Fed hike 'wouldn't be the worst thing' for stocks - Citi's Chronert
Citi analyst Scott Chronert stated that a preemptive September Fed rate hike 'wouldn't be the worst thing' for equity markets, suggesting markets may respond positively unless it signals the start of a broader hiking cycle. Chronert believes sustaining equity valuations depends mainly on stability in the long end of the Treasury yield curve, particularly the 10-year yield, rather than the Fed funds rate.
Why it matters: The AI investment narrative is increasingly positive, with mega-cap technology stocks expected to find support and drive broader market gains as confidence builds in its persistence.
EWZ: Brazilian Election Trade Analysis
EWZ (NYSEARCA:EWZ) is covered in a Seeking Alpha article examining the Brazilian election trade. The piece highlights potential market impacts associated with Brazil's upcoming election.
Dell's $95 Billion AI Backlog Not the Primary Focus, Analyst Indicates
A Seeking Alpha article highlights that Dell's $95 billion AI backlog is not the key metric the author is monitoring. The piece suggests investors should focus on other indicators for Dell's AI trajectory.
Sandisk climbs 12% amid broad storage peer strength (SNDK:NASDAQ) - Seeking Alpha
Sandisk climbs 12% amid broad storage peer strength (SNDK:NASDAQ) Seeking Alpha
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
NVIDIA & 2 Profitable Stocks to Buy in September for Big Upside - Yahoo Finance
NVIDIA & 2 Profitable Stocks to Buy in September for Big Upside Yahoo Finance
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
nike employees are the most pessimistic theyve been in 18 months pulled the employee sentiment data on NKE and it does not look great.
the employee business outlook score (according to altindex) has gone from 58 in march 2025 to 48 this month. thats basically a straight line down for a year and a half and its the lowest reading in the whole window i can pull. what makes it odd is everything else looks fine. linkedin headcount is up around 20% year over year. open postings are up. july site traffic was up about 12% from a year ago. so from outside it looks like a business thats still growing, and inside it the people are the least optimistic theyve been since i started tracking this. stock is around 40 bucks, was mid 70s this time last year. i pull the outlook number off altindex, glassdoor is obviously the raw source if you want to dig. honestly not sure how much weight to put on this. employee mood can just track the stock and the layoff headlines instead of leading anything. does anyone here actually trade off employee outlook, or is it a lagging indicator dressed up as an early one? https://preview.redd.it/n24wqbx5
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
+$72k September Week 1 (end of weekly posts)
8/31 (EXP: 8/31) 7715/7720 CCS (+18k) 9/1 & 9/2 - Busy Jorking it 9/3 (Exp: 9/3) 7740/7735 PCS (+18k) 9/4 (Exp: 9/4) 7820/7825 CCS (+18k) 9/4 (Exp: 9/4) 7665/7660 PCS (+18k) Not that anybody cares but I've reached my goal of doubling the 500k collateral I'm putting up for these 1000 con trades. 454k to be exact from the July/Aug/Sept posts but there are much smaller safer spreads I was doing with the profits on the side that I didn't include in my previous posts that makes up to the remaining 50k. Still going to keep trading spreads b/c it's House Money now but I'll stop doing weekly updates and maybe do a single end of month update instead if I decide to post again. Getting one too many cringy DM's begging for money or asking me to join a discord server. And yes I know holding that 9/3 PCS to expiry was regarded lol.   submitted by   /u/ur_comment_is_low_IQ [link]   [comments]
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Weekend Discussion Thread for the Weekend of September 5-6
This post contains content not supported on old Reddit. Click here to view the full post   submitted by   /u/verified-trader [link]   [comments]
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
ASML Plans 40% Japan Workforce Expansion to Support Chip Boom
ASML Plans 40% Japan Workforce Expansion to Support Chip Boom（摘要待生成）
Ken Griffin's Citadel significantly lowers stake in surging chip stock
Ken Griffin's Citadel significantly lowers stake in surging chip stock（摘要待生成）
Oracle's Next Earnings Report Could Move the Stock 11% - Yahoo Finance
Oracle's Next Earnings Report Could Move the Stock 11% Yahoo Finance