The record-breaking week in the stock market that could have gone very badly
In the Wall Street, the S&P 500 and Nasdaq were an exciting week, as each of which was closed at new record levels on Friday. As it was incredible, he could easily go this week in another way. Last Saturday, the world entered the US Israeli-Iranian conflict, the underground nuclear facility, where Iran was buried under a mountain, left a few major shelter hunters to Fordo and bombed the other two sites Isfahan and Natanz. Although the fear of climbing and a long war containing the United States is obvious last weekend, on Monday, Sunday shaking Sunday, the conflict would not result in systemic risk or the US economy would not slow down and prevented institutional gains too much. They tend not to influence the market for a long time unless there are signs that any military action will be released from control, as well as signs that it will begin to affect growth and inflation. This has not yet happened. Last Saturday, we saw the energy prices increased week before the bombings, but they returned quickly. West Texas fell on Monday and Tuesday. In every next session, the WTI fell more than 11% during the week and broke a three -week winning line. The stock market received its tips from S&P 500 and NASDAQ records and weekly earnings, respectively, an oil trade of approximately 3.5% and more than 4%, respectively. Monday is the last day of June and the second quarter of Wall Street. For the week … S&P 500 weeks – today (WDD) 3.44%; The first positive week with an increase of 4.42%in three months (MTD); Until Town (QTD) increased by 10%, the second positive month in a row; 2024 NASDAQ increased by 4.25% by keeping up with the best quarter since the first quarter of WTD; QTD 17.2%increase compared to the third positive month; Since the second quarter of 2020, the best quarter energy represents a large input cost, which is often one of the largest ones for almost every business of the world, a continuous increase in energy prices, breaking profit margins or difficult price increases to protect them. At the same time, although they try to move their homes in summer, to heat their homes in winter or fill their cars, it represents a great inevitable cost for consumers. Considering these high priority needs, high energy costs fall to optional budgets – that is, activities such as food or shopping will be withdrawn. However, the rapid match of this energy price increases last week, but it means that analysts do not need to review estimates downwards for growth, inflation or consumer expenditures – at least not yet. The full effect of President Donald Trump’s tariffs is still uncertain, but they will almost certainly lead to higher prices for consumers. Increased tensions in the Middle East and later withdrawal in energy prices were the most important factors that support the market action of this week, but also focused on interest rate expectations. A few votes of the policy -making committee, including the FED President of the Federal Reserve, Jerome Powell, threw cold water to the Fed governors Christopher Waller and Michelle Bowman’s July ratio deduction, but the investors still began to see a higher possibility just a week ago. This is according to the CME Fedwatch vehicle. Another important update that may affect interest rate decisions came on Friday with the publication of the May Personal Income and Expenditure report. In this report, we find the price index of personal consumption expenditures (PCE), which is the Fed’s inflation measure. Although the title PCE is compatible with expectations with an increase of 0.1% per month and 2.3% per month, the core ratio was slightly warmer than expected, an increase of 0.2% to the month and 2.7%, both of them are one -tenth of the expectations. The warmer core reading, which except food and energy, will monitor and cut the case for a July ratio deduction. By digging the portfolio, we hosted our June monthly meeting this week and provided a summary of all 30 assets. Jim Cramer emphasized six collection stocks and five other stocks that seem to be purchasing. We also answered the key member questions and touched upon all of our 10 names in Bullpen, including Cisco Systems added on Monday. Bullpen is our list of stocks that can participate in benevolent trust under the right conditions. During the June meeting, Jim was itchy to buy Cisco and Boeing, but decided to wait. NVIDIA, who remained loyal to portfolio updates, hit the highest levels of all time last week, as emotions about artificial intelligence and data center demand continued to recover. Analysts at Loop Capital targeted a price target of $ 250 for the stock, increasing their intention to purchase hyperscalers in the next few years, the calculation intensity of reasoning models and the inference demand caused by the adoption of the AI agent. The NVIDIA, which has already recovered the title of the most valuable US public public company more than $ 3.8 trillion, represents a market value of more than $ 250 and more than $ 6 trillion. No need to say, Nvidia was the best performance for more than 9.5%for a week. Data Center Games – EATON, GE VERNOVA and Broadcom are expected to benefit from AI’s strong demand. On Tuesday, analysts at Morgan Stanley raised their price targets in GE VERNOVA, while HSBC analysts raised Broadcom to buy a waiting grade. Broadcom, Eaton and GE VERNOVA were our next best shares for the week. Goldman Sachs completed the first five of the week because the Fed proposes to reduce capital requirements for large US banks implemented in the years following the 2008 financial crisis of the FED on Wednesday. The Movement would allow banks, including Club Holdings Goldman and Wells Fargo, to allow more US government bonds to make it easier to borrow freely. Investors continue to be in news as Amazon news as they work to better understand their opportunity in new areas such as the company’s online grocery shopping thanks to the results of advanced AI and productive AI, robotic and autonomous vehicles. In health services, Eli Lilly’s shares this week on Monday, the company’s experimental weight loss medication, despite data designed to help patients to protect patients in Bimagrumab. Investors did not surprise. Meanwhile, Abbott Laboratoies received some positive news that the section of the Health and Human Services Secretary Robert F. Kennedy Jr. will encourage the use of wearable health devices on Tuesday. “My vision is wearing wearable in every four years,” said Rfk Jr. The news may also be good for devices like Apple Watch, especially as more health -related sensors are built, we believe that Jim is an amazing company with the “largest product of the world” in which Jim is referring to iPhone. However, we think that the company’s capital allocation plans will focus more on AI development by changing the capital allocation plans, by means of the buyer R -GE, paying for the best ability or gaining groundbreaking initiatives. (See here for the full list of Jim Cramer’s philanthropist’s confidence in the charitable trust. Jim is waiting for 45 minutes after sending a trade warning before buying or selling a share in the portfolio of charitable confidence. If Jim talked about a stock on CNBC TV, he’s waiting for 72 hours after trading warning before trading. The above investment club information is subject to our conditions and conditions and our Privacy Policy with the waiver. There is no confidence or duty or not, as you receive any information provided in connection with the Investment Club. A specific result or profit is not guaranteed.
