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Nasdaq-100 Micro Index Options Newsroom
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Technology Weekly | Positive Tech Earnings Kick-Off Sweeps Away Tariff Gloom
What to Expect in the Week Ahead (Big Tech Earnings, GDP, Non-Farm Payrolls, and More)
Cross-border e-commerce platforms have collectively raised prices in the United States.
Companies are being forced to pass costs onto consumers.
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.
Next week's important schedule: USA and Europe Q1 GDP, USA non-farm employment, China PMI, Buffett Shareholders' Meeting, Microsoft, Apple, Meta, and Amazon Earnings Reports.
Berkshire Hathaway Inc. will hold its Shareholder Meeting, Meta will host its first AI Developer Conference, the Bank of Japan will announce its interest rate decision, and Japan and the USA may engage in a second round of negotiations. In terms of data, pay attention to the USA and Eurozone's Q1 GDP, the USA's April non-farm payroll report, March's PCE price index, and China's April manufacturing PMI. Regarding Earnings Reports, focus on Microsoft, Meta, Apple, Amazon, Pfizer, Eli Lilly and Co, Coca-Cola, Kweichow Moutai, and others.
Strategy Earnings Preview: Bitcoin Assets Set to Feature More Prominently in Strategy's Financials
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.
This Is What Executives From Major Companies Said About Tariffs This Week (Part 1)
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
SEC Chair Paul Atkins Says Crypto Deserves Clear Regulatory Rules, Praises 'Crypto Mom' Hester Peirce's Efforts
Bulls Vs. Bears: Amazon Revisited Ahead of Earnings Next Week
Wall Street Bets On Bulls, Not Tariffs, As Rare 'Breadth Thrust' Lifts Stocks