The Mag 7 Earnings Reports have begun! Under the tariff storm, Tesla has sounded the "red alert," and Google is facing a "chain reaction" of tariffs.
In the latest guidance, investors will clearly discern which tariff risks have been fully absorbed by the market and which potential impacts have not yet been priced in.
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As AI burns money rapidly and monetizing open-source models proves difficult, Meta seeks funding from Amazon and Microsoft.
In the past year, Meta sought funding support from several technology companies, including Microsoft and Amazon, to share the training costs of its flagship large language model Llama. Reports indicate that when Meta initially proposed the collaboration idea named "Llama Alliance," the market response was relatively lukewarm.
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Blue whale capital completely sold off Meta (META.US) and Microsoft (MSFT.US), going against the trend to buy NVIDIA (NVDA.US) at a low.
Last year, Blue Whale Capital significantly reduced its Hold Positions in Meta and Microsoft (MSFT.US), and has now completely exited its shares in both technology giants, while also increasing its Shareholding in NVIDIA.
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Weight stocks have faced a sharp decline, while the Dow Jones, known as the "most resilient" index in the U.S. stock market, has fallen against the trend.
The Dow Jones uses a price-weighted method, which means that price changes in high stock price shares have a greater impact on the index than those in low stock price shares. Overnight, the largest weighted stock, UnitedHealth, plummeted 18%, dragging the Dow down by 1.2%, while the S&P 500 Index rose by as much as 0.6%. Media compilation data shows that since 1954, instances where the Dow fell by 1% or more while the S&P rose at least 0.5% have only occurred once.