News Alerts

@newsalertsnow

NONSTOP NONPARTISAN NEWS

Finance focused.

Occasional analysis and commentary will be posted.

News Alerts (English)

Are you tired of scrolling through biased news sources trying to find the latest updates? Look no further than our Telegram channel, News Alerts! With the username @newsalertsnow, we provide nonstop, nonpartisan news coverage that is finance-focused. Stay informed about the latest developments in the world of finance, with occasional analysis and commentary to help you make sense of it all. Whether you're a business professional, investor, or simply interested in staying up-to-date with current events, our channel is the perfect source for timely and unbiased news. Join us today and never miss a beat when it comes to important news alerts!

News Alerts

15 Feb, 22:20

The Nasdaq post-ChatGPT amazingly continues to track its action following the release of the first web browser, ⁦@pmarca⁩’s Netscape, about as closely as it gets. Both up just over 80% through 553 trading days

Here’s the correlation of the Nasdaq since ChatGPT versus other major tech releases over the last five decades.

BespokeInvest

News Alerts

15 Feb, 22:17

Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios

Here's what their portfolios looked like as of the end of Q4 ⬇️

Buffett, Ackman, Gates and more 13F filings:

THREAD

News Alerts

10 Feb, 12:36

$ON | ON Semiconductor Q424 Earnings:
- EPS: $0.88 Vs $1.28 Y/Y
- Adj EPS: $0.99 (est $0.97)
- Revenue: $1.72B (est $1.76B)
- Sees Q1 Adj EPS Between $0.45 - $0.55 (est $0.89)
- Sees Q1 Revenue Between $1.35B - $1.45B (est $1.69B)

News Alerts

09 Feb, 12:12

$BP Activist Elliott Said to Build Stake in Struggling Oil Major BP

(BBG) Elliott Investment Management has built a significant stake in BP Plc, according to people familiar with the matter, as the British oil major struggles to win back investor confidence and reverse years of underperformance.

Elliott believes BP is significantly undervalued and its performance is disappointing, they said. The exact size of the stake couldn’t be immediately learned.

Reuters

News Alerts

09 Feb, 12:03

Amazon $AMZN ended 1997 with a cash balance of $125 Million

Amazon just ended 2024 with cash balances of ...

$101 BILLION

[Letters from 1997 FY results, Goals for 1998]

Evan

News Alerts

08 Feb, 19:02

VOLATILITY FOR THEE ... Tradr is proposing a 2x $RGTI (Rigetti Computing) which would have est 90d volatility of like 600%. For context that's TRIPLE a 2x $MSTR ETF and 50x the S&P 500. Half of these in same boat. What's hotter then a ghost pepper bc I need new metaphor

Eric Balchunas

News Alerts

08 Feb, 15:36

Bird flu hits dairy cows—expert warns it could be worse than COVID

The USDA confirmed that bird flu (H5N1) has infected six dairy herds in Nevada, marking the first time this deadly strain has spread to cattle from wild birds.

Why it matters:
🔹 The D1.1 variant is linked to a fatal case in Louisiana and a severe infection in Canada.
🔹 Experts fear it could become endemic, making outbreaks harder to control.

Benzinga

News Alerts

08 Feb, 15:31

"Miran argues that investors should expect tariffs to be used initially as a dramatic negotiating tactic (as they were this week). They will later be deployed as a longer term means of raising revenue and demarcating geopolitical allies. . . White House could force countries who enjoy the US security umbrella to finance its deficit by buying very long-dated treasury bonds.

. . while tariffs will initially strengthen the dollar, the greenback should eventually fall, even if the White House defends its reserve currency status. How?. . several tactics that could be used, including “voluntary” co-operation from the Federal Reserve and a multilateral dollar devaluation accord.

Stephen Miran, Head Trump Council of Economic Advisers

MEMO

News Alerts

08 Feb, 15:25

Gold Price Action - There are a lot of different drivers so far in 2025, but this is a new engine. US Treasury is about to get very creative around the assets on Uncle Sam’s balance sheet.

FT

News Alerts

08 Feb, 15:18

BALTIC STATES JOIN EU POWER GRID

News Alerts

08 Feb, 15:16

Recent tariffs on China went under the radar, drowned out by threat of 25% tariffs on Canada & Mexico. Those didn't happen, but China tariffs did. They're big, coming near combined tariff hikes in 2018/19. Cut through the noise and this trade war is about China, as it should be.

Robin Brooks

News Alerts

08 Feb, 15:12

Notable earnings next week of FEB 10 include $SHOP $SMCI $VRT $COIN $HOOD $PANW

News Alerts

05 Feb, 14:33

U.S. International Trade in Goods and Services, December and Annual 2024
The U.S. monthly international trade deficit increased in December 2024 according to the U.S. Bureau of Economic Analysis and the U.S. Census Bureau. The deficit increased from $78.9 billion in November (revised) to $98.4 billion in December, as imports increased and exports decreased. The goods deficit increased $18.9 billion in December to $123.0 billion. The services surplus decreased $0.6 billion in December to $24.5 billion. Full Text

Published February 05, 2025 at 05:30AM
Read more at bea.gov

News Alerts

04 Feb, 21:36

*ALPHABET SEES 2025 CAPEX ABOUT $75B, EST. $57.9B ...

