Group 1 - Arcutis Biotherapeutics (ARQT) is currently breaking out past two buy points, making it a top stock to watch in the S&P 500 for 2025 [1] - The company specializes in developing dermatology treatments for immune-related skin diseases and conditions, with its main product Zoryve foam approved by the U.S. FDA [1] - The Dow Jones index was flat as President Trump prepared for shutdown talks, while stocks like EA, Nvidia, and Tesla experienced rallies [2] Group 2 - Palantir is facing competition from Lockheed Martin as it aims for significant growth in the S&P 500, being noted as the index's biggest winner in 2025 [4] - The market is currently influenced by AI and gold, which are yielding substantial winners, with several stocks joining the IBD 50 list [4] - Despite a recent decline in indexes, stocks like Nvidia and Palantir are nearing buy points, with upcoming Fed inflation data expected to impact market movements [4]

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China's Economic Trends - China's industrial profits surged 20% year-on-year in August, partly due to a low base effect from a 17% decline a year ago [4][5] - Campaigns to tackle overcapacity and excessive competition are showing results, particularly in large equipment manufacturing, shipbuilding, and aerospace sectors [4][6] - Official manufacturing PMI is expected to contract for the sixth consecutive month, while non-manufacturing is expected to expand at a slower pace [7][8] - Ministry of Transport forecasts about 27 billion travels during the Golden Week, with a 130% increase in holiday bookings [9][10] - Analysts caution to watch per capita spending during Golden Week to assess consumption downgrading [10] Market and Investment Strategies - Global money managers are venturing back into China, with foreign inflows rising across asset classes [1][3] - Liquidity from savings, money markets, and fixed income is driving decoupling of macro from markets in China [14] - Optimism surrounds Chinese stocks due to policy tailwinds and the push for AI chip substitution [15] - International capital investment to China is expected to increase in the coming months, driven by diversification from crowded U S assets [16] - Domestic developed chips are making progress but still lag in performance and energy efficiency compared to established leaders like NVIDIA [18] - Retail investors account for 90% of daily trading volume in the Chinese market, compared to 20% in the U S [26] Geopolitical and Trade Relations - India refused to accept the Asia Cup trophy due to ongoing political conflict with Pakistan [2][46][47][48] - India views Pakistan's closer relationship with the U S with concern, particularly regarding trade deals and the purchase of Russian crude [50][51][52] - The U S has agreed to help develop Pakistan's untapped oil reserves, a move viewed with concern by India [60][61] Hong Kong's Economic Challenges - New World Development posted a second straight year of losses, exceeding $2 billion, due to weak property demand and debt pressures [78][79] - New World's strategy focuses on selling residential properties for cash to pay down debt and seeking outside investors [82][83] - Beijing's tightening grip on Hong Kong's economy and politics is reducing the power of tycoon families [84]

You might have noticed some changes to the Oval Office since President Trump moved back in. Specifically, more and more gold ornaments on the walls and adorning the fireplace, doorframes outlined in gold paint. This is what the Oval Office looked like at the end of Joe Biden's presidency.The fireplace mantel long adorned with potted ivy. But just two weeks into President Trump's second term, the ivy was gone, replaced by small gold urns, a dessert tray, one object resembling a trophy. Now, fast forward six ...

How do we fix this. It looks like pharmaceutical stocks are going to be under a little bit of pressure this morning, but European equities broadly look like they're on the front foot. Absolutely.Futures are up across the board actually now. And that's perhaps surprising because we've had these big tariff announcements. If you look back to April, when we had announcements like this, it weighed on equities very heavily.But I think there are two factors happening here. One is that this has happened before. We' ...

Michael Sonninfeld is back with us now. Michael, it's good to have you on. This is a stock market that not the last couple days, but really keeps going up.Are we seeing any more love from your members about stocks or is it still really about real estate. >> Actually, they just pulled back a couple points in the last quarter from the stock market and from real estate. still strong in private equity, but for the first time cash is coming up a little, fixed income is coming up a little and uh gold and bitcoin. ...

Market Overview & Investment Strategy - The market is showing signs of froth, particularly in speculative stocks that may have overshot their worth [1] - While the S&P 500 is trading at approximately 25 times this year's earnings and 22 times next year's earnings, which is on the higher side but not excessively expensive, the concern lies with speculative stocks lacking profitability [1] - The speaker is adjusting his view on super speculative stocks, advising caution and emphasizing the risk of significant declines from elevated levels [2] Sector-Specific Analysis - Nuclear stocks, crypto derivatives, and quantum computing companies are identified as speculative sectors with many money-losing entities [2] - The data center sector, driven by AI, is experiencing rapid growth, but there are concerns about whether the spending is sustainable and not overly reliant on debt [2][26][27] - The timing chip sector, exemplified by companies like Sai Time, is experiencing significant growth due to its essential role in various applications, including data centers and smartphones [8] Company Performance & Outlook - Micron reported stellar earnings with revenue up 46% year-over-year and gross margin up nearly 900 basis points, driven by AI data center demand [3][4] - Micron's guidance for the current quarter includes revenue growth of 40% to 47% and gross margins between 505% and 525%, with earnings per share expected to be $365 to $385 [4] - Sai Time has experienced substantial growth since its public offering in 2019, with its stock price increasing from $13 to around $300, driven by its diversified applications and innovative timing chip technology [8] Market Trends & Predictions - Technical analysis suggests that gold and Bitcoin could decline for the remainder of the year, based on commercial hedging activity and historical cycles [5][6][7] - The data center buildout is expected to continue, potentially creating two economies: one driven by data centers and another needing more rate cuts [27] - AI is driving significant growth in various sectors, including smartphones, where AI-ready devices are increasing DRAM content [5]

Hello everyone. The Federal Reserve has finally admitted tariffs have not been inflationary. We're going to discuss whether the Fed should be replaced by artificial intelligence. I'm going to share my theory on why gold is surging higher. And John Narian is going to join us to dissect the current state of financial markets. We're live today from the desk of Anthony Pompiano. [Music] Before we get into today's show, I need your help. My goal is to get to 1 million subscribers on YouTube, but we only have 25, ...

Gold keeps breaking records.New all-time high after all-time high.Bitcoin is next.Stay ready. https://t.co/AIEqqWBsJ5 ...

From the Desk of Anthony Pompliano0:00 The FED Finally Admits Tariffs Are Not Inflationary4:35 Why We Need An Artificial Intelligence FED8:24 Gold Is Up 40% In 2025 - Best Year Since 19799:37 Jon Najarian Interview At The Independent Investor SummitEnjoy! https://t.co/uPREVWJ1Xk ...