AI Takes Center Stage at DavosOn the main thoroughfare in Davos, Switzerland, once filled with the promotion of crypto companies. However, in 2024, AI has become the focal point, overturning trends from the past few years. The presence of crypto companies at this year's Davos is notably scarce.At the World Economic Forum in January 2022, despite the cryptocurrency market downturn, companies were still promoting "Bitcoin Pizza Day" and non-fungible tokens. In January 2023, crypto companies reduced their lavish spending at Davos, but the rapid rise in AI investments and attention over the past year, especially driven by the ChatGPT hype, is evident.ChatGPT, launched at the end of 2022, gained explosive popularity. $NVIDIA Corp(NVDA)$ represents the

1. Berkshire Cash Pile Hits Record, Earnings SoarBerkshire Hathaway’s $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ ) cash pile swelled to a record in the fourth quarter of 2023 while earnings soared despite weakness in its railroad and energy businesses, according to its earnings report Saturday.Buffett prefers operating earnings, which rose to $8.5 billion in the fourth quarter of 2023 from $6.6 billion the prior year. Full-year operating earnings totaled $37.4 billion, a 21% increase from 2022.Berkshire's cash and U.S. Treasury holdings rose to a record $167.6 billion at the end of 2023 with $133.4 billion in Treasurys. In the third quarter, the company's cash hoard had totaled $157.2 billi

On top of strong earnings reports from $JPMorgan Chase(JPM)$ , $Wells Fargo(WFC)$ , $Delta Air Lines(DAL)$ and positive economic data from last week，US stocks rose. While judging from the results of financial stocks on last Friday, the results were mixed.Positive: Large institutions such as $JPMorgan Chase(JPM)$ and $Wells Fargo(WFC)$ benefited from the boost in consumer business, and their performance exceeded analyst expectations. Among them, $JPMorgan Chase(JPM)$ Chase reported a 67% increase in second-quarter profit and see stock price hi

Although $Apple(AAPL)$ ‘s hardware innovations in recent years have not actually been too much, and its toothpaste-like updates have disappointed many Apple fans, the life cycle of its products has to be said to be still very strong.Since 2016, after Buffett's company $Berkshire Hathaway(BRK.A)$ bought $Apple(AAPL)$, the company has been rising sharply, and its market value once exceeded $3 trillion. Buying $Apple(AAPL)$ at low prices has become Buffett's strategy, and Berkshire has become the company most closely tied to Apple.Of course, two people are crucial to Apple's ability to create busi

$SUPER MICRO COMPUTER INC(SMCI)$ is the next $NVIDIA Corp(NVDA)$ for 2024! $SUPER MICRO COMPUTER INC(SMCI)$ is newest swing play and should be main focus for 4 reasons: 1. positive cash flow + positive EPS SMCI has significantly increased its profit and revenue forecast for the second fiscal quarter, also benefiting from the explosion of demand for AI. Currently, the company expects adjusted earnings to be $5.40-5.55, far exceeding market expectations of $4.51.The stock would still be trading with a PEG ratio below 0.5x It’s just absurd that $SMCI was trading at 15x earnings going into the close yesterday. 2. chart setting up for 400% gains in 2024 3. part of

$SPDR S&P 500 ETF Trust(SPY)$ will move at least 2% on January 31st for FOMC. Trading can be extremely predictable if you are prepared for it. Here's 5 important things you need to know about next week.97.4% chance the FEDS will hold rates as is at 5.25%-5.50% and the probability of a rate cute in March has been decreasing from 75% down to 50%. Sentiment: Priced in or bearish from here for $SPDR S&P 500 ETF Trust(SPY)$ .ImageThe strongest chance of a rate cut is now in May. So for the next 5 months at higher interest rates consumers will slow down spending. The sooner the rate cute the better for the

The consumer-price index for May is out; here are the key numbers:Prices edged up 0.1% from a month earlier, compared with the 0.4% increase in April.Prices rose 4% from a year earlier, compared with the 4.9% increase in April.Core CPI rose 0.4% from a month ago and 5.3% from a year ago. Economists expected increases of 0.4% and 5.5%, respectively.The report comes ahead of the Federal Reserve's rate decision, set to be announced tomorrow. The central bank has been aggressively raising rates to bring inflation down to its 2% target.Investors like the CPI data this morning.Stock futures are rallying after the latest read, building on the market's recent gains. The tech-heavy Nasdaq, which has been racing past its peers, outperformed in recent trading.The yield on the 10-year Treasury note dr