Missed on cloud revs

*ALPHABET 4Q REV. EX-TAC $81.62B, EST. $82.82B

*ALPHABET 4Q EPS $2.15, EST. $2.13

*ALPHABET 4Q GOOGLE CLOUD REV. $11.96B, EST. $12.19B

Down nearly 7% following earnings

News Alerts

04 Feb, 19:47

Trump’s Crypto Czar David Sacks To Hold Press Conference On Digital Assets

LIVE

News Alerts

04 Feb, 08:53

CONTEXT: chart shows how much crude China imports from the US (EIA) #OOTT

News Alerts

04 Feb, 08:52

China tariffs come into focus as North American spat fades

-Beijing slaps 15% levy on U.S. LNG, coal; 10% on crude, farm equipment

Reuters

News Alerts

04 Feb, 08:46

The Mexico ETF $EWW outperformed every other country ETF today after settling the 48-hour tariff spat.

BespokeInvest

News Alerts

04 Feb, 08:45

$ARKK components

'it appears they have cleaned up their process . . . they were holding the dogs of the dogs (names in deep downtrends)'

Christian Fromhertz

News Alerts

03 Feb, 02:18

ETH with the old 25% forced liquidation in minutes

zerohedge

News Alerts

03 Feb, 02:08

$2150

News Alerts

03 Feb, 02:07

$2200

News Alerts

03 Feb, 02:07

Eth slides below 2300

News Alerts

03 Feb, 02:01

Eth at $2550 while BTC holds a 93k handle

News Alerts

03 Feb, 01:48

US equities and crypto down sharply in overnight markets

News Alerts

03 Feb, 00:00

US futures take another dive after the Sunday overnight markets open

News Alerts

02 Feb, 04:15

Trump trade war escalates with Canada and Mexico imposing retaliatory tariffs

News Alerts

31 Jan, 13:48

Personal Income and Outlays, December 2024
Personal income increased $92.0 billion (0.4 percent at a monthly rate) in December, according to estimates released today by the U.S. Bureau of Economic Analysis. Disposable personal income (DPI)-personal income less personal current taxes-increased $79.7 billion (0.4 percent) and personal consumption expenditures (PCE) increased $133.6 billion (0.7 percent). Personal outlays-the sum of PCE, personal interest payments, and personal current transfer payments-increased $129.5 billion in December. Personal saving was $843.2 billion in December and the personal saving rate-personal saving as a percentage of disposable personal income-was 3.8 percent. Full Text

Published January 31, 2025 at 05:30AM
Read more at bea.gov

News Alerts

30 Jan, 13:53

Gross Domestic Product, 4th Quarter and Year 2024 (Advance Estimate)
Real gross domestic product (GDP) increased at an annual rate of 2.3 percent in the fourth quarter of 2024, according to the advance estimate. In the third quarter, real GDP increased 3.1 percent. The increase in real GDP in the fourth quarter primarily reflected increases in consumer spending and government spending that were partly offset by a decrease in investment. Imports, which are a subtraction in the calculation of GDP, decreased. Full Text

Published January 30, 2025 at 05:30AM
Read more at bea.gov

News Alerts

30 Jan, 04:51

WASHINGTON (AP) — Washington Reagan National Airport closed til 5 a.m. Friday after midair collision between American Airlines and Blackhawk helicopter, Federal Aviation Administration says

News Alerts

27 Jan, 20:25

$NVDA down 17.7% as last half hour of trading approaches

News Alerts

27 Jan, 09:13

Premarket US futures:
NASDAQ 100 down 3%
SPX down 2%

Semis hit broadly with $NVDA down 7.2%

News Alerts

27 Jan, 02:03

Perplexity AI has presented a new proposal to TikTok's parent company that would allow the U.S. government to own up to 50% of a new entity that merges Perplexity with TikTok's U.S. business, according to a person familiar with the matter

CBS

News Alerts

27 Jan, 00:36

NASDAQ 100 futures down 1.24% in early off market trading

News Alerts

26 Jan, 23:53

Volatility this week:
1) DeepSeek & implications for the AI mkt leaders.
2) Fed Decision Wednesday
3) Big earnings week
4) Trump tariffs any or many. Colombia dispute over repatriation flights.

News Alerts

26 Jan, 12:05

🇺🇸 Fed Week: FOMC meeting on January 29. 2PM EST rate decision with Powell presser at 230PM

News Alerts

26 Jan, 06:57

Early stages of AI modeling race show different leaders

News Alerts

26 Jan, 05:09

Deepseek explodes onto the AI scene

WIRED

News Alerts

26 Jan, 04:36

Losing is Optional: Retail Option Trading and Expected Announcement Volatility

News Alerts

25 Jan, 05:32

Notable earnings next week of Jan 27 include $TSLA, $META, $AAPL, $INTC

News Alerts

23 Jan, 16:36

US Pres. Trump: We Need Double The Energy We Have In US ‘For AI To Be As Big As We Want It’
- Will Give Emergency Declarations So Building Can Start

