橙子Joyce
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橙子Joyce
价值投资者:以十年为单位投资美股及BTC.ETH.BNB.SOL.推特X:@Joyce88ai
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U.S. July CPI, PPI, and retail sales data all came in soft. Combined with cooling employment, the market’s odds of a September rate hike at the Federal Reserve plunged from 75% to 25%, lifting global stock markets for a third straight week. However, oil prices are still elevated, the U.S. Treasury yield curve has steepened, and the long end of the bond market continues to price in inflation and fiscal deficits. With the Jackson Hole meeting coming into focus in two weeks, it is set to become a key directional signal.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
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@橙子Joyce 🧧🧧🧧🧧🧧🧧💰💸
橙子Joyce
·
--
U.S. July CPI, PPI, and retail sales data all came in soft. Combined with cooling employment, the market’s odds of a September rate hike at the Federal Reserve plunged from 75% to 25%, lifting global stock markets for a third straight week. However, oil prices are still elevated, the U.S. Treasury yield curve has steepened, and the long end of the bond market continues to price in inflation and fiscal deficits. With the Jackson Hole meeting coming into focus in two weeks, it is set to become a key directional signal.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
@橙子Joyce 🧧🧧🧧🧧🧧🧧💵💰
橙子Joyce
·
--
U.S. July CPI, PPI, and retail sales data all came in soft. Combined with cooling employment, the market’s odds of a September rate hike at the Federal Reserve plunged from 75% to 25%, lifting global stock markets for a third straight week. However, oil prices are still elevated, the U.S. Treasury yield curve has steepened, and the long end of the bond market continues to price in inflation and fiscal deficits. With the Jackson Hole meeting coming into focus in two weeks, it is set to become a key directional signal.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
@橙子Joyce 🧧🧧🧧🧧🧧🧧💵💰
橙子Joyce
·
--
U.S. July CPI, PPI, and retail sales data all came in soft. Combined with cooling employment, the market’s odds of a September rate hike at the Federal Reserve plunged from 75% to 25%, lifting global stock markets for a third straight week. However, oil prices are still elevated, the U.S. Treasury yield curve has steepened, and the long end of the bond market continues to price in inflation and fiscal deficits. With the Jackson Hole meeting coming into focus in two weeks, it is set to become a key directional signal.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
@橙子Joyce 🧧🧧🧧🧧🧧🧧💰💸
橙子Joyce
·
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13F Unveiled | Nvidia’s Q2 Holdings Revealed: SpaceX Jumps to Second-Largest Stake—What Game Is Jensen Huang Playing Next?
Nvidia’s relationship with Musk is no longer just about “selling chips” and “buying chips.”
Today, $Nvidia (NVDA.US)$ disclosed its Q2 holdings report, for the first time publicly revealing its position in SpaceX: as of June 30, the company held approximately 123 million shares of SpaceX Class A stock. At the end of the quarter, the position was valued at about $21 billion, accounting for 33.06% of its disclosed stock portfolio—second only to Intel—making it Nvidia’s second-largest equity holding.
According to FactSet’s statistical definition, Nvidia also entered the ranks of SpaceX’s top six shareholders. What is even more noteworthy is that this is not a typical secondary-market purchase; rather, it is a strategic layout orchestrated through a combination of xAI investment, SpaceX acquisitions, and chip procurement.
Today, $Nvidia (NVDA.US)$ disclosed its Q2 holdings report, for the first time publicly revealing its position in SpaceX: as of June 30, the company held approximately 123 million shares of SpaceX Class A stock. At the end of the quarter, the position was valued at about $21 billion, accounting for 33.06% of its disclosed stock portfolio—second only to Intel—making it Nvidia’s second-largest equity holding.
According to FactSet’s statistical definition, Nvidia also entered the ranks of SpaceX’s top six shareholders. What is even more noteworthy is that this is not a typical secondary-market purchase; rather, it is a strategic layout orchestrated through a combination of xAI investment, SpaceX acquisitions, and chip procurement.
从0开始1688
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“It was Huang Renxun who came to find us!” The six Wall Street giants team up with NVIDIA to unlock $500 billion: for the first time, compute power becomes an asset eligible for collateralized loans…
Revisiting AI compute power:
On Monday in U.S. Eastern Time, $NVIDIA (NVDA.US)$ announced that it has signed a memorandum of understanding with Apollo, Bayard, Blackstone, Bowring, Goldman Sachs, and KKR, respectively, to build an AI compute infrastructure financing platform for customers, aiming to unlock more than $500 billion in third-party capital.
