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U.S. Consumer Sentiment edges higher in December

 Consumer sentiment in the U.S. improved slightly in December, according to preliminary data from the University of Michigan survey, even as Americans continue to face a frozen job market and persistent inflationary pressures. Consumers  Key Survey Findings - Sentiment index rose to 53.3, up from 51 in November. Bloomberg's economist survey had projected 52. - This marks the first monthly increase since July. - Despite the gain, sentiment remains 28% lower than a year ago. Commentary from Joanne Hsu (Survey Director) - Current conditions were little changed, but expectations improved, led by a 13% rise in expected personal finances. - Gains were broad‑based across age, income, education, and political affiliation. - However, expected personal finances remain 12% below January lev
U.S. Consumer Sentiment edges higher in December
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12-05 20:56

Palantir, TWG AI and NVIDIA bring AI to rodeo sports

Palantir Technologies Inc. $Palantir Technologies Inc.(PLTR)$  announced a partnership with TWG AI and NVIDIA Corp. $NVIDIA(NVDA)$  to deploy artificial intelligence and computer vision technology in rodeo sports through Teton Ridge, a western sports and entertainment company.   PLTR NVDA Purpose of the collaboration The initiative aims to deliver real-time AI‑driven analytics for rodeo events by processing data locally through NVIDIA's edge computing infrastructure, including the Holoscan platform and RTX PRO 6000 Blackwell Server Edition GPUs.  This eliminates the need to send video feeds to cloud systems for analysis.    Testing and performance - Teton
Palantir, TWG AI and NVIDIA bring AI to rodeo sports
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12-05 14:32

Market Summary - Wait and See

The Dow slipped 0.1%, while the $S&P 500(.SPX)$ rose 0.1% and the $NASDAQ(.IXIC)$ gained 0.2%. Markets were quiet as investors awaited Friday’s PCE inflation report, the Fed’s preferred gauge. August PCE: +2.7% YoY September estimate: +2.8% YoY A cooler-than-expected reading would likely boost odds of a Fed rate cut, which could support stocks. The Russell 2000 jumped 0.7%, hitting its 7th record close of 2025, helped by optimism around lower interest rates (small-caps are more debt-sensitive). Index Hot Stock: $Dollar General(DG)$ +14% Biggest Loser: $Intel(INTC)$ –7.5% Best Sector: Energy +1.9% Worst Sector: Utiliti
Market Summary - Wait and See
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12-04 19:19

Amazon reportedly plans to end USPS partnership

According to a Washington Post report cited by Reuters, $Amazon.com(AMZN)$ is preparing to end its long‑standing partnership with the U.S. Postal Service (USPS) as the e‑commerce giant expands its nationwide delivery network. Amazon USPS Financial Impact Amazon has been USPS’s largest customer, generating more than $6 billion in annual revenue in 2025. The potential exit could significantly hurt USPS, which has relied on large delivery contracts to offset heavy losses. USPS recorded a $9.5 billion loss in 2024 and has accumulated over $100 billion in losses since 2007, despite restructuring and legislative reforms. Timeline Amazon is reportedly preparing to withdraw the billions of packages it sends through USPS by the end of 2026. Plans are not y
Amazon reportedly plans to end USPS partnership
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12-04 19:07

Palantir launches Chain Reaction to power U.S. AI infrastructure

$PLTR Palantir Technologies Inc. $Palantir Technologies Inc.(PLTR)$ has announced the launch of Chain Reaction, a new software platform designed to support the development of America’s AI infrastructure. The initiative aims to address the growing demand for both computing power and energy by working with energy producers, distributors, data centers, and infrastructure builders. Founding Partners Two major players are joining Palantir in this effort: CenterPoint Energy serving nearly 7 million customers across Texas, Indiana, Minnesota, and Ohio. Already a Palantir partner for storm response and grid resiliency after Hurricane Beryl in 2024, CenterPoint is now expanding its collaboration to Chain Reaction. CEO Jason Wells highlighted that energy co
Palantir launches Chain Reaction to power U.S. AI infrastructure
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12-04 14:33