News Alerts

23 Jan, 16:29

🇺🇸🇸🇻 Donald Trump and El Salvador's Bitcoin-friendly President Nayib Bukele are set to talk today at 3:30 PM ET. Rumors of a Bitcoin-related executive order are swirling, but nothing confirmed yet

News Alerts

23 Jan, 16:29

TRUMP: I WILL DEMAND THAT INTEREST RATES DROP IMMEDIATELY

News Alerts

23 Jan, 16:29

Trump tells Davos business elite he wants to reverse inflation, cut taxes

Reuters

News Alerts

23 Jan, 16:12

Inflation could drive bond yields to 20-year highs and shock the stock market, BlackRock chief Larry Fink says

News Alerts

22 Jan, 13:26

Netflix up nearly 15% premarket after earnings yesterday AH

$NFLX Netflix Q4 FY24:

• Members +19M Q/Q to 302M.
• Revenue +16% Y/Y to $10.2B ($140M beat).
• Operating margin 22% (+5pp Y/Y).
• EPS $4.27 ($0.07 beat).

FY25 Guidance:
• Revenue ~$44B ($0.5B raise).
• Operating margin 29% (1pp raise).

News Alerts

22 Jan, 12:31

Rolling 2-year correlation between S&P 500 (blue) and 10y Treasury yield (orange) has been negative since March 2022

News Alerts

22 Jan, 12:31

$RIO Rio Tinto bets Donald Trump will give green light to US copper mine

Arizona facility could supply 25% of American needs after being held up for 12 years in battle over permits (FT)

News Alerts

22 Jan, 12:17

JP MORGAN'S JAMIE DIMON ON RELATION WITH MUSK SAYS: "WE SETTLED SOME OF OUR DIFFERENCES"

MUSK AND I HAVE HUGGED IT OUT,' HE'S OUR EINSTEIN'

News Alerts

21 Jan, 19:54

JUST IN:

OpenAI, Softbank, $MSFT Microsoft and Oracle $ORCL are planning to create a new joint venture called "Stargate" to build out new AI infrastructure in the US 🇺🇸

The companies are expected to plan to commit $100B initially and up to $500B over the next 4 years - CBS

Evan

News Alerts

15 Jan, 09:13

ALL EYES ON US CPI DUE 830AM EST

"Interesting $SPX prices ahead of CPI:

👉Today's straddle is a lofty $65/1.1% (ref 5,845, IV 33.5%) - certainly a higher price than we've seen in recent memory

🤔 Friday's SPX PM straddle is $94/1.6% with an IV of 22% - seems like a discount to the crowded 0DTE

I think we could see a +2% move into Friday..."

SpotGamma

News Alerts

13 Jan, 18:44

Economic Losses Related To California Fires Estimated Between $150 Bln To $275 Bln

Fitch

News Alerts

13 Jan, 18:06

3-2-1 cracks are down today while crude timespreads are roofing.

Unsustainable move.

HFI

News Alerts

13 Jan, 18:04

$IWM implying a 1.3% move for tomorrow (PPI 8:30am EST)

News Alerts

13 Jan, 16:22

$TLT Options Signal No Fear as Yields Spike Higher

"Unlike the previous two times when yields spiked and $TLT fell more than 9% in a month (Oct’23 and Oct’22), this time we’re seeing very little demand for protection in long-dated bonds.

In fact, $TLT 3M skew has actually flattened in recent weeks on upside call buying and is now trading ~flat vs a high of 3% in the two previous sell-offs (see chart below). In other words, traders are currently pricing roughly equal chance of yields being lower vs. higher in the next 3 months and are using options to fade this move.

This comes as $TLT option volumes have exploded higher. Over 1.35M contracts traded last Wednesday – 3rd highest volume day on record." - per Mandy Xu (CBOE)

News Alerts

13 Jan, 09:12

Fund Futures Show Traders No Longer Fully Price In A Federal Reserve Rate Cut By Year-End

Which means the Fed finally has a low bar to jump over

News Alerts

13 Jan, 08:08

J.P. Morgan Healthcare Conference Kicks Off this week in San Francisco. The Industry Isn’t Well

Barron's

News Alerts

13 Jan, 08:07

Rent-to-own startup @divvyhomes is being acquired in a 'fire sale' by Maymont Homes

It was backed by $400M in venture capital from investors including Andreessen Horowitz and Tiger Global

Fast Company

News Alerts

13 Jan, 08:06

SoftBank billionaire Masayoshi Son has pledged to invest $100 billion in the US over the next four years

News Alerts

13 Jan, 00:20

Heads up! Strong, locally damaging, NE/E winds will affect West LA Co. & much of Ventura Co thru Wednesday. Critical fire weather is expected, so PLEASE have multiple ways of getting notifications in case of new fires & prepare ahead of time. #venturacounty #LA #Cawx #Socal

NWS Los Angeles

News Alerts

12 Jan, 23:09

Trump will continue Biden admin’s push for Ukraine to lower age of conscription in an effort to stabilise the country’s front lines ahead of direct negotiations with Russia, Mike Waltz, Trump’s national security pick, said on ABC News today.

FT

News Alerts

12 Jan, 22:03

Start location and amateur footage from start of Palisades Fire identified

News Alerts

02 Jan, 02:13

2024 returns for sector ETFs, and yearly multi asset return breakdown

News Alerts

01 Jan, 21:41

Welcome to 2025!

