• AAPL
• MSFT
• NDX
• NVDA
• US500

Nvidia results in focus as stock market's election boost stalls

Nvidia's upcoming earnings report will significantly impact the U.S. stock market, especially focusing on technology and AI sectors amid shifting investor sentiment post-election.

• NDX
• PLTR

Palantir shares rally to fresh record on plans for move to Nasdaq

Palantir's shares surged over 6% after announcing a Nasdaq listing, with significant year-to-date gains driven by increased demand for its AI platform and a potential Nasdaq 100 inclusion.

• CSI300
• DXY
• NDX
• STOXX
• US500

Goldman's 2025 outlook calls for more US outperformance after Trump win

Goldman Sachs anticipates US economic growth of 2.5% in 2025, driven by expected Trump policies, while projecting subdued growth for the Eurozone and China amid potential inflation risks.

• BTC/USD
• CSI300
• GC
• GLD
• HK50
• IBIT
• MIWOU0000PUS
• NDX
• US10YT=X
• US2000
• US500

Unbelievable chart that perfectly shows US stock market dominance

US equity funds experienced record inflows of $55.8 billion while crypto funds attracted $6 billion, indicating strong investor interest in risk assets amid market shifts.

• DXY
• NDX
• US10YT=X
• US500
• VIX

US CPI data supports 25 bps Fed rate cut in December, Macquarie says

Macquarie predicts a 25 basis points interest rate cut in December following October CPI data showing 2.6% annual inflation, aligned with estimates, impacting stock markets and Treasury yields.

• DJI
• NDX
• US10YT=X
• US500
• VIX

Markets price in higher chance of Fed rate cut in December after in-line CPI data

• AAXJ
• BTC/USD
• NDX
• SCXE
• US500

Equities look better supported despite the crypto rally, says UBS

Bitcoin's surge amid pro-crypto policies under Trump highlights volatility concerns. UBS prefers equities and anticipates growth in the AI sector while maintaining positive economic outlook.

• IYW
• NDX
• US2000
• US500
• XLF

BofA clients bought ETFs during election week at the fastest pace in a year

During election week, Bank of America clients became net buyers of US equities, marking significant inflows in large caps and corporate buybacks reaching record highs.

• AMD
• NDX
• NVDA
• SOX
• TSM

Tech volatility may increase as US export controls take shape: UBS

UBS predicts increased volatility in the tech sector due to US chip export controls impacting AI-related companies, while fundamentals remain strong amid ongoing AI investment growth.

• AXJO
• FTXIN9
• HK50
• JP225
• KS50
• NDX
• STOXX50
• US2000
• US500

Post election market rally could stall on profit taking, Citi says

Citi strategists caution that profit-taking may limit gains in the post-election equity rally, though bullish positioning remains strong across US indexes.