Fed Countdown Fuels a Market Melt-Up

Equities Extend Gains as Rate-Cut Confidence Builds Markets continued their steady climb on Wednesday as investors grew increasingly confident that the Federal Reserve will cut interest rates at next week’s policy meeting. The $S&P 500(.SPX)$ rose 0.3%, pushing the index within 0.6% of an all-time high. The Dow Jones gained 0.9%, while the $NASDAQ(.IXIC)$ edged up 0.2%. $Alphabet(GOOGL)$ $Tesla Motors(TSLA)$ $Palantir Technologies Inc.(PLTR)$ Stocks Small caps were a standout: the Russell 2000 surged 1.9%, reflecting growing optimism that easier monetary conditions could
Fed Countdown Fuels a Market Melt-Up
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12-03 14:49

Market Pulse: Risk Appetite Returns

Equities Rebound as Risk Signals Turn Green U.S. equities regained their footing on Tuesday as investors cautiously rotated back into riskier assets. The $NASDAQ(.IXIC)$ rose 0.6%, outperforming the $S&P 500(.SPX)$ (+0.3%) and the Dow Jones (+0.4%), reversing the hesitant tone that marked the start of December. Index The session’s leadership came from the higher-beta corners of the market: tech, momentum, and risk-focused ETFs. Meanwhile, traditionally defensive segments such as value, dividends, and low volatility lagged, underscoring a renewed, though still fragile, risk appetite. The shift aligned with broader sentiment improvements following last week’s run-up and a temporary pause early this w
Market Pulse: Risk Appetite Returns
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12-03 14:41
Conclusion: A Tentative but Rising Confidence Tuesday's session reinforced a growing pattern: when crypto stabilizes, and tech earnings surprise to the upside, risk sentiment tends to snap back quickly.  While investors remain cautious after a strong November, the renewed strength in semiconductors, megacap tech, and consumer-driven platforms such as $Apple(AAPL)$  suggests underlying confidence is improving. Still, with the Fed's rate decision imminent, the durability of this rally depends on whether macro conditions align with the market's optimistic year-end hopes.  For now, momentum is turning upward, but the real test arrives next week… @TigerStars  

Holiday Cheer Fades as Markets Pause

Market Pullback After a Strong November The holiday season may be in full swing, but investors showed little appetite for risk to start December. U.S. equities slipped on Monday following the sharp, late-month rally that rescued November’s performance. Dow Jones: –0.9% $S&P 500(.SPX)$ : –0.5% $NASDAQ(.IXIC)$ : –0.5% After last week’s powerful rebound, driven by renewed optimism for a December Fed rate cut, markets entered a holding pattern as investors reassessed valuations and awaited more concrete catalysts. Despite the pullback in indices, risk sentiment was mixed: Bitcoin slumped, but mega-cap tech held firm, and silver surged to a record high, offering an unusual bright spot in the commodities s
Holiday Cheer Fades as Markets Pause

FROM SELLOFF TO COMEBACK Rally Rescues Markets as Fed Hopes Return

November’s Turnaround - A Remarkable Reversal Nov End Just over a week ago, November looked headed for steep losses. The S&P 500 was down 4.4% month-to-date, sentiment was shaky, and markets were questioning everything, from AI to the Fed to the broader economy. But the Thanksgiving rally changed everything. Today’s shortened Black Friday session sealed the turnaround: Index Close Daily Change November Change: Dow Jones 47,716.42 +0.61% +0.3% $S&P 500(.SPX)$ 6,849.09 +0.54% +0.1% Nasdaq 23,365.69 +0.65% –1.5% S&P 500: Best Thanksgiving week since 2008 (+3.7%). 7 straight months of gains. Nasdaq avoided a deeper drop after being down as much as 7% earlier in the month. Hot Stock $Intel(INTC)$ +
FROM SELLOFF TO COMEBACK Rally Rescues Markets as Fed Hopes Return