News Alerts

01 Jan, 21:40

Alleged terrorist rams New Orleans celebrations while shooting at police. Cybertruck explodes outside Las Vegas Trump hotel

News Alerts

01 Jan, 00:11

2024 results for largest S&P stocks by market cap:

Apple $AAPL +30.1%🟢
Nvidia $NVDA +171.2%🟢
Microsoft $MSFT +12.1%🟢
Google $GOOGL +35.6%🟢
Amazon $AMZN +44.4%🟢
Facebook $META +65.5%🟢
Tesla $TSLA +62.5%🟢
Broadcom $AVGO +107.7%🟢
Berkshire Hathaway $BRK.B +27.1%🟢
Eli Lilly $LLY +32.4%🟢
Walmart $WMT +71.9%🟢
JPMorgan $JPM +40.9%🟢
Visa $V +21.4%🟢
Mastercard $MA +23.5%🟢
Exxon Mobil $XOM +7.6%🟢
Oracle $ORCL +58.1%🟢
UnitedHealth $UNH -3.9%🔴
Costco $COST +38.8%🟢
Procter & Gamble $PG +14.4%🟢

News Alerts

01 Jan, 00:10

SPX index ends year up 25%

News Alerts

01 Jan, 00:10

S&P500 heat map for 2024!

News Alerts

01 Jan, 00:10

In 2024, there were periods of retail junkies taking on more and more risk, but now "speculative mega-cap tech call buying has decreased significantly … down 75% from its peak." - Goldman.

News Alerts

01 Jan, 00:09

Close to -12%, in 2024, we are witnessing all-time, one of the largest underperformance of “stocks” relative to the “stock market” in 2024.

*6% of this was in December.

Lawrence McDonald

News Alerts

01 Jan, 00:08

Here are the official best-performing S&P 500 stocks from 2024

🥇 Palantir $PLTR +340.5%🟢
🥈 Vistra $VST +257.9%🟢
🥉 Nvidia $NVDA +171.2%🟢
GE Vernova $GEV +150.6%🟢
United Airlines $UAL +135.3%🟢
$AXON +129.9%🟢
Texas Pacific $TPL +113.9%🟢
Broadcom $AVGO +107.7%🟢
Targa $TRGP +105.5%🟢
Howmet $HWM +102.1%🟢
Constellation Energy $CEG +91.4%🟢
Arista $ANET +87.7%🟢
GoDaddy $GDDY +85.9%🟢
Netflix $NFLX +83.1%🟢
Deckers $DECK +82.3%🟢
$KKR +78.5%🟢
Royal Caribbean $RCL +78.2%🟢
Tapestry $TPR +77.5%🟢
Apollo $APO +77.2%🟢
NRG Energy $NRG +74.5%🟢

Evan

News Alerts

01 Jan, 00:08

The semis (SOX) ended the year with a 50-DMA cross below the 200-DMA; the first and only time this happened in 2024

BespokeInvest

News Alerts

30 Dec, 21:14

CME GROUP INC: ALL U.S. EQUITY OPTIONS EXPIRING ON JANUARY 9 WILL BE MOVED TO EXPIRE ON JANUARY 8

News Alerts

30 Dec, 21:14

US markets to close January 9 in honor of Jimmy Carter

News Alerts

30 Dec, 17:18

At the moment, this has been the worst month for the S&P 500 Equal Weight relative to the S&P 500 (cap-weighted) since March 2020. This would be the 3rd worst month since 1990 behind March 2020 and June 2000

BespokeInvest

News Alerts

30 Dec, 02:01

Following the death of a former US President, US markets will be CLOSED on the day Biden declares as National Day of Mourning

News Alerts

29 Dec, 21:31

Former US President Jimmy Carter has died

News Alerts

29 Dec, 06:01

good piece on why the changes to T2 and euro payments infrastructure explains the fake "dollarisation"

What everyone on the internet is getting wrong about the notorious SWIFT payments chart.

John Paul Koning

News Alerts

05 Dec, 14:04

U.S. International Trade in Goods and Services, October 2024
The U.S. monthly international trade deficit decreased in October 2024 according to the U.S. Bureau of Economic Analysis and the U.S. Census Bureau. The deficit decreased from $83.8 billion in September (revised) to $73.8 billion in October, as imports decreased more than exports. The goods deficit decreased $10.4 billion in October to $98.7 billion. The services surplus decreased $0.4 billion in October to $24.8 billion. Full Text

Published December 05, 2024 at 05:30AM
Read more at bea.gov

News Alerts

05 Dec, 02:43

BITCOIN SURPASSES $100,000

News Alerts

04 Dec, 14:09

Gross Domestic Product by County and Metropolitan Area, 2023
In 2023, real gross domestic product (GDP) increased in 2,357 counties, decreased in 734 counties, and was unchanged in 23 counties. The percent change in real GDP ranged from 125.8 percent in Throckmorton County, TX, to -39.6 percent in Lincoln County, WA. Full Text

Published December 04, 2024 at 05:30AM
Read more at bea.gov

News Alerts

03 Dec, 08:44

CSPs as % of Data Center revenue, $NVDA:

Q4 2023 – +50%

Q1 2024 – mid 40%

Q2 2024 – 45%

Q3 2024 – 50%

News Alerts

03 Dec, 08:42

Data center construction has exploded. Total spend on data centers was $30 bn annualized in October, a new record and roughly triple what it was in mid-2022.

