After the release of the CPI data last night, the market began to rally. Tech stocks, led by $Tesla Motors(TSLA)$ , soared, driving the $.IXIC(.IXIC)$ to break through the 20,000-point milestone yesterday! Among the "MAG 7" companies, five hit all-time highs, with $NVIDIA Corp(NVDA)$ and $Microsoft(MSFT)$ being the exception. This is a sharp contrast to the first half of the year, when Nvidia stood out as the dominant performer in the MAG 7, while Tesla lagged far behind. Over the past 30 days, Tesla has surged by 30%, while Nvidia has dropped by 6%.Let’s take a closer look at this special edition of all-time-high colum

1. $Spotify Technology S.A.(SPOT)$ hits $506.47, up 167.35% YTD, has beaten earnings expectations for the past four quarters.WSB users regret not buying despite daily use of Spotify for music.2. $Marvell Technology(MRVL)$ hits $119.88, up 95.90% YTD. Marvell exceeded market expectations with its Q3 FY2025 earnings, seeing a 23% surge in its stock price. It is a leading semiconductor company that designs chips for data storage, networking, processing, and communication. Revenue of $1.516 billion was up 6.9%, surpassing the analyst consensus of $1.45 billion. The data center segment, its largest revenue source, saw a 98% year-on-year increase in Q3, with revenue hitting $1.1 billion, slightly exceeding the

According to a Morgan Stanley survey conducted this month involving around 2,000 consumers, Americans are more optimistic about holiday shopping prospects than in the past two years.Approximately 35% of respondents said they expect to spend more this holiday shopping season compared to last year.The latest consumer survey by the National Retail Federation (NRF) projects that average spending on gifts, food, decorations, and other seasonal items during the winter holidays will reach a record $902 per person. This is about $25 higher than last year's average and $16 above the previous record set in 2019.This year, online shopping remains the top destination, with 57% of consumers planning to shop online. Following closely are department stores (46%), grocery stores and supermarkets (46%), an

U.S. stocks continue to hit new highs, and the gains of small-cap stocks, especially those tech growth stocks that went public in 2020 and 2021, are hard to ignore. Check out this week's new high stocks!1. $Palantir Technologies Inc.(PLTR)$ hits an all-time-high of $62.08, with a YTD gain of $250.83%.Last week, Palantir surged 20% on a day after reporting strong third-quarter results, driven by a significant increase in AI-driven demand.EPS: 10 cents adjusted vs. 9 cents expected (+11.11%)Revenue: $726 million vs. $701 million expected (+3.57%)Palantir also raised its full-year revenue forecast, signaling robust future growth. Despite challenges in Europe and the Middle East, the company is targeting a 26% revenue increase for 2024.Additionally, t

After Trump’s election victory yesterday, US stocks $.SPX(.SPX)$ hit all-time highs across the board. Plus, there are some standout stars from this earnings season that shouldn’t be overlooked. Check out this week’s 'New Highs' column!1. $Morgan Stanley(MS)$ closed at $131.49 with a year-to-date increase of 41.01%. During his campaign, Trump expressed an intention to reduce corporate tax rates from 21% to 15%, which would be positive news for the banking industry. With lower tax rates, bank profits would naturally rise, boosting investor confidence. Trump has also advocated for reducing regulatory burdens, allowing the banking industry to operate in a more relaxed environment. 2.

This week we had a busy earnings report week! Which stocks that beat expectations and rose have been missed? These stocks reached all-time highs or 52-week highs after their earnings reports.1. $Royal Caribbean Cruises(RCL)$ reached a record high of $214 due to strong third-quarter results and a positive outlook.EPS: $5.20, beating the analyst consensus of $5.04.Revenue: $4.89 billion, in line with estimates.EPS Guidance: Raised to $11.57-$11.62, in line with the $11.58 consensus.The cruise operator reported strong booking trends and load factors of 111% in Q3, reflecting high demand. Net yields rose 7.9% year-over-year in constant currency, supported by higher pricing and strong onboard spending.2. $Booking H

If stock market performance aligns with historical trends, the last two months of the year could deliver significant returns. Since 1928, the $.SPX(.SPX)$ has averaged a 5.2% return from October 27 to December 31. In election years, this average rises to 6.3%. With the upcoming U.S. elections raising concerns on Wall Street, the $Cboe Volatility Index(VIX)$ index has surged.With only 44 trading days left in 2024, the market is entering a critical sprint. Goldman Sachs' Scott Rubner believes that the S&P 500 will soar beyond 6,000 points by year-end. He asserts that we are entering one of the best fourth-quarter trading periods in nearly a century.Optimism Amidst UncertaintyIn a report released on Octob

$Caterpillar(CAT)$ hit an all-time high in late September, fueled by three main catalysts.The company is set to report earnings on October 30.Solid Earnings Despite Declining SalesDespite lower sales, Caterpillar’s Q2 earnings received positive feedback. A slowdown in trading volume was expected after an April warning about declining sales, so the dip didn’t come as a surprise. Caterpillar, like the broader industry, faces a tough environment.Yet, overall, earnings indicate that Caterpillar is holding its ground. This is a well-managed company with solid profitability metrics and strong margins.Steady Revenue Signals StabilityNext week’s earnings report isn’t likely to disrupt this positive outlook. While the results may cause short-term fluctuatio