Rally Returns for the Holiday Week

A Strong Start to a Short Week Stocks kicked off the week with a broad rally, easing worries after a bruising November. While the month is still on pace to be the worst November since the Great Recession, Monday gave investors something to be thankful for. Index Close Change: Index Dow Jones 46,448.27 +0.44% $S&P 500(.SPX)$ 6,705.12 +1.55% Nasdaq 22,872.01 +2.69% The Nasdaq led decisively, fueled by tech optimism and continued confidence in AI-driven growth. AI and Tech Sentiment Back in Focus Strength in Big Tech fundamentals heading into 2026, noting that Google’s Gemini 3 AI model helped re-energize optimism around the sector $Alphabet(GOOGL)$ Gemini 3 AI model With investors still dissecting Nvid
Rally Returns for the Holiday Week

FRIDAY FINISH STRONG “Back to Buying”: A Shift in Market Sentiment

Broad-Based Rally Signals Renewed Risk Appetite A strong rebound wrapped up the week: Index Close Change. Dow Jones 46,245.41 +1.08% $S&P 500(.SPX)$ 6,602.99 +0.98% $NASDAQ(.IXIC)$ 22,273.08 +0.88% 447 of 500 stocks rose in the S&P 500; 25 of 30 Dow components gained. Buying finally broadened beyond mega-cap tech. This signals a potential turn in market sentiment after a risk-off stretch. Investors finally started buying the dip. Category Stock Move : Hot Stock Ross Stores +8.4%. Biggest Loser Oracle -5.7%. Best Sector Materials +2.2%. Worst Sector Utilities +0.2%. Stocks Rate Cut Hopes Return - Major Catalyst for the Rally FED New York Fed President John Williams called policy “modestly restr
FRIDAY FINISH STRONG “Back to Buying”: A Shift in Market Sentiment

MARKET RECAP — A Surprise Reversal

AI Euphoria Fades Fast Markets opened strong after $NVIDIA(NVDA)$ upbeat earnings and CEO Jensen Huang’s dismissal of an “AI bubble.” But sentiment flipped quickly. $Tesla Motors(TSLA)$ Stocks Index Close Change Dow Jones 45,752.26 -0.84% $S&P 500(.SPX)$ 6,538.76 -1.56% $NASDAQ(.IXIC)$ 22,078.05 -2.15% Nvidia ↓ 3.2% (after being +5% early AM) Hot Stock Walmart +6.5% Biggest Loser Jacobs Solutions -11.0% Best Sector Consumer Staples +0.7% Worst Sector Technology -3.2% Why the reversal? credit-default swaps AI optimism met valuation concerns. Nvidia now represents ~8% of the S&P 500. Its moves drive the market as
MARKET RECAP — A Surprise Reversal

MARKET PAUSE, AI SURGES

Markets Stabilize Despite Falling Rate-Cut Odds Markets Stabilize The market snapped its four-day losing streak, even as expectations for a December rate cut dropped sharply. Index Close Change Dow Jones 46,138.77 +0.10%; $S&P 500(.SPX)$ 6,642.16 +0.38%; $NASDAQ(.IXIC)$ 22,564.23 +0.59% Investor sentiment shifted after: The BLS announced no October jobs report, reducing clarity ahead of the December Fed meeting. FOMC minutes revealed a hawkish tone, with significantly more policy members signaling concern about inflation. Rate-cut expectations fell to just 32.7%, from 50% a day earlier and over 93% one month ago. This places even greater focus on November’s employment data, due December 16, now likel
MARKET PAUSE, AI SURGES

Market Snapshot – Risk-Off Mode Deepens

The $S&P 500(.SPX)$ posted its fourth consecutive decline, closing down 0.8%, alongside declines in the Dow (-1.1%) and $NASDAQ(.IXIC)$ (-1.2%). Investors remained firmly in risk-off mode, driven by: AI skepticism ahead of Nvidia’s earnings $NVIDIA(NVDA)$ Concerns around consumer spending and housing activity Growing worries over employment and inflation keeping the Fed cautious Key Stats (11/18/2025): Index Last Chg% Dow Jones 46,091.74 -1.07% S&P 500 6,617.32 -0.83% Nasdaq 22,432.85 -1.21% Top Movers Hot Stock: Medtronic +4.7% Biggest Loser: Home Depot -6.0% Best Sector: Energy +0.8% Worst Sector: Consumer Discretionary -1.9% AI & TECH: Nvidia to
Market Snapshot – Risk-Off Mode Deepens

Waiting to...

Markets started the week on the back foot as investors braced for retail earnings, delayed economic data, and a pivotal report from the world’s largest company: $NVIDIA(NVDA)$ . The Dow Jones Industrial Average fell 557 points (–1.4%), while the $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ each lost 1.3%. Stocks Retailers in Focus The heart of this week lies in retail. Some of the biggest names in consumer spending report earnings: Walmart $Wal-Mart(WMT)$ Target Home Depot Lowe’s TJX Companies With the holiday shopping season kicking off, investors will be looking not just at sales, but shifts in consumer behavior, margins, t
Waiting to...

Whipsawed Markets Find Their Footing

Stocks endured another bout of whiplash on Friday. The Nasdaq Composite fell as much as 1.9% shortly after the opening bell, extending this week’s turbulence. But in a familiar pattern, opportunistic dip-buyers stepped in, especially those who have spent the week questioning AI valuations. By the close, the Nasdaq had staged its largest intraday rebound since April 7, finishing up 0.1%. The S&P 500 nearly erased its morning losses before weakening late in the session to close down 0.1%. The Dow Jones Industrial Average dropped 310 points, or 0.7%. This week’s swings have unfolded in an information vacuum: little economic data, limited earnings, and growing speculation around both. That changes in the week ahead. Index Last Change Dow Jones Industrial Average 47,147.48 –0.65%
Whipsawed Markets Find Their Footing

Market Fog Deepens

Post-Shutdown Selloff: Relief Turns to Risk Market Fog Deepens The historic government reopening should have lifted market sentiment. Instead, investors delivered the worst selloff in a month as relief was overtaken by two immediate worries: overstretched AI stock valuations and fading expectations for a December rate cut. $S&P 500(.SPX)$ : –1.7% Dow Jones: –798 points (–1.7%) $NASDAQ(.IXIC)$ : –2.3% Hot Stock: LyondellBasell +5.1% Biggest Loser: Robinhood –8.6% Best Sector: Energy +0.3% Worst Sector: $Consumer Discretionary Select Sector SPDR Fund(XLY)$ –2.5% The retreat comes at a delicate moment. After 40+ days without government data, investors, economist
Market Fog Deepens

Markets Cheer as Government Reopening Nears

Relief Rally on Capitol Hill After 43 days of gridlock, investors finally saw light at the end of the tunnel. The House of Representatives is expected to pass a government funding bill late Wednesday, officially ending the longest shutdown in U.S. history. That prospect sent a wave of relief through Wall Street. The Dow Jones Industrial Average surged 327 points (+0.7%), closing above 48,000 for the first time ever. The $S&P 500(.SPX)$ edged up 0.1%, while the $NASDAQ(.IXIC)$ dipped 0.3%, pressured by declines in major tech names. Hot Stock: $Advanced Micro Devices(AMD)$ +9.0% Biggest Loser: Paramount Skydance –7.0% Best Sector: Healthcare +1.4% Worst Sector:
Markets Cheer as Government Reopening Nears

Value Stocks Step Into the Spotlight

Market Rotation Shakes Up the Rally Wall Street staged a strong rebound Tuesday, but the leadership looked very different from what investors have come to expect this year… The Dow Jones Industrial Average surged 559 points (+1.2%), marking its 16th record close of 2025, while the $S&P 500(.SPX)$ added 0.2%. The $NASDAQ(.IXIC)$ , weighed down by tech and AI shares, slipped 0.3%. Only four Dow components, $NVIDIA(NVDA)$ , Cisco Systems, Caterpillar, and JPMorgan Chase ended the day lower. Broader participation was solid, with most S&P 500 constituents finishing in positive territory, but the tech-heavy Nasdaq lagged as investors rotated out of high-growth
Value Stocks Step Into the Spotlight

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