Replying to @Swingtrader777:Hi, tks for reading my post. Glad you liked it. Would you consider "Follow me" and get first hand read of my Daily new posts? Thanks//@Swingtrader777:Great article, would you like to share it?
Hi, My Pick post for today. Hope you like it. Help to Repost pls and give a Like pls - it is important to me & it enables more people to read about it ok. Thanks v much..
The $150 Billion Buyback. On Mon, 28 Sep 2026, $NVIDIA(NVDA)$’s CEO Jensen Huang’s announced a record $150 billion share-buyback, the single largest authorization increases in US corporate history. Honestly, it was a direct response to market doubts about NVDA’s valuation and the durability of AI boom - more than a capital-allocation update. Actually, I have touched on the #1 chipmaker’s valuation concerns in my last Thursday post. (click here !to read) By lifting the company’s remaining repurchase capacity to $235 billion thru’ FY 2028, NVDA effectively told investors that, in management’s view, the be
Most US stock market fell on Wednesday as Wall Street contended with the downside of a US economy that keeps powering through its many challenges. Only Nasdaq managed a +0.24% gain. As such AI related tech stocks registered gains too eg. NVDA, AMZN & PLTR. Will this persist, will depend on other reports due this week.
Treasury yields crept higher even as the personal consumption expenditures price index reading for August came in lighter than anticipated. All the opening gains soon evaporated overtime. I supposed even though PCE was lower then July's 3.7%, it's still +1.7% above Fed's ideal, no?
@JC888:VOO's Historic gains, Risks to investors. Really?
Despite a cooler than expected set of PCE inflation readings, 2 of 3 US composite indexes continued to slide on Wednesday, leaving only the Nasdaq with a marginal gain of +0.24%. Can we really say it's because of September month that is usually weak? Do we need to face the naked truth?
With US personal consumption expenditure (PCE) headline & core readings coming in cooler than July's readings, all 3 composite futures indexes showed that Wednesday trading is set to open higher. And with that, AI-related stocks are set to open higher too. NVDA (+0.89%), AMZN (+0.32%), PLTR (+0.16%).
A cooler than expected August 2026 - US personal consumption expenditure (PCE) inflation data - both headline and core, helped to turn around the 3 composite futures indexes. And just like that, VOO is set to open Wednesday higher as well. (see attached). Will the gains be sustainable ? It should since both Treasury yields and Brent crude oil prices have eased.
@JC888:VOO's Historic gains, Risks to investors. Really?
With both PCE and core PCE inflation numbers for August 2026 coming in 'weaker' than July 2026, the 3 composite future indexes 'suddenly' set to open higher when trading resumes on Wednesday. (see below) Will this be sustainable throughout the day ? Can't wait to find out.
With about 4 hours to go before Wednesday trading resumes, 2 of 3 US futures composite indexes are showing signs of recovery except for Nasdaq, currently down by -0.01%. I wouldn't dwell too much into it becos the 2 bigger catalysts for Wednesday remain at large. That will be US's PCE inflation report for August and $Micron Technology(MU)$ earnings after market close. Will they run in the same direction and pushes market higher OR run in different directions - dampening market in the process ?
On Tue, 29 Sep 2026 - US traders showed notable concern & skepticism following the leak of Anthropic’s draft IPO prospectus. US market fell across the board, pressured by rising Treasury yields to new highs. Not to mention, the standoff between US-Iran is stressing everyone. Top AI stock - $NVIDIA(NVDA)$ fell -0.72% despite announcing a major share repurchase. $Alphabet(GOOG)$ fell by -0.54%. $Apple(AAPL)$ fell the most by a whooping -2.66%, taken to task by $Meta Platforms, Inc.(META)$ new task-executing AI agent, Muse.
On Tue, 29 Sep 2026 - US stocks fell sharply as the 30-year Treasury bond yield climbed past 5.61%, hitting a multi-decade high that pressured equity valuations. Yields surge was fueled by persistent inflation anxieties, exacerbated by elevated energy costs from ongoing US-Iran tensions. Compounding market worries, US consumer confidence reported dropped to 12-year low due to high living costs. Downbeat labour data showing a decline in August job openings signaled cooling economic momentum, reinforcing investor caution.
On Tue, 29 Sep 2026 - Vanguard S&P 500 ETF (VOO) fell -0.16%, closing at $702.46 (down from its previous close of $703.61). This forms part of a broad-market pullback that dragged the underlying S&P 500 Index down by -12.85 points (or -0.17%). Willit be the same for Wednesday ? Mmm...
@JC888:VOO's Historic gains, Risks to investors. Really?
Replying to @frostiix:Hi, thanks for reading and sharing your views. Fair point—the goal of highlighting the mega-cap concentration isn't to declare VOO broken, but to show how current market tilt alters the risk math for retirees pulling income //@frostiix:Diversification is the point though. VOO leaning on mega caps is a risk, not some retirement death sentence.
@JC888:VOO's Historic gains, Risks to investors. Really?
Hi, My Pick post for today. Hope you like it. Help to Repost pls and give a Like pls - it is important to me & it enables more people to read about it ok. Thanks v much..
By now, I am certain readers would have heard about Anthropic’s leaked IPO prospectus. The one with information that jolted the industry - generating both excitement over a potentially market-defining listing while provoking alarm about the financial & existential risks exposed by the filing. Anthropic’s IPO case Reuters reportedly reviewed the confidential document, while no official public filing had yet appeared. Here’s the skinny. Anthropic’s FY 2025 revenue rose twelvefold, or +1,088%, to $4.59 billion. However, the company also recorded an $8.06 billion operating loss and a $41.97 billion net loss, compared with an $8.31 billion net loss in 2024. Approximately $34 billion of the 2025 net loss reportedly reflected an accounting charge linked to the higher estimated value of financ
Did I speak too soon ? The 3 composite indexes turned red less than an hour into trading. US 10 years treasury yield has topped 5.251%. This is bad news for stock market but US fixed deposit rate is set to scale higher. Opening a US dollar fixed deposit for short term like 3 or 6 months seems like a viable option. What do you think ? Better than losing money no, when a 'cheap' stock can become 'cheaper' in just a day later...