Then, the executives from these seven companies appeared together on CNBC’s live broadcast for a joint interview with host Becky Quick.
These institutions usually compete with each other, so opportunities to appear together are extremely rare. But this time, Huang Renxun proactively came calling. David Solomon, the chairman of Goldman Sachs, confirmed this very straightforwardly. Moreover, none of the six institutions Huang Renxun contacted refused him.
On Monday in U.S. Eastern Time, $NVIDIA (NVDA.US)$ announced that it has signed a memorandum of understanding with Apollo, Bayard, Blackstone, Bowring, Goldman Sachs, and KKR, respectively, to build an AI compute infrastructure financing platform for customers, aiming to unlock more than $500 billion in third-party capital.
Then, the executives from these seven companies appeared together on CNBC’s live broadcast for a joint interview with host Becky Quick.
These institutions usually compete with each other, so opportunities to appear together are extremely rare. But this time, Huang Renxun proactively came calling. David Solomon, the chairman of Goldman Sachs, confirmed this very straightforwardly. Moreover, none of the six institutions Huang Renxun contacted refused him.
@橙子Joyce 🧧🧧🧧🧧🧧🧧💵💰
橙子Joyce
·
--
U.S. July CPI, PPI, and retail sales data all came in soft. Combined with cooling employment, the market’s odds of a September rate hike at the Federal Reserve plunged from 75% to 25%, lifting global stock markets for a third straight week. However, oil prices are still elevated, the U.S. Treasury yield curve has steepened, and the long end of the bond market continues to price in inflation and fiscal deficits. With the Jackson Hole meeting coming into focus in two weeks, it is set to become a key directional signal.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
@橙子Joyce 🧧🧧🧧🧧🧧🧧💵💰
橙子Joyce
·
--
13F Unveiled | Nvidia’s Q2 Holdings Revealed: SpaceX Jumps to Second-Largest Stake—What Game Is Jensen Huang Playing Next?
Nvidia’s relationship with Musk is no longer just about “selling chips” and “buying chips.”
Today, $Nvidia (NVDA.US)$ disclosed its Q2 holdings report, for the first time publicly revealing its position in SpaceX: as of June 30, the company held approximately 123 million shares of SpaceX Class A stock. At the end of the quarter, the position was valued at about $21 billion, accounting for 33.06% of its disclosed stock portfolio—second only to Intel—making it Nvidia’s second-largest equity holding.
According to FactSet’s statistical definition, Nvidia also entered the ranks of SpaceX’s top six shareholders. What is even more noteworthy is that this is not a typical secondary-market purchase; rather, it is a strategic layout orchestrated through a combination of xAI investment, SpaceX acquisitions, and chip procurement.
Today, $Nvidia (NVDA.US)$ disclosed its Q2 holdings report, for the first time publicly revealing its position in SpaceX: as of June 30, the company held approximately 123 million shares of SpaceX Class A stock. At the end of the quarter, the position was valued at about $21 billion, accounting for 33.06% of its disclosed stock portfolio—second only to Intel—making it Nvidia’s second-largest equity holding.
According to FactSet’s statistical definition, Nvidia also entered the ranks of SpaceX’s top six shareholders. What is even more noteworthy is that this is not a typical secondary-market purchase; rather, it is a strategic layout orchestrated through a combination of xAI investment, SpaceX acquisitions, and chip procurement.
@橙子Joyce 🧧🧧🧧🧧🧧🧧💰💸
橙子Joyce
·
--
13F Unveiled | Nvidia’s Q2 Holdings Revealed: SpaceX Jumps to Second-Largest Stake—What Game Is Jensen Huang Playing Next?
Nvidia’s relationship with Musk is no longer just about “selling chips” and “buying chips.”
Today, $Nvidia (NVDA.US)$ disclosed its Q2 holdings report, for the first time publicly revealing its position in SpaceX: as of June 30, the company held approximately 123 million shares of SpaceX Class A stock. At the end of the quarter, the position was valued at about $21 billion, accounting for 33.06% of its disclosed stock portfolio—second only to Intel—making it Nvidia’s second-largest equity holding.
According to FactSet’s statistical definition, Nvidia also entered the ranks of SpaceX’s top six shareholders. What is even more noteworthy is that this is not a typical secondary-market purchase; rather, it is a strategic layout orchestrated through a combination of xAI investment, SpaceX acquisitions, and chip procurement.
Today, $Nvidia (NVDA.US)$ disclosed its Q2 holdings report, for the first time publicly revealing its position in SpaceX: as of June 30, the company held approximately 123 million shares of SpaceX Class A stock. At the end of the quarter, the position was valued at about $21 billion, accounting for 33.06% of its disclosed stock portfolio—second only to Intel—making it Nvidia’s second-largest equity holding.
According to FactSet’s statistical definition, Nvidia also entered the ranks of SpaceX’s top six shareholders. What is even more noteworthy is that this is not a typical secondary-market purchase; rather, it is a strategic layout orchestrated through a combination of xAI investment, SpaceX acquisitions, and chip procurement.
@橙子Joyce 🧧🧧🧧🧧🧧🧧💰💵
橙子Joyce
·
--
U.S. July CPI, PPI, and retail sales data all came in soft. Combined with cooling employment, the market’s odds of a September rate hike at the Federal Reserve plunged from 75% to 25%, lifting global stock markets for a third straight week. However, oil prices are still elevated, the U.S. Treasury yield curve has steepened, and the long end of the bond market continues to price in inflation and fiscal deficits. With the Jackson Hole meeting coming into focus in two weeks, it is set to become a key directional signal.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
凯哥的进击
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🌹Thank you for helping to share THS 🌹
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🎁🎁Reply to claim the red envelope 🎁🎁$SOL
✅Wishing your holding market value rises step by step✅
✅Open the trade and profit big, earning money day by day✅
静姐6888
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Fellow Jianghu brothers, today I’m going to announce a major piece of news!
The heat around LUCiC has already caught fire, and bnb has also taken off. The market for LUCiC NFT card collectibles changes in price day by day—hesitate in the morning and it’s already a lot more expensive by night; watch and wait today, and tomorrow you’ll regret it and slap your thigh.
When it comes to seeking wealth in the Jianghu, the most taboo thing is a single “wait.” Wait for the market to stabilize? Wait for prices to drop? Wait for others to test first? If you keep waiting and waiting, once the momentum passes, the meat will be eaten by others—you won’t even get the broth.
True old hands never chase the high, and never miss the opportunity—when the buzz is just starting, they set up; when the price hasn’t peaked yet, they get in. Right now, the cards are on a steady upward climb. If you enter now, you’re moving with the momentum; step in one moment later, and you’re just taking the bag at the high end.
Stop asking, “Can I still get in?” The market doesn’t wait, and opportunities don’t turn back.
Hurry and get on board—ride with the Bright Community, as the wind rises to dig for treasure, and turn the tables to reach shore!
#lucic
The heat around LUCiC has already caught fire, and bnb has also taken off. The market for LUCiC NFT card collectibles changes in price day by day—hesitate in the morning and it’s already a lot more expensive by night; watch and wait today, and tomorrow you’ll regret it and slap your thigh.
When it comes to seeking wealth in the Jianghu, the most taboo thing is a single “wait.” Wait for the market to stabilize? Wait for prices to drop? Wait for others to test first? If you keep waiting and waiting, once the momentum passes, the meat will be eaten by others—you won’t even get the broth.
True old hands never chase the high, and never miss the opportunity—when the buzz is just starting, they set up; when the price hasn’t peaked yet, they get in. Right now, the cards are on a steady upward climb. If you enter now, you’re moving with the momentum; step in one moment later, and you’re just taking the bag at the high end.
Stop asking, “Can I still get in?” The market doesn’t wait, and opportunities don’t turn back.
Hurry and get on board—ride with the Bright Community, as the wind rises to dig for treasure, and turn the tables to reach shore!
#lucic
静心1688
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💥Refine your mindset and quit human weaknesses: adversity cures greed, impatience, and the urge to achieve success too quickly. If you can withstand losing money and endure loneliness, if you can take setbacks and stay in control of your temper—once you get past the impatient phase, your mindset will be far beyond that of most ordinary people.
#ETH质押比例创34.4%纪录
#ETH质押比例创34.4%纪录
BANK大鹤
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#Web3 Only compliance can attract big capital.
Traditional finance truly comes in. The old model of telling stories and cutting leeks doesn’t work anymore. In the future, the projects that can survive will be those that follow the rules and can be implemented. If you don’t learn Web3 now, you may very well be the next illiterate.
Traditional finance truly comes in. The old model of telling stories and cutting leeks doesn’t work anymore. In the future, the projects that can survive will be those that follow the rules and can be implemented. If you don’t learn Web3 now, you may very well be the next illiterate.
黄泳程 8023
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Fellow martial arts friends, today I’m going to announce a major piece of news!
The latest wave of hype around LUCiC has already caught fire, and even bnb has started to rise as well. The market for LUCiC NFT cards changes by the hour—hesitate in the morning and it’s a whole tier more expensive by the evening; watch today, and tomorrow you’ll be slapping your thigh in regret.
Making money in the jianghu, the most taboo is a single “wait.” Wait for the market to stabilize? Wait for prices to drop? Wait for others to go first? No matter how you wait, by the time you’re done, the updraft has passed, the meat has been eaten by others, and you won’t even get a sip of soup.
Real veterans never chase the highs, and they never miss the open window—when the heat first kicks in, they lay the groundwork; before prices peak, they get onboard. Right now the cards are climbing step by step. If you enter now, you’re going with the momentum; if you come one step later, you’re just taking the bag at the high point.
Stop asking, “Can I still get in?” The market doesn’t wait, and opportunities don’t turn back.
Hurry up and get onboard—together with the Bright Community, when the wind rises to dig for gold, we’ll turn things around and make it ashore!
The latest wave of hype around LUCiC has already caught fire, and even bnb has started to rise as well. The market for LUCiC NFT cards changes by the hour—hesitate in the morning and it’s a whole tier more expensive by the evening; watch today, and tomorrow you’ll be slapping your thigh in regret.
Making money in the jianghu, the most taboo is a single “wait.” Wait for the market to stabilize? Wait for prices to drop? Wait for others to go first? No matter how you wait, by the time you’re done, the updraft has passed, the meat has been eaten by others, and you won’t even get a sip of soup.
Real veterans never chase the highs, and they never miss the open window—when the heat first kicks in, they lay the groundwork; before prices peak, they get onboard. Right now the cards are climbing step by step. If you enter now, you’re going with the momentum; if you come one step later, you’re just taking the bag at the high point.
Stop asking, “Can I still get in?” The market doesn’t wait, and opportunities don’t turn back.
Hurry up and get onboard—together with the Bright Community, when the wind rises to dig for gold, we’ll turn things around and make it ashore!
Elena神话
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#MUA $BNB friends, need the correct answer for WOTD↓↓↓ please enter my wealth chat room. 🌹🌹🌹
开心L67758891
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Three meals, four seasons, bathing in clear joy🏮,
Year after year, peace and quiet keep worries far.
Let go of dust and worries to meet small happiness,
Hold on to warmth and enthusiasm, walking at ease.
Don’t chase after the rush of changing times,
Keep your initial heart, and you’ll be at peace.
On the road ahead, warm breezes and sunny days accompany you,
And your beloved stays by your side, with heartfelt sincerity.
All hopes and expectations will come to be fulfilled,
And the passing years in the mundane world are also warm and lovely✨.
Year after year, peace and quiet keep worries far.
Let go of dust and worries to meet small happiness,
Hold on to warmth and enthusiasm, walking at ease.
Don’t chase after the rush of changing times,
Keep your initial heart, and you’ll be at peace.
On the road ahead, warm breezes and sunny days accompany you,
And your beloved stays by your side, with heartfelt sincerity.
All hopes and expectations will come to be fulfilled,
And the passing years in the mundane world are also warm and lovely✨.
心月势不可挡
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Follow me, and your bike turns into a motorcycle 💃🏻 Follow the prediction platform, follow predict to turn things around against the wind and reach the peak of life. Have you ever thought what kind of life it would be like? Surpass Binance. Act now. All there
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$币安人生
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$币安人生
可可529
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【OCC approved it, but the address moved】
They got the license approved and immediately transferred tokens to an exchange?
WLFI, which is supported by Trump, has just received a banking license (OCC approved it with conditions). It looks like good news—but the related address then transferred 39 million WLFI tokens (about $2.19 million) to an exchange right after.
As you know, WLFI’s performance hasn’t been great before. The timing of this “approval letter received, tokens transferred out” is certainly suspicious.
The market generally wonders: is this normal liquidity management, or are they using the good news to sell off?
If even the project team is selling, then the real value of this “compliance-positive” development needs to be reconsidered. The movements of stakeholders are worth closely monitoring.
#特朗普 #WLFI
(Note: This is not investment advice; DYOR)
They got the license approved and immediately transferred tokens to an exchange?
WLFI, which is supported by Trump, has just received a banking license (OCC approved it with conditions). It looks like good news—but the related address then transferred 39 million WLFI tokens (about $2.19 million) to an exchange right after.
As you know, WLFI’s performance hasn’t been great before. The timing of this “approval letter received, tokens transferred out” is certainly suspicious.
The market generally wonders: is this normal liquidity management, or are they using the good news to sell off?
If even the project team is selling, then the real value of this “compliance-positive” development needs to be reconsidered. The movements of stakeholders are worth closely monitoring.
#特朗普 #WLFI
(Note: This is not investment advice; DYOR)
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