BespokeInvest

News Alerts

02 Dec, 20:27

Odds of December fed cut of 25bps rise to 70%

News Alerts

28 Nov, 03:28

Reminder: US markets will be closed November 28 for Thanksgiving. The following day, Friday they will close early at 1PM EST

News Alerts

27 Nov, 15:58

Personal Income and Outlays, October 2024
Personal income increased $147.4 billion (0.6 percent at a monthly rate) in October. Disposable personal income (DPI)-personal income less personal current taxes-increased $144.1 billion (0.7 percent). Personal outlays-the sum of personal consumption expenditures (PCE), personal interest payments, and personal current transfer payments-increased $69.8 billion (0.3 percent) and consumer spending increased $72.3 billion (0.4 percent). Personal saving was $962.7 billion and the personal saving rate-personal saving as a percentage of disposable personal income-was 4.4 percent in October. Full Text

Published November 27, 2024 at 07:00AM
Read more at bea.gov

News Alerts

27 Nov, 13:58

Gross Domestic Product, Third Quarter 2024 (Second Estimate) and Corporate Profits (Preliminary)
Real gross domestic product (GDP) increased at an annual rate of 2.8 percent in the third quarter of 2024, according to the "second" estimate. In the second quarter, real GDP increased 3.0 percent. The increase in the third quarter primarily reflected increases in consumer spending, exports, federal government spending, and business investment. Imports, which are a subtraction in the calculation of GDP, increased. Full Text

Published November 27, 2024 at 05:30AM
Read more at bea.gov

News Alerts

26 Nov, 18:08

S&P trailing PE getting spicy post election

News Alerts

26 Nov, 17:46

*US NOV. CONSUMER CONFIDENCE 111.7; EST. 111.8

*US OCT. NEW HOME SALES 610,000 ANN. RATE; EST. 725K

News Alerts

25 Nov, 17:51

Israel - Hezbollah to announce truce within 36 hours via Biden and Macron

-Lebanese sources

News Alerts

25 Nov, 12:57

MSTR - MicroStrategy Could Soon Reveal $3 Billion of Bitcoin Buys With Bond Proceeds

The crypto world is awaiting a fresh MicroStrategy purchase of bitcoin using proceeds from a $3 billion convertible bond sale that closed on Friday. That deal was boosted in size from $2.6 billion due to strong investor demand

Barron's

News Alerts

25 Nov, 12:54

Tesla $TSLA has been covered plenty, but it's the two private prison stocks, GEO Group $GEO and CoreCivic $CXW, that are up the most in the S&P 1500 since Election Day

BespokeInvest

News Alerts

21 Nov, 23:18

Gross Domestic Product for the Commonwealth of the Northern Mariana Islands, 2021 and 2022
Real gross domestic product (GDP) for the Commonwealth of the Northern Mariana Islands increased 16.7 percent in 2022 and 5.1 percent in 2021 after decreasing 29.1 percent in 2020. The growth in real GDP from 2021 to 2022 reflected increases in exports, government spending, and private fixed investment. These increases were partly offset by a decrease in personal consumption expenditures. Imports, a subtraction item in the calculation of GDP, increased. Full Text

Published November 21, 2024 at 03:00PM
Read more at bea.gov

News Alerts

21 Nov, 12:20

How is private credit weathering its first big rate hiking cycle?

FT Alphaville

News Alerts

21 Nov, 12:19

UKRAINE'S ZELENSKIY SAYS RUSSIA USED NEW MISSILE IN ATTACK ON UKRAINE TODAY

UKRAINE'S ZELENSKIY SAYS SPEED AND ALTITUDE SHOW IT WAS ICBM, EXPERT REVIEW CONTINUES

News Alerts

21 Nov, 12:18

U.S.-Listed Shares of $PDD Holdings Drop 15% Premarket After Q3 Results

News Alerts

21 Nov, 12:18

ICC ISSUES ARREST WARRANT FOR ISRAEL PM NETANYAHU

News Alerts

21 Nov, 12:13

BTC surpasses $98k this morning

News Alerts

20 Nov, 23:22

$SNOW 153 handle, up 18%

$SNOW: EPS of $0.20, beat by $0.05 - Rev Beat

$SNOW Product revenue of $900.3 million in the third quarter, representing 29% year-over-year growth Net revenue retention rate of 127% 542 customers with trailing 12-month product revenue greater than $1 million 754 Forbes Global 2000 customers Remaining performance obligations of $5.7 billion, representing 55% year-over-year growth

News Alerts

20 Nov, 23:22

$NVDA Nvidia 3Q Revenue Beats Estimates

*NVIDIA 3Q DATA CENTER REVENUE $30.8B, EST. $29.14B

News Alerts

20 Nov, 23:21

$NVDA Nvidia Guides Q4 Sales $37.125 billion at midpoint vs $36.8 billion estimate (whisper number $38.75 billion)

