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Donating money resulted in a plummet of values! The USA Technology industry trying to curry favor with Trump ended up being a "Faustian trade."
① Just as USA Technology companies were once very cocky at the beginning of Trump's presidency, they now find themselves in big trouble; ② Due to tariff policies and market turmoil caused by Trump's overreach, the performance of USA Technology companies has been collectively downgraded this year, and Stocks have also been heavily sold off; ③ Musk, Huang Renxun, Zuckerberg, and Bezos have lost nearly 200 billion dollars in wealth, leading to their support for Trump being regarded as a deal with the devil.
Here's the Major Earnings Before the Open Tomorrow
Under the Radar: Value Is Rising From the Ashes of Market Turmoil
A JPMorgan survey indicates that the S&P 500 Index has peaked this year, but investors remain bullish on the Magnificent 7.
① A JPMorgan survey shows that 93% of investors believe the S&P 500 Index will hover around 6000 points or lower in the next 12 months, with 40% expecting it to remain within the 5000-5500 points Range; ② Respondents unanimously believe that trade wars and tariff uncertainties will trigger economic consequences, with 61% expecting the USA economy to face stagflation in the next 12 months.
Will the US Stock Market's Rebound Ignite Your Next Trade?
The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
