The daily space to share what you’re watching, what you’re trading, and what you’re thinking.
How do you think market is going to react tomorrow based on the wars in middle east given the latest developments of US attacking nuclear sites of Iran.
Markets likely to open slightly lower (~0.5–1%) unless escalation continues.
Energy Stocks: Likely up — XLE, ExxonMobil, Chevron, etc.
Defense Contractors: Lockheed Martin, Northrop Grumman may see significant gains.
Atleast 1% negative or more.
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Feels like everyone’s waiting to see Iran’s response before reacting.
Kinda wild how a nuclear site strike gets treated like just another Tuesday on Wall Street.
Is this already priced in or are algo traders just ignoring geopolitics now?
Seems like already priced in. Iran’s move will be important. I saw a news that Iran attacked US bases in Syria, then realized it was from a local small news agency.
Indian media was happy to pick it up asap.
This Week’s Top 5 Stocks - Some of these jumped 20%+
AeroVironment (AVAV) : Shares surged by 20% following strong fourth-quarter results, with earnings per share climbing to $1.61 and a 40% increase in sales, reaching $275.1 million.
Bumble (BMBL) : Announced plans to lay off 30% of its workforce to cut costs by $40 million annually, leading to a 12% rise in share prices and raised revenue forecasts.
Palantir Technologies (PLTR) : Stock continues to climb, marking a 5.5-fold increase over the past year, bolstered by new ventures and expected changes in the FTSE Russell index.
BP (BP) : Shares jumped 8% following reports of Shell’s acquisition talks, with rumors of a potential $80 billion takeover in preliminary stages.
BlackBerry (BB) : Stocks leaped by up to 20.6% following strong first-quarter earnings, raised revenue forecasts, and a share buyback program, fueled by growing demand in its cybersecurity services.
Micron (MU) : Beating earnings and revenue expectations and offering an upbeat forecast that exceeded analyst estimates.
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US stocks rise to the brink of a record and recover nearly all their 20% springtime drop
Nvidia which has been the poster child of the frenzy around artificial-intelligence technology, added 0.5%. It’s the most valuable company in the U.S. stock market after rushing 61% higher since April 8, towering over the S&P 500’s gain of 23%.
Another AI darling, Super Micro Computer, rose 5.7% to bring its gain since April 8 to 55%.
Read more: US stocks rise to the brink of a record and recover nearly all their 20% springtime drop
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Is this bull run over for now? Most AI, Semiconductor stocks have breached their previous ATH and their RSI is now close to 75. Shouldn’t they and the NASDAQ start correcting from Monday?
How much do you expect the AI stocks to correct by?
Read: Nvidia, Palantir, Microsoft, AMD (at resistance level)
Do you expect money to now flow into more beaten down or laggard stocks like Google, Apple, Amazon, Salesforce?
Or non-tech giants like Walmart, HD, Pepsi have a better chance of recovering now?
Any other stocks which you see going up next week?
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Yes Google earnings are around the corner… may touch ath or more
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Do you think this will affect Tesla stocks today?
A “Big” US–India trade deal is brewing, and markets are watching closely.
India’s tech, infra, and energy sectors could see a tailwind.
US firms betting on India for supply chain, AI, and defense deals.
Agriculture, Pharma and FMCG stocks can gain more. US stocks likely will gain more from the deal than Indian stocks in my opinion. Wise to invest directly in US stocks.