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Proshares Ultra S&P500 Newsroom
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.
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U.S. stocks and the dollar have stopped falling and rebounded, yet Bank of America warns that investors should Sell at high points as the conditions for sustained growth are not present.
Bank of America strategists have stated that investors should consider selling on rallies in the US dollar and warned that the current conditions do not support a sustained increase.
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Americans are facing the "Trump tariff price hike wave" as platforms like Amazon and Temu collectively raise prices.
① Comparison websites show that there has been a round of price increases on the Amazon platform since April 9; ② According to previous announcements, the e-commerce platforms Temu and Shein will start increasing prices this Friday, and TikTok will also start increasing prices this Sunday; ③ Merchants in the USA have also stated that due to platform algorithms, price increases will be implemented in batches, with priority given to Commodities that USA Consumers "must buy".
U.S. Tech Giants to See Ad Biz Slowdown Stemming From Tariffs - WSJ
About 75% of the Names That Reported Earnings This Week Delivered EPS Wins: Earnings Scorecard