朗普称赞沃勒和鲍曼 称将在未来几周内公布美联储主席人选 美国联邦政府此次停摆的持续时间创出纪录，使得劳工统计局无法收集到大量10月的价格数据，不仅局 限了该机构确定11月整体通胀环比变化的能力，也使一些经济学家指出，同比数据可能也受到了影响。 特朗普下令放宽大麻管制 行业获重大监管利好 美国总统唐纳德·特朗普周四签署 ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe markets started with a bang after the delayed November CPI dropped softer than anyone expected—headline at 2.7% year-over-year and core at 2.6% (way below the 3.1%/3.0% guesses).No October data to compare because of the shutdown, so economists aren’t calling it a slam-dunk trend yet, but traders didn’t care—they hit the buy button hard.Micron was the hero, rocketing 9% on a beat-and-raise quarter and strong guidance, ...

Market Overview - Stocks are rising as investors react to easing inflation pressures indicated by the latest Consumer Price Index (CPI) report [1][8] - The Dow is up 62 points, while the NASDAQ Composite has increased by more than 1% [2][3] - The bond market shows a slight decrease in yields, with the 10-year Treasury yield at 4.12% and the 30-year at 4.80% [3] Sector Performance - Consumer discretionary stocks are leading the market, driven by record highs in companies like Tesla [5][6] - Technology stocks are also performing well, with notable gains from major players such as Alphabet, Nvidia, and Microsoft [7] - In contrast, the energy sector is down by 1.5%, along with minor losses in staples, real estate, and financials [6] Economic Indicators - The CPI report indicates a cooling inflation trend, which may influence the Federal Reserve's decision on interest rates [9][11] - Predictions suggest a potential reduction in interest rates to around 3.5%, which could stimulate earnings growth in the coming year [11][12] Earnings Outlook - 82% of S&P 500 companies exceeded earnings expectations in Q3, indicating strong profit growth [16] - Forecasts predict an average earnings growth of 18% for the "MAG 7" companies and around 13% for the broader market in 2026 [17][20] - The implementation of AI technologies is expected to enhance labor productivity and profit margins for companies [18] Investment Opportunities - Companies like Amazon, GE Aerospace, and United Rentals are highlighted as having strong market positions and growth potential [27][29][32] - The merger of Trump Media and Technology Group with TAE Technologies aims to capitalize on the growing demand for nuclear energy, despite the challenges associated with the pivot from media to energy [33][34] AI and Energy Sector - The nuclear fusion project by TAE Technologies is ambitious, with plans to construct a 50 megawatt power plant by 2026 [43][44] - The potential for fusion technology to address energy demands, particularly in relation to AI growth, is emphasized [56][58] - Regulatory environments for fusion are expected to be less stringent than traditional nuclear, potentially accelerating development timelines [56] Retail and Consumer Trends - Chipotle is launching a high-protein menu in response to changing consumer preferences, aiming to attract customers looking for value [94][96] - Other food companies, such as Sweet Green and Starbucks, are also introducing high-protein options to meet consumer demand [100][101]

Overseas stock markets settled mixed on Thursday. The Euro Stoxx 50 closed up +1.06%. China’s Shanghai Composite closed up +0.16%. Japan’s Nikkei Stock 225 fell to a 3-week low and closed down -1.03%.The markets are discounting a 27% chance that the FOMC will cut the fed funds target range by 25 bp at the next FOMC meeting on January 27-28.This week's market focus will be on US economic news. On Friday, Nov existing home sales are expected to be up +1.2% m/m to 4.15 million. Also, the University of Michigan ...

I'll turn to you Mike. What's on your mind as you watch how this market has traded. A nice bounce for tech which really needed it.>> Yeah, we sort of got to exhale a little bit. U so the big pressure has been on the AI trade. Micron gives you a reason to have some of that pressure relieved.And then I don't think there was really a bearish case surrounding CPI, but a downside surprise. You know, however many grains of salt you take it with is still net positive. The the bond markets had a sort of measured bu ...

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Market Performance - Stocks rebounded strongly on Thursday, with the Nasdaq leading the recovery, jumping 313.04 points or 1.4 percent to 23,006.36 [1] - The S&P 500 advanced 53.33 points or 0.8 percent to 6,774.76, while the Dow closed up 65.88 points or 0.1 percent at 47,951.85 [1] Economic Indicators - The Labor Department reported a slowdown in the annual rate of consumer price growth, with consumer prices in November up by 2.7 percent year-over-year, down from 3.0 percent in September [2] - Core consumer prices, excluding food and energy, also slowed to 2.6 percent in November from 3.0 percent in September, contrary to expectations of remaining unchanged [3] Sector Performance - Semiconductor stocks rebounded significantly, with the Philadelphia Semiconductor Index surging by 2.5 percent, driven by Micron Technology's 10.2 percent increase after better-than-expected quarterly results [6] - Software and networking stocks also showed strength, contributing to the Nasdaq's rise [6] - Airline stocks performed strongly, while energy stocks declined after a previous rally [7] International Markets - In overseas trading, the Asia-Pacific region showed mixed performance, with Japan's Nikkei 225 Index down by 1.0 percent and China's Shanghai Composite Index up by 0.2 percent [7] - Major European markets moved upward, with the German DAX Index increasing by 1.0 percent, the French CAC 40 Index by 0.8 percent, and the U.K.'s FTSE 100 Index by 0.7 percent [8] Bond Market - Treasuries rose in response to the inflation data, leading to a decrease in the yield on the benchmark ten-year note by 3.5 basis points to 4.116 percent [9]

Micron Technology (NASDAQ:MU) shares soared on Thursday after the company reported first-quarter financial results and guidance. Analysts see further upside and are raising their price targets.Micron Technology stock is charging ahead with explosive momentum. What’s behind MU gains?The Micron Analysts: JPMorgan analyst Harlan Sur reiterated an Overweight rating on Micron and raised the price target from $220 to $350.Goldman Sachs analyst James Schneider maintained a Neutral rating and raised the price targe ...

The recent wobble unsettled bulls. Despite strong sentiment, shares slid nearly 2.74% over the past five sessions, including a 3% dip just ahead of the fiscal Q1 2026 report. Technically, momentum had stretched too far. The 14-day RSI rolled over from November’s overbought zone to around 57.39, signaling exhaustion rather than outright trend reversal. Volume stayed active, suggesting distribution was orderly, not panicked.After a decade-long run delivering more than 1,600% in returns, MU hit a high of $264. ...

US stocks rebounded on Thursday as investors digested easing inflation pressures from the latest reading on consumer prices that could help set expectations for the path of interest rates. The tech-heavy Nasdaq Composite (^IXIC) led the way up with a gain of 1.4%, pushed north by a strong earnings report from Micron (MU), which saw its shares rise 10%. The tech gain came after AI trade worries had spurred another bruising session for tech on Wednesday. Shares in the benchmark S&P 500 (^GSPC) and the blue ...