JaguarAnalytics

News Alerts

20 Nov, 23:21

$NVDA EPS of $0.78 beating expectations of $0.75 Revenue of $35.1B beating expectations of $33.1B

NVIDIA’s outlook for the fourth quarter of fiscal 2025 is as follows:
Revenue is expected to be $37.5 billion, plus or minus 2%.
GAAP and non-GAAP gross margins are expected to be 73.0% and 73.5%, respectively, plus or minus 50 basis points.
GAAP and non-GAAP operating expenses are expected to be approximately $4.8 billion and $3.4 billion, respectively.
GAAP and non-GAAP other income and expense are expected to be an income of approximately $400 million, excluding gains and losses from non-affiliated investments and publicly-held equity securities.
GAAP and non-GAAP tax rates are expected to be 16.5%, plus or minus 1%, excluding any discrete items.

News Alerts

20 Nov, 15:24

Outdoor Recreation Satellite Account, U.S. and States, 2023
The U.S. Bureau of Economic Analysis released statistics today measuring the outdoor recreation economy for the nation, all 50 states, and the District of Columbia. The new U.S. data show that the value added of the outdoor recreation economy accounted for 2.3 percent ($639.5 billion) of current-dollar gross domestic product (GDP) for the nation in 2023. At the state level, value added for outdoor recreation as a share of state GDP ranged from 6.3 percent in Hawaii to 1.6 percent in Delaware, Connecticut, and New York. The share was 0.8 percent in the District of Columbia. Full Text

Published November 20, 2024 at 07:00AM
Read more at bea.gov

News Alerts

20 Nov, 05:58

$NVDA Nvidia Forecast Will Show If It’s Meeting AI Demand: Preview (Bloomberg)

News Alerts

20 Nov, 05:57

NVIDIA $NVDA reports tomorrow after the close. Since the start of 2020, NVDA has reported an earnings triple play on 15 of 19 reports.

Here's NVIDIA's $NVDA forward estimated price to sales multiple based on its current market cap of more than $3.5 trillion. Trades at 10x estimated 2030 sales.

News Alerts

20 Nov, 05:56

It was already trending lower, but following the election, the Health Care sector's weighting in the S&P 500 has fallen to its lowest level since September 2000!

BespokeInvest

News Alerts

15 Nov, 13:43

Activities of U.S. Affiliates of Foreign Multinational Enterprises, 2022
Majority-owned U.S. affiliates of foreign multinational enterprises employed 8.35 million workers in the United States in 2022, a 6.8 percent increase from 7.82 million workers in 2021, according to the U.S. Bureau of Economic Analysis. These affiliates accounted for 6.2 percent of total private-industry employment in the United States in 2022. Full Text

Published November 15, 2024 at 05:30AM
Read more at bea.gov

News Alerts

14 Nov, 13:48

Personal Income by County and Metropolitan Area, 2023
In 2023, personal income, in current dollars, increased in 2,814 counties, decreased in 295, and was unchanged in five counties in 2023. Personal income increased 6.0 percent in the metropolitan portion of the United States and 4.7 percent in the nonmetropolitan portion. Full Text

Published November 14, 2024 at 05:30AM
Read more at bea.gov

News Alerts

13 Nov, 15:40

Today's Economic Indicators Results

CPI (MoM): 0.2% vs 0.2% est.🔵
CPI (YoY): 2.6% vs 2.6% est.🔵
Core CPI (MoM): 0.3% vs 0.3% est.🔵
Core CPI (YoY): 3.3% vs 3.3% est.🔵

News Alerts

13 Nov, 15:39

Bitcoin climbed over $92,000 this morning for the first time ever, on its quest to $100k

News Alerts

10 Nov, 19:02

Bitcoin has risen above $80,000 this morning, with Ethereum holding above $3200

News Alerts

10 Nov, 03:37

Donald Trump wins Arizona. With the final state called in the presidential election, Trump won 312 electoral votes and Kamala Harris won 226 electoral votes

AP

News Alerts

09 Nov, 18:13

From the FT article, "Inflation worries seep back into US bond market."

News Alerts

09 Nov, 18:12

What a week. After ending October with its best YTD gain in a Presidential Election year since 1936, the S&P 500 $SPY tacked on another 4%+ this week.

Small-caps $IWM surged even more (+8.7%), while Consumer Discretionary $XLY has Tesla $TSLA to thank for its 7.5% gain.