$Expedia(EXPE)$ and $Booking Holdings(BKNG)$ dominate the online travel market both. But they showed different sign after Q1 24earnings！Why？In the first quarter of 2024, Expedia reports adjusted profit for Q1 with an 8% increase in revenue.However, due to the slower-than-expected recovery of its vacation rental brand Vrbo, Expedia Group has revised down its growth outlook for 2024.Read more from @TigerGPT Q: What is Expedia(EXPE) 2024 Earnings Summary?Expedia Q1 2024 earnings infographicWhile Booking Holdings (BKNG) Show Q1 Earnings Beat, Revenues Rise Y/Y:Thanks to

The Maryland-based company biotech firm $Novavax(NVAX)$ Latest Earnings Results reported a Q1 net loss of $293.9 million and the company would slash its global workforce by about 25%. Seems investors are wondering how will they going to do $1.5 billion in covid vaccine sales in 2023 after doing only $81 million in Q1.Hopefully its staff cuts will contribute toward its goal of reducing its annual expenditure by around 40% to 50% by 2024, according to the press release. ImageHowever, the outlook of$Novavax(NVAX)$ is Neutural, good news shows the company has positive Phase 2 Topline results show on COVID-Influenza combination, stand-alone influenza and high-dose COVID vaccine candidates demonstrate robu

Elon Musk dances as Tesla opens $5.5 billion German factory Elon Musk celebrated the $5.5 billion manufacturing plant’s opening If the establishment of the Shanghai Gigafactory in China has given $Tesla Motors(TSLA)$ a firm foothold in the world's largest new energy car market, then the launch of the Berlin plant is more like Tesla's success in putting the revolutionary banner of new energy vehicles into the world's auto industry the hinterland. With the delivery of the first batch of 30 "European version" Model Ys to users, Tesla's factory in Berlin, Brandenburg, Germany officially opened. The Berlin factory is Tesla's second overseas super factory and Tesla's fourth global factory. On Tuesday's trade, Tesla rose 7

$Tesla Motors(TSLA)$ really had a bad start to the year in January. 8 out of top 10 giants continued to rise, while Tesla fell the most:From the perspective of technical trends, Tesla may have to make up for the gap left in early November, the entire adjustment cycle may also be lengthened.Disclaimer: Personal Opinions, Not Trading Advice – Investing Involves RiskJudging from the news, there are three main pressures:1.Pressure from slowing demand:$Hertz Global Holdings, Inc.(HTZ)$ , a major Tesla customer, is selling about 20,000 electric vehicles, including Tesla vehicles, in another sign of cooling demand for electric vehicles.Hertz said Thursday it will switch to gas-powered vehicles, citing higher cras

$DraftKings Inc.(DKNG)$ CEO says people selling his company’s stock will ‘regret that decision more than any other decision you’ve ever made in your life’. From twitter Mar 9th,2022 The online gaming company DraftKings(DKNG)offered up some potentially exciting news for investors on March 3. Management said it underestimated its market opportunity by $13 billion at an investor day presentation. Dr. Parik Patel, BA, CFA shared some infos collected form fillings shows that the CEO is keeping selling his own shares of DKING. Wall Street analysts predict that DraftKings Inc. (NASDAQ:DKNG -Get Rating) will announce $410.65

Walmart $Wal-Mart(WMT)$ closed at an all-time high today after posting beats earnings estimate, boosts dividend, agrees to buy Vizio for $2.5 billion.beat revenue by $3B ($173B vs $170B)beat EPS by 15 cents (1.80 vs 1.65)ad biz is up 33% YoYecom biz is up 23% YoY3:1 stock split on Feb. 26, 2024acquired Vizio for $2.3B to take OTT ad marketshare away from $ROKU (-7% on the day)Walmart's Q4 2023 earnings report shows that their e-commerce business grew 40% in 2023, largely in part due to their expansion of grocery pickup and delivery services.ImageImage $Wal-Mart(WMT)$ Stock Forecast & Price TargetWal-Mart is poised for new rounds of expansions in the coming years as they have stated. And the analysts pre