US JOBLESS CLAIMS +11K TO 219K IN FEB-1 WK; SURVEY 214K US JAN-25 WEEK CONTINUING CLAIMS…
Day: February 6, 2025
📰 *US PRELIM 4Q LABOR PRODUCTIVITY RISES 1.2% Q/Q; EST. +1.2% *US PRELIM 4Q LABOR COST RISES 3.0% Q/Q; EST. +3.4%
*US PRELIM 4Q LABOR PRODUCTIVITY RISES 1.2% Q/Q; EST. +1.2% *US PRELIM 4Q LABOR COST RISES…
📰 $LLY – LILLY ‘OPTIMISTIC’ MEDICARE WILL COVER OBESITY DRUGS: CFO
$LLY – LILLY ‘OPTIMISTIC’ MEDICARE WILL COVER OBESITY DRUGS: CFO
📰 GOLD PRICE FORECASTS RAISED BY CITI AND UBS: • UBS: Increased its 12-month gold forecast to $3,000/oz from $2,850/oz, expecting continued growth due to global rate cuts, uncertainty, and strong investor/central bank demand. • Citi: Updated its short-term target to $3,000/oz and 2025 average to $2,900/oz from $2,800/oz, driven by trade wars, geopolitical tensions, