#股票财报季 A weekend recap. U.S. stocks had a choppy week: the S&P 500 fell 0.5%, the Nasdaq dropped 0.7%, extending their losing streak to two weeks, while small caps—the Russell 2000—rose about 2%.
On Thursday, worries about AI spending and financing sent the Nasdaq to its biggest one-day drop since June. Then on Friday, Brent crude surged above $116, and the 10-year Treasury yield hit 4.99%.
Next week could be even more eventful: the Fed meets, about a third of S&P 500 companies report earnings, and capital spending guidance from Google, Microsoft, and Amazon will be in focus.
My take: it’s not that the AI story has run out of steam—the market is waiting to see the bills next week. For $QQQ, support is around 703, with the previous high at 728.
Do you think valuations will keep getting cut next week, or will stocks bounce back once earnings come out? #市场定价美联储下周加息概率仅10%
On Thursday, worries about AI spending and financing sent the Nasdaq to its biggest one-day drop since June. Then on Friday, Brent crude surged above $116, and the 10-year Treasury yield hit 4.99%.
Next week could be even more eventful: the Fed meets, about a third of S&P 500 companies report earnings, and capital spending guidance from Google, Microsoft, and Amazon will be in focus.
My take: it’s not that the AI story has run out of steam—the market is waiting to see the bills next week. For $QQQ, support is around 703, with the previous high at 728.
Do you think valuations will keep getting cut next week, or will stocks bounce back once earnings come out? #市场定价美联储下周加息概率仅10%