Stock market records, Fed rate cut, trades, and new iPhones

This week, the stock market re -recorded and provoked the Federal Reserve for the first time by the decision to reduce interest rates since last December. S&P 500 and Nasdaq announced the Fed's quarter point reduction to the one -night loan rate in the afternoon of Wednesday, a series of all time has reached the highest level of closing this week. Central bankers pointed out that there may be two more sections in 2025. This Fed's decision leaves the comparison funds in a range of 4 to 4.25%. At the beginning of the news on Wednesday, the stocks celebrated the highly anticipated decision in the next sessions. S&P 500 and Tech-Heavy Nasdaq won 1.2% and 2.2% respectively this week. During the monthly meeting on Thursday, Jim Cramer, after the cut rate of the Fed ratio, "on the morning of October 3, the next employment number and three weeks later until the beginning of the earning season, he feels that we left the forest." When we look forward, Jim said that the market will focus on the Fed's next meeting in late October. It described this as a potential "an enormous source of fear, because the tariffs will be more complete and you will see that your costs are higher." "I do not expect a nightmare. I hope that Undercurrent will stay, warmer prices and this Fed chef will not want to reduce rates to this environment." The SSPX YTD Mountain S&P 500 (SPX) facility performance from the year, this week, the club has made two transactions as the market went higher. On Monday, after inflating a strong run chip stock to our largest position over 5%, we make some profit from the right size of our position in Broadcom. Sales do not reflect a change in our Broadcom thesis, because we believe that the stock will benefit from accelerating artificial intelligence income. In September 2023, we earned approximately 88% of stocks purchased. In addition to our latest portfolio supplement by buying more Boeing shares on Friday. While the stock is roughly decreasing by 10% from its last high heights, it sounds like a good time to create our position in the aircraft manufacturer. After all, the foundation of the company has not changed. Boeing is still a major increase in orders due to the trade agreements of President Donald Trump. Also, the return on the balance sheet still seems promising. Three of our stocks made headlines this week, including Crowdstrike, Nvidia and Apple. CRWD YTD Mountain Crowdstrike YTD Crowdstrike shares increased by CEO George Kurtz more than 12% on Thursday after CEO George Kurtz shared a great multi -year view for the financial articles of the Cyber Security Company on the Investor Day. Crowdstrike provided visibility for metrics for up to ten years. In the event of Wednesday evening, the management targeted 20 billion dollars to terminate annual repetitive income (Arr) in the 2036 fiscal year, which is a 15% compound growth rate (CAGR) of CrowDTRİK executives from the Arr target of $ 10 billion for 2031. "This is an example of what you want to have," Jim said Crowdstrike during the September monthly meeting. He also reiterated his trust in Kurtz and the company's ability to constantly innovate in a rapidly growing market. But Jim accepted the elephants in the room: Crowdstrike's stock price. "Crowdstrike will never be cheap," he said. However, due to Crowdstrike's major growth expectations and position in the industry, it seems fair to us as multiple to high price gains. NVDA YTD Mountain Nvidia YTD Nvidia announced an amazing partnership with Intel surrounded on Thursday, which must be a blessing for the shareholders of both companies. This includes NVIDIA purchasing an Intel stock worth $ 5 billion. Other supporters of Intel include Softbank and the US government. NVIDIA said that making artificial intelligence systems for data centers will cooperate with Intel to combine the company's graphic processors (GPU) and to create a network with Intel's central processing units (CPUs). Nvidia and Intel Stock increased by 3.5% and 23%, respectively during the session of Thursday. The club receives: "What does this does as a company with cement nvidia, basically a company with a soup-nuts offer." We were talking about Nvidia and China yesterday [Wednesday]"The authority referred to the media that stated that the Chinese government prohibits companies from using high -power AI chips of companies." Now, we have to talk as Rolossus from Nvidia. "We have to talk about NVIDIA as AAPL." AirPods and Apple Watch models also upgraded the price target from $ 255 to $ 280. The new iPhone request, but CEO Tim Cook shared optimistic words about Jim and Apple's latest devices. This is a race to be higher, "Jim said about the analyst community." Those who think this will be too launch. Does not say numbers [that]. The numbers say it's better. "He said that new iPhone models are great negotiations, as they can combine the trade value of customers with incentives such as Verizon with incentives." You want to stay for a long time. [stock]. This may be the moment of breaking, "Jim stressed." The reason I say this is that people are looking for a low single -digit for that. I think we'il be better than that. Trade alarati is subject to our investment club information and our Privacy Policy.