BespokeInvest

News Alerts

09 Nov, 18:11

The Destiny Tech 100 $DXYZ closed-end fund that is 37.6% SpaceX is up 170% since Tuesday's close, putting it more than 450% above NAV

BespokeInvest

News Alerts

07 Nov, 20:39

Strikethrough comparison of FOMC text for November meeting

via Bloomberg

News Alerts

07 Nov, 20:37

*POWELL: EVEN WITH TODAY'S CUT, POLICY IS STILL RESTRICTIVE

News Alerts

07 Nov, 20:37

Fed cut by 25bps, unanimous decision

#FOMC

*FED LOWERS BENCHMARK RATE 25 BPS TO 4.5%-4.75% RANGE
*FED: LABOR MARKET CONDITIONS HAVE 'GENERALLY EASED'
*FED SAYS RISKS TO GOALS REMAIN 'ROUGHLY IN BALANCE'
*FED REMOVES REFERENCE TO GAINING CONFIDENCE ON INFLATION

News Alerts

07 Nov, 08:12

Fed Day today (all times ET)

2 PM:
FOMC Rate Decision

2:30 PM:
FOMC Press Conference

News Alerts

06 Nov, 07:27

Trump speaks from Mar A Lago

Link

News Alerts

06 Nov, 07:25

Trump takes the stage for the first time after winning the 2024 US election

News Alerts

06 Nov, 07:05

News Alerts pinned «Donald Trump is projected to be the 47th president of the United States»

News Alerts

06 Nov, 06:34

Donald Trump is projected to be the 47th president of the United States

News Alerts

06 Nov, 03:39

Georgia has been called for Trump

News Alerts

06 Nov, 02:57

Current Implied State-Level Prediction Market Electoral College Results: Trump 312, Harris 226 — an increase from the start of the night for Trump. (WSL ELECNIGHT)

Michael McDonough

News Alerts

06 Nov, 02:57

$MXN (Mexican Peso) now hits 20.64 per dollar, lowest in over two years..

News Alerts

01 Nov, 12:33

Most negative headline print since Dec 2020

News Alerts

01 Nov, 12:32

NFP: 12K JOBS, LAST TWO MONTHS REVISED DOWN BY 112K, UNEMPLOYMENT RATE HOLDS AT 4.1%

Economists had expected 100K new jobs, and a 4.1% unemployment rate

News Alerts

31 Oct, 12:33

Personal Income and Outlays, September 2024
Personal income increased $71.6 billion (0.3 percent at a monthly rate) in September. Disposable personal income (DPI)-personal income less personal current taxes-increased $57.4 billion (0.3 percent). Personal outlays-the sum of personal consumption expenditures (PCE), personal interest payments, and personal current transfer payments-increased $106.3 billion (0.5 percent) and consumer spending increased $105.8 billion (0.5 percent). Personal saving was $1.00 trillion and the personal saving rate-personal saving as a percentage of disposable personal income-was 4.6 percent in September. Full Text

Published October 31, 2024 at 05:30AM
Read more at bea.gov

News Alerts

30 Oct, 12:38

Gross Domestic Product, Third Quarter 2024 (Advance Estimate)
Real gross domestic product (GDP) increased at an annual rate of 2.8 percent in the third quarter of 2024, according to the "advance" estimate. In the second quarter, real GDP increased 3.0 percent. The increase in the third quarter primarily reflected increases in consumer spending, exports, and federal government spending. Imports, which are a subtraction in the calculation of GDP, increased. Full Text

Published October 30, 2024 at 05:30AM
Read more at bea.gov

News Alerts

29 Oct, 12:49

U.S. now spends as much on interest payments as they do on national defense for the first time in 3 decades 🚨

News Alerts

29 Oct, 12:38

Top-ranked bonds backed by office towers are on the verge of default, blindsiding investors. The pain may only get worse.

BBG

News Alerts

29 Oct, 12:35

Homebuyers Lose $33,000 in Purchasing Power in 6 Weeks As Mortgage Rates Hit 7%

A homebuyer on a $3,000 monthly budget has lost $33,250 in purchasing power over the last six weeks, with the daily average 30-year fixed mortgage rate rising to 7% on October 28, according to a new report from Redfin

This is the first time mortgage rates have hit 7% since the start of summer; they’re up nearly one percentage point from the 18-month low they dropped to in mid-September. A homebuyer on a $3,000 monthly budget can afford a $442,500 home with the current 7% mortgage rate. The same homebuyer could have purchased a $475,750 home with a 6.11% rate—the average on September 17.

Walter Bloomberg

News Alerts

29 Oct, 12:28

".. The options market is also bracing for the biggest post-election swings in U.S. Treasury yields in more than 30 years."

Reuters

News Alerts

29 Oct, 12:22

The bulk of S&P 500 companies are slated to report third-quarter earnings this week

News Alerts

26 Oct, 11:25

Israeli strikes targeted S-300 defense system near Tehran airport, IRGC bases, secretive Parchin military base — NYT

News Alerts

23 Oct, 20:32

$TSLA Tesla adjusted EPS beats

*TESLA EXPECTS SLIGHT GROWTH IN VEHICLE DELIVERIES IN 2024

*TESLA: PLANS FOR NEW VEHICLES REMAIN ON TRACK

News Alerts

23 Oct, 18:15

The NASDAQ is down over 2% today as mega caps get hit hardest

News Alerts

21 Oct, 20:29

Breadth was horrid today. The S&P 500 was only down 18 bps but the A/D line was -338 with just 81 stocks in the green. The S&P 500 Equal Weight ETF $RSP fell 0.85% and the small-cap Russell 2,000 $IWM fell 1.57%

BespokeInvest

News Alerts

21 Oct, 20:29

Of the 35 times the Fed has cut rates since 1994, the increase in the 10-year yield after the most recent cut ranks as the third largest.

