To The Moon

Source: CNBC, 26 April 2025Here’s how the $Alphabet(GOOG)$ did in 1Q 2025:Year-on-year (YoY) growth in revenue and operating income has been uneven.In 1Q 2025, revenue grew 12% YoY, while operating income rose 20.16%. However, both figures reflect a slowdown compared to 1Q 2024, when revenue and operating income grew 15.41% and 46.26%, respectively.Operating income has maintained YoY growth of over 20% for seven consecutive quarters, though the 1Q 2025 figure marks the slowest increase during that period. However, Operating Margin reached 34% in the latest quarter — the highest level in five years.Both gross margin and operating margin improved in 1Q 2025, rising to 59.7% and 33.92%, up from 58.14% and 31.63% in 1Q 2024.That said, operating margi

The $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ rose by 4.6% and 6.43% respectively last week.Major market movers included $NVIDIA(NVDA)$ (+9.4%), $Apple(AAPL)$ (+6.2%), $Microsoft(MSFT)$ (+6.5%), $Amazon.com(AMZN)$ (+9.5%), $Tesla Motors(TSLA)$ (+18.1%), $Broadcom(AVGO)$ (+12.5%), $UnitedHealth(UNH)$ (-7.8%), $Procter & Gamble(PG)$ (-5%),

S&P 500 Remains Weak Amid Tariff Uncertainty and Earnings Growth Concerns The S&P 500 and Nasdaq-100 declined by 1.49% and 2.31% respectively last week. Key market movers included: $NVIDIA(NVDA)$ (-8.5%), $Microsoft(MSFT)$ (-5.3%), $UnitedHealth(UNH)$ (-24.3%), $Amazon.com(AMZN)$ (-6.6%), $Meta Platforms, Inc.(META)$ (-6%), $Eli Lilly(LLY)$ (+14.7%), $Netflix(NFLX)$ (+6%), Costco (+3.2%), and $Palantir Technologies Inc.(PLTR)$ (+5.9%). Notable ea

The $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ rose by 5.73% and 7.43%, respectively, last week.Major movers included $AbbVie(ABBV)$ (-6.4%), $Chevron(CVX)$ (-5.3%), $Pfizer(PFE)$ (-4.6%), $Exxon Mobil(XOM)$ (-1.2%), $NVIDIA(NVDA)$ (+17.6%), and $Microsoft(MSFT)$ (+8%).Key economic events this week include Retail Sales on Wednesday, and Unemployment Claims along with Jerome Powell’s speech on Thursday.

The $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ plunged 9.05% and 9.75% respectively last week, due to the sweeping U.S. tariffs imposed.Major market movers included $Apple(AAPL)$ (-13.6%), $NVIDIA(NVDA)$ (-14%), $Amazon.com(AMZN)$ (-11%), $Meta Platforms, Inc.(META)$ (-11.3%), $Microsoft(MSFT)$ (-5%), $Broadcom(AVGO)$ (-13.5%), UnitedHealth (+1.8%), $TJX Companies(TJX)$ (+3.3%),

The way the tariff rates are calculated is downright absurd U.S. appeared to have divided the trade deficit by imports from a given country to arrive at tariff rates for individual countries. For example, U.S. goods trade deficit with China / total US import from China = $295 billion / 439 billion = 67%  Trump may want trade negotiation The base 10 percent tariffs will take effect on April 5, while the higher reciprocal rates (above 10 percent) will come into effect on April 9. Trump opens door for trade negotiation by saying, ““Likewise to all of the foreign presidents, prime ministers, kings, queens, ambassadors and everyone else who will soon be calling to ask for exemptions from these tariffs, I say, terminate your own tariffs, drop your barriers. Don't manipulate your currencies

The steeper-than-expected sweeping tariffs imposed by the US may weigh on Asian equities in the short term, as they dampen the regional growth outlook and raise the risk of retaliatory tariffs from affected Asian countries. The Asia-Pacific region, characterized by its export-driven economies, is expected to face headwinds if global trade activity slows. Chinese-owned factories may also need to reconsider their relocation strategies, as Southeast Asian countries—including Vietnam (46%) and Cambodia (49%)—are also subject to higher US tariffs. China China now faces a hefty 34% reciprocal tariff on exports to the US, in addition to the existing 20% tariff. Although improving corporate earnings, rising investor sentiment, attractive valuations, AI-driven productivity gains, and government sti

The $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ declined by -1.52% and -2.39% last week, respectively.Key market movers included $Tesla Motors(TSLA)$ (+6%), $Visa(V)$ (+2.1%), $Exxon Mobil(XOM)$ (+1.9%), $Costco(COST)$ (+2.2%), $NVIDIA(NVDA)$ (-6.8%), $Broadcom(AVGO)$ (-11.8%), $Microsoft(MSFT)$ (-3.2%), and $Alphabet(GOOG)$ (-6%).This week’s important economic data releases

The S&P 500 and Nasdaq 100 returned 0.53% and 0.27%, respectively, last week.Major market movers: Nvidia (-3.3%), Meta (-1.9%), Amazon (-0.9%), Broadcom (-1.7%), Micron (-6%), Lockheed Martin (-5.7%), Boeing (+10%), Uber (+6%), Apple (+2.2%), JPMorgan (+4%), and Eli Lilly (+3%).Key economic events this week:Monday: Manufacturing & Services PMIThursday: GDP & Unemployment ClaimsFriday: University of Michigan Consumer SentimentWhat You Should Know Before Starting Your Week1) Post-Election Year Seasonality Suggests the Sell-Off May Be Nearing Its EndHistorical data since 1960 shows that in the first year of a presidential term, the S&P 500 typically experiences two corrections: mid-February to late March and early August to late September.So far, the S&P 500 has closely fo

DeepSeek is seen as AI’s Sputnik moment—just as the USSR's 1957 Sputnik launch caught the U.S. off guard, China's AI startup DeepSeek appears to have shaken U.S. AI dominance. DeepSeek has disrupted the U.S. AI sector by achieving comparable performance at a fraction of the cost of its American counterparts.  Does DeepSeek’s R1 Really Cost So Little? DeepSeek claims that training its R1 model required only $5.6 million and 2,048 Nvidia H800 GPUs—approximately 3% to 5% of OpenAI’s estimated cost for GPT. While DeepSeek attributes its cost efficiency to new techniques in reinforcement learning, some speculate it may have also leveraged unauthorized model distillation. DeepSeek's actual costs are likely much higher than its claims. Scale AI CEO Alexandr Wang stated in a CNBC interview t