To The Moon

In 2025, US equities rebounded sharply after a steep sell-off in April and then set record highs. Gold past $4,000 for the first time in history; Nvidia climbed to a $5 trillion market cap; by year-end, AI had become a sector that capital appeared to be “abandoning.”Take a look at the Top 10 Most-Watched US Stocks!1. $NVIDIA(NVDA)$ Tops $5 Trillion, But Faces Threat From TPUsOn October 29, NVDA closed with a market capitalization of $5.02 trillion, becoming the first publicly listed company in history to surpass the $5 trillion milestone—just four months after it first broke above $4 trillion.NVDA continues to benefit from the strength of its GPU ecosystem and software stack, with strong order visibility supporting the stock’s momentum.However, th

On Wednesday, December 10 (ET), the Federal Reserve announced a 25bp reduction in the federal funds target range to 3.50%–3.75%. This marks the third rate cut in 2025, bringing the cumulative reduction this year to 75bp. Beneath the surface of this seemingly routine cut, the meeting revealed two key signals: an unusual level of internal division within the Committee and a future policy path that will be highly dependent on data and timing.I. Key Takeaways: The Cut Was Expected, but Divisions Stand OutCompared with the previous meeting at the end of October, the most significant difference in this meeting’s statement is that among the 12 FOMC voting members, three voted against the 25bp rate cut—one more dissent than in October. This is the first time since 2019 that a Fed rate decision has

As of Monday's market close, $Dow Jones(.DJI)$ dropped 0.4%, $S&P 500(.SPX)$ slipped about 0.3%, and $NASDAQ(.IXIC)$ edged down 0.1%, showed bearish performance. Data from TradingView shows that 30 companies with a market cap of over $10 billion have reached new highs.Focus on Federal Reserve policy: With the Fed meeting approaching this week, investors grew cautious. Many expect a rate cut — the odds priced in by traders remain very high.Treasury yields rose, bond market jitters: Continued selling pressure in U.S. Treasuries pushed long‑term yields higher, putting pressure on equity valuations.Market uncertainty dominates until the Fed decision: With corpor

As of Tuesday's market close, $Dow Jones(.DJI)$ edged up 1.43%, $S&P 500(.SPX)$rose about 0.91%, and $NASDAQ(.IXIC)$ gained 0.67%, showed bullish performance. Data from TradingView shows that 29 companies with a market cap of over $20 billion have reached new highs.Rate Cut Expectations Increase: With weaker economic data (such as retail sales and producer prices), coupled with dovish comments from several Federal Reserve officials, expectations for a rate cut in December rose sharply, boosting investor sentiment.Bond Yields Fall & U.S. Dollar Weakens: U.S. long-term bond yields declined, and the dollar weakened against major currencies, which supported

On Monday local time, S&P Dow Jones Indices announced that $SanDisk Corp.(SNDK)$ , the world’s largest supplier of flash memory, will be added to the $S&P 500(.SPX)$ this Friday, replacing $Interpublic(IPG)$ , Inc. The change will take effect at Friday’s market open. Following the announcement, SanDisk shares surged more than 7% in after-hours trading, after jumping 13.33% during the regular U.S. session to close at US$226.96, giving the company a total market capitalization of US$33.26 billion.SanDisk’s inclusion also edged out another popular candidate— $Strategy(MSTR)$ , a crypto-asset company that describes it

[Allin]Today’s deep fundamental analysis examines three companies at critical inflection points, each pursuing distinct pathways toward trillion-dollar market opportunities. $Eli Lilly(LLY)$ is transforming obesity treatment with its incretin franchise, $Advanced Micro Devices(AMD)$ is challenging for AI computing dominance against NVIDIA, and $Shopify(SHOP)$ is redefining global commerce infrastructure. While operating in vastly different sectors, these companies share a defining characteristic: they are deploying billions of dollars in capital today to capture exponential growth tomorrow. In an era of elevated interest rates and tightening monetary conditions, t

As of Monday's market close, $Dow Jones(.DJI)$ edged up 0.1%, $S&P 500(.SPX)$rose about 0.4%, and $NASDAQ(.IXIC)$ gained 0.6%, showed bullish performance. Data from TradingView shows that 15 companies with a market cap of over $10 billion have reached new highs.Valuation pressure on tech increased: although some mega-cap names (such as Alphabet) performed well, worries about a potential “AI and tech bubble” continued to rise.Bond yields and policy expectations remained in focus. With uncertainty over the Federal Reserve’s next steps and the trajectory of rate cuts, some investors shifted from rate-cut optimism toward a more yield-risk-oriented view.External

As of Monday's market close, $Dow Jones(.DJI)$ down by 1.18%, $S&P 500(.SPX)$ down 0.92%, and $NASDAQ(.IXIC)$ down 0.84%, showed negative performance. Data from TradingView shows that 10 companies with a market cap of over $10 billion have reached new highs.Earnings + Data Watch: The market is entering a critical week with major companies (especially Nvidia) reporting, and delayed U.S. economic data (after the extended government shutdown) set to resume.Policy and Valuation Concerns: With some signs of labour‑market softness and inflation risks still present, the expectation of a December rate cut by the Federal Reserve is fading. Meanwhile, some analysts wa

On Monday, November 10, Warren Buffett, the founder of Berkshire Hathaway and widely known as the “Oracle of Omaha,” released his “farewell letter,” confirming the board’s final succession plan and marking the end of a 60-year era of value-investing pilgrimage.But this doesn’t mean the company stops moving — Greg Abel, whom Buffett has praised as having “far exceeded expectations,” will continue leading Berkshire forward.At Thursday’s close, $Berkshire Hathaway(BRK.B)$ rose 2.13% against the market, with trading volume surging to $3.74 billion, up 36.66% from the previous day. Notably, a seemingly large buy order appeared right before the close. On the same day, the $S&P 500(.SPX)$ fell 1.66%, with 8

As of Wednesday's market close, $Dow Jones(.DJI)$ down by 0.16%, $S&P 500(.SPX)$ gained 0.05%, and $NASDAQ(.IXIC)$ gained 0.45%, showed mixed performance. Data from TradingView shows that 32 companies with a market cap of over $30 billion have reached new highs.Federal Reserve Policy: The Fed cut interest rates by 25 basis points but signaled caution, with Chair Jerome Powell stressing that another cut in December is not guaranteed. The mixed message—easing now but uncertain ahead—cooled market optimism that a series of rate cuts would drive stocks higher.Corporate Earnings and Tech Sector: Roughly 84% of S&P 500 companies beat earnings expectations, led