BespokeInvest

News Alerts

21 Oct, 20:28

Nike $NKE and the NBA just announced a 12 year extension of their global outfitting, merchandising, marketing and content partnership

News Alerts

21 Oct, 20:27

*NVIDIA CROSSES $3.5 TRILLION MARKET CAP FOR FIRST TIME $NVDA

*NVIDIA NOW JUST $70B AWAY FROM REPLACING APPLE AS MOST VALUABLE COMPANY ON EARTH

News Alerts

20 Oct, 17:02

Junk bonds have been the best performing sector in the bond market this year as credit spreads have tightened to their lowest levels since 2007

Charlie Bilello

News Alerts

18 Oct, 08:05

GDPNow from ⁦@AtlantaFed⁩ now up to +3.4% (q/q ann.) for 3Q2024 … housing still the only component subtracting from growth; consumption’s contribution was boosted in most recent update

Liz Ann Sonders

News Alerts

18 Oct, 08:04

Gold spot price

FT Alphaville

News Alerts

16 Oct, 03:37

Europe's STOXX 600 is unchanged over the last five months

BespokeInvest

News Alerts

16 Oct, 03:32

ASML, leading supplier of advanced lithography equipment for making semiconductors lowered 2025 guidance today

News Alerts

16 Oct, 03:31

GLOBAL CHIP STOCKS SHED $420 BILLION TODAY AS ASML SHOCK HALTS REBOUND - Bloomberg

News Alerts

16 Oct, 02:14

According to the NY Fed's Survey of Consumer Expectations, the mean probability of missing a debt payment hit the highest level since the onset of the pandemic. For those making over $100K, it was the highest delinquency probability since September 2014.

BespokeInvest

News Alerts

10 Oct, 15:55

Today's Economic Indicators Results

CPI (MoM): 0.2% vs 0.1% est. 🟢
CPI (YoY): 2.4% vs 2.3% est. 🟢
Core CPI (MoM): 0.3% vs 0.2% est.🟢
Core CPI (YoY): 3.3% vs 3.2% est.🟢
Initial Jobless Claims: 258k vs 230k est.🔴
Continuing Jobless Claims: 1861k vs 1830k est.🔴

News Alerts

10 Oct, 15:54

Fed's Williams expects the economy to allow for further rate cuts, with the pace and size determined by economic data. He views the economy as solid, with a strong labor market. The recent rate cut should maintain economic strength, and he forecasts inflation to decrease to 2.25% this year and close to 2% by 2025. GDP is expected to be between 2.25%-2.5% in 2024, averaging 2.25% over the next two years. Unemployment is projected to be around 4.25% this year and in 2025, with the job market not expected to drive inflation.

News Alerts

08 Oct, 12:58

U.S. International Trade in Goods and Services, August 2024
The U.S. monthly international trade deficit decreased in August 2024 according to the U.S. Bureau of Economic Analysis and the U.S. Census Bureau. The deficit decreased from $78.9 billion in July (revised) to $70.4 billion in August, as exports increased and imports decreased. The goods deficit decreased $8.4 billion in August to $94.9 billion. The services surplus increased $0.1 billion in August to $24.4 billion. Full Text

Published October 08, 2024 at 05:30AM
Read more at bea.gov

News Alerts

07 Oct, 23:14

For the first time since 2005, we have a sub-900mb hurricane in the Atlantic Ocean. Extrapolated surface pressure of 898.6mb.

Joins an elite list of storms. The only Atlantic tropical cyclones with a central pressure below 900mb are Allen (1980), Rita (2005), Labor Day (1935), Gilbert (1988), and Wilma (2005).

News Alerts

07 Oct, 16:18

This week’s data dump includes CPI on Thursday

News Alerts

06 Oct, 10:40

Software price to sales is back to the same levels it was at back in 2021. Something to keep an eye on

BespokeInvest

News Alerts

06 Oct, 10:39

Sentiment:

The 12-month average of AAII bull/bear sentiment is at its highest level since the mid-aughts. Pre-Financial Crisis it was routinely here. Is the trust in markets finally back?

BespokeInvest

News Alerts

03 Oct, 13:39

Whenever the percentage of S&P 500 Utility sector stocks trading within 5% of a 252-day high surpassed 95%, the extreme overbought condition was likely to mark the end of a favorable period for the utility sector

Dean Christians

News Alerts

03 Oct, 13:38

Not all Utilities are created equal.
The S&P 500 Utilities sector outperformed the Dow Jones Utilities Index by the widest margin on record through the end of Q3.

BespokeInvest

News Alerts

03 Oct, 13:37

The FDA said today Eli Lilly's $LLY GLP-1 weight loss drug tirzepatide, is no longer in shortage in the USA

News Alerts

03 Oct, 13:09

Personal Consumption Expenditures by State, 2023
Personal consumption expenditures (PCE) increased in all 50 states and the District of Columbia in 2023. The percent change ranged from 8.1 percent in Florida to 4.7 percent in Iowa. Nationally, current-dollar PCE increased 6.4 percent in 2023 after increasing 9.8 percent in 2022. Full Text

Published October 03, 2024 at 05:30AM
Read more at bea.gov

News Alerts

02 Oct, 13:17

Chinese ADRs are up hugely in the last week following stimulus bets

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