$.SPX(.SPX)$ continues to reach new heights. With the U.S. presidential election coming up on November 5, historically, election years tend to be favorable for the stock market. Since 1960, the S&P 500 has generally risen in election years, with only the exceptions being 2000 and 2008 due to the tech bubble burst and the financial crisis, respectively.Despite polls showing a neck-and-neck race, investor uncertainty hasn't dampened enthusiasm. This year, the S&P 500 has seen modest gains, with 47 new highs recorded in 2024. Following the election, the market might receive another boost, just like in past instances.Understanding Market TrendsMelt-up signifies a situation where various factors converge, pushing the market to unsustainable hig

As October rolls on, the U.S. presidential race is heading in a new direction. The once-booming “Trump Trade” from July is resurfacing, with polls showing Trump taking a clear lead. Markets are already starting to price in the possibility of his victory.So, if Trump wins, what will happen to global capital markets, commodities, bonds, and especially Hong Kong and mainland Chinese stocks?Trump and Harris have sharply different views on critical issues such as inflation, energy, manufacturing, taxation, immigration, and foreign policy. Let's dive into the key sectors:1.Oil PricesOn energy, Trump wants to scrap Biden’s electric vehicle policy and ease regulations on oil and gas. He sees the climate change debate as exaggerated by environmentalists. Harris advocates for stricter regulations on

1. $Oklo Inc.(OKLO)$ reached a new high yesterday, hitting $22.93 during trading, with a year-to-date increase of 111.27%. Boosted by AI power and major investments, nuclear power stocks were undoubtedly the hottest sector last week.2.After exceeding expectations in last week’s earnings report, $Netflix(NFLX)$ has continuously hit new highs, reaching $773 yesterday. For a giant like Netflix, this year’s 58.58% gain is quite remarkable.3. $Palo Alto Networks(PANW)$ has reached an all-time high of $384, driven by the growing demand for cybersecurity services.Analysts from Goldman Sachs and TD Cowen have maintained positive ratings, with price targets of up to $425.

In his August speech at Jackson Hole, Federal Reserve Chairman Jerome Powell shifted focus from inflation to the labor market, hinting at last month’s 50-basis-point rate cut. However, Fed officials later clarified that they expect to move forward with smaller cuts of 25 basis points.Recently, the U.S. economy has surprised many with unexpected strength. From the impressive employment report earlier this month to last week's higher-than-expected Consumer Price Index (CPI), the momentum is undeniable. If the Fed is data-driven, they might conclude that the economy is stronger now than it was in early October.Last Thursday, retail sales data came in, showing a 0.4% month-over-month increase, surpassing the expected 0.3%. Even more impressive was a 0.5% rise in "core" retail sales, significan

China is rolling out a series of stimulus measures aimed at boosting confidence, paving the way for a sustained rally in the stock market. Trading volumes are hitting record highs, lifting the gloom that’s lingered for three years. The People’s Bank of China has introduced an unprecedented tool allowing banks to provide loans to companies for stock buybacks. This bull market began on September 24.Growing Demand for Long PositionsLars Naeckter, Head of Asia-Pacific Equity Derivatives Research at Bank of America, notes that demand for long positions has increased since the announcement of these measures. The cost ratio of call options to put options for Chinese stocks listed on Hong Kong exchanges and U.S. ETFs tracking them is nearing its highest level since 2008. Even though the

UBS now expects the U.S. stock market to hit new highs in 2025. Jonathan Golub, the bank's strategist, raised his target for the $.SPX(.SPX)$ from 6,000 to 6,400 points in a note to clients on Tuesday. This new forecast implies a 9.2% gain from Monday's close.Golub pointed to a favorable economic backdrop as the driving factor. "UBS economists forecast 3.7% growth in U.S. nominal GDP in 2025, roughly in line with long-term averages," he said. He added, "Rate cuts should reduce interest expenses and default risks, boosting earnings per share and valuations."Golub’s call came right after the S&P 500 hit an all-time high, with the index up nearly 23% year-to-date. Investors are banking on the Federal Reserve cutting rates in the coming months, fu

Billionaire investor Stan Druckenmiller believes that the market is pricing in the possibility of Donald Trump winning the upcoming U.S. presidential election next month.“The market seems pretty convinced over the past 12 days that Trump $Trump Media & Technology(DJT)$ will win,” Druckenmiller said on Wednesday. “You can see it in the bank stocks, and you can see it in cryptocurrency.”However, Druckenmiller made it clear that he won't be voting for Trump—or for current Vice President Kamala Harris either. He called Trump a "blowhard," saying that Trump lacks the dignity to be president, while noting that a Harris presidency would be bad for business.“I’ll probably just write someone’s name in,” he said, adding that he hasn’t donated to any cand