Nvidia CEO Jensen Huang met with President Trump at the White House. Wedbush's Dan Ives discusses what's at stake as Trump's trade policy is an important factor for Nvidia when it comes to the future of AI and China. Netflix is set to report earnings on July 17. Goldman Sachs Research analyst Eric Sheridan joins Market Domination to discuss what to expect from the print and the outlook for the company. All eyes are on the Fed's July FOMC meeting and the much-anticipated Fed rate cuts. We look at what Wall S ...

Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analyst’s Disclosure:I/we have no stock, opti ...

So, our next guest says a lot of the good news is already priced into stocks, making further upside harder to come by, while high valuations meet high downside risks if earnings disappoint. Joining us now for more is Tom Bulick, CEO and managing partner at Strategy Asset Managers. Tom, uh, to what degree do we need to think about international markets as a risk versus an opportunity.I know you like Marcato Libre. We do. And thank you for having me on set today.and uh nice to be here. We we like uh the inter ...

Is the market's week-l long pause working to refresh the bowl for a further climb, or is the market undergoing a midsummer stall much as it did this time last year. Let's ask Avery Sheffield, co-founder and CIO of Vantage Rock Capital. Avery, good to have you here. Great to be here.What is your read on this. It's, you know, we've gone from three months ago this moment of kind of maximum uncertainty to now having a little bit of perceived clarity out there. Does the market have it right that we should feel f ...

🇺🇸 NEW: Donald Trump says the Fed rate is 3% too high, costing the U.S. $360 billion per point annually, and calls for an immediate cut. https://t.co/6cOW4aX1d3 ...

7 July 2025 | 7:04PM EDT US Equity Views Raising our S&P 500 valuation and return forecasts David J. Kostin +1(212)902-6781 | david.kostin@gs.com Goldman Sachs & Co. LLC Ben Snider +1(212)357-1744 | ben.snider@gs.com Goldman Sachs & Co. LLC Ryan Hammond +1(212)902-5625 | ryan.hammond@gs.com Goldman Sachs & Co. LLC Jenny Ma +1(212)357-5775 | jenny.ma@gs.com Goldman Sachs & Co. LLC Daniel Chavez +1(212)357-7657 | daniel.chavez@gs.com Goldman Sachs & Co. LLC Kartik Jayachandran +1(212)855-7744 | kartik.jayacha ...

ITG国贸期货 贵金属数据日报 | | | | | 国贸期货研究院 | | 投资咨询号: Z0013700 | | | 2025/7/8 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 宏观金融研究中心 日素娜 | | 从业资格号:F3023916 | | | | | | | 伦敦金现 | 伦敦银现 | COMEX更金 | CONEX日银 | AU2508 | AG2508 | AU (T+D) | AG (T+D) | | 内外盘金 | 日期 | (美元/盎司) | (美元/盎司) | (美元/盗司) | (美元/盎司) | (元/克) | (元/千克) | (元/克) | (元/千克) | | 银15点价 | | | | | | | | | | | 格跟踪 | 2025/7/7 | 0.00 | 0. 00 | 0.00 | 0.00 | 769.12 | 8872. 00 | 0.00 | 0.00 | | (本表數 | | | | | | | | | | | 据来源: | 2025/7/4 | 3342 ...

July 3, 2025 09:21 PM GMT US Equity Strategy July 3, 2025 Strategy Data Pack – July 2025 Key Points: • Tougher 1H 2025, Better 2H 2025 and 2026 • Stocks will get in front of a Fed Policy shift. M O R G A N S T A N L E Y R E S E A R C H Michael Wilson Chief US Equity Strategist & CIO of Morgan Stanley M.Wilson@morganstanley.com +1 212 761-2532 Andrew Pauker Equity Strategist Andrew.Pauker@morganstanley.com +1 212 761-1328 Michelle M. Weaver, CFA US Thematic Strategist Michelle.M.Weaver@morganstanley.com +1 2 ...

June was another banner month for the stock market as investors reacted to solid economic data, diminishing concerns about the trade war, and an update from the Fed that showed it still planned to cut rates twice this year.The S&P 500 closed at an all-time high, and while the Dow Jones Industrial Average was short of its peak in December 2024, the blue chip index still finished with solid gains.The chart below shows how all three major indexes performed last month, finishing with solid gains. As you can see ...

RT CoinDesk Podcast Network (@CoinDeskPodcast)📊 US M2 money supply hits a record $21.94 trillion in May, its fastest growth in nearly three years. Will this fuel inflation and keep Fed rates high?.@jennsanasie brings you "Chart of the Day," presented by @cryptocom. 🔗👇 https://t.co/t9lVKsVUT3 ...