Amazon Bull Piles Onto Call Options Ahead of Earnings : Options Chatter
Reaffirm NVIDIA's "Shareholding" rating! Morgan Stanley emphasizes that the notion of a slowdown in AI growth is quite ridiculous.
① Morgan Stanley reports that the demand for AI chips remains huge, which will drive strong growth in the Industry; ② Analysts at Morgan Stanley point out that the production of AI tokens has increased fivefold since the beginning of this year, driving a surge in investment; ③ Although NVIDIA's stock price has plummeted this year, revenue from its new Blackwell chip is expected to grow rapidly, and Morgan Stanley reaffirms NVIDIA's 'Shareholding' rating.
Amazon and NVIDIA discuss AI Energy demand: in the short term, clean Energy may yield to fossil fuels!
① Executives from Amazon and NVIDIA mentioned at an Energy conference that they would consider using Henry Hub Natural Gas and other fossil fuels to power AI Datacenters; ② They pointed out that reducing carbon emissions remains a long-term goal for companies, but in the short term, it is still necessary to rely on secure and stable fossil fuels to provide electrical utilities for Datacenters; ③ However, the idea of using Coal for power has been controversial, with some arguing that it should not be the preferred choice.
Next week, the two tech giants that are "most impacted by tariffs" will speak to the market.
Next week, Amazon and Apple will release their Earnings Reports, and they may be the two Technology giants most severely impacted by the tariff storm. The former relies heavily on suppliers and retailers in Asia, while the latter may benefit in the short term due to Consumer advance purchasing behavior but will face long-term pressure.
Tesla Prepares for Robotaxi Reveal in June, Insiders Share Secrets
Tesla Rises Prices in Canada, Pushes Pre-tariff Inventory: Report
This Is What Elon Musk & Other Tesla Execs Said About Tariffs on the Earnings Call
Bulls Vs. Bears: Amazon Revisited Ahead of Earnings Next Week
Wall Street Bets On Bulls, Not Tariffs, As Rare 'Breadth Thrust' Lifts Stocks
Buffett Remembers Media Legend And Hero Katharine Graham Ahead Of Streaming Documentary: 'She Was One Of A Kind'
Trending Stocks in a Week of Recovery for U.S. Market
DeepMind Staffers in UK Trying to Unionize: Report
Wall Street Powers to Second-best Weekly Gain of the Year With a Nearly 5% Advance
SPDR S&P 500 ETF Trust: A Resilient Buy Amidst Market Volatility
Notable Analyst Calls This Week: Alphabet, UPS and On Semiconductor Stocks Among Top Picks
Alphabet Sparks Valuation Debate After Q1 Beat
S&P 500 Recovers Half of Its Tariff Decline. What It Will Take to Make It All the Way Back
Tesla Posts Best Weekly Advance for 2025 Despite Q1 Miss
Benzinga Bulls And Bears: Netflix, Novavax, Intel — And The Market Begins To Bounce Back
JPMorgan survey: The market widely predicts that the USA will fall into stagflation, and the dollar continues to weaken.
The survey released by JPMorgan on Friday shows that the market generally believes that the risk of stagflation in the USA over the next year is much higher than the risk of recession, while the most Bullish asset class for 2025 is Cash; Most respondents believe that the trade war initiated by the Trump administration is the most negatively impactful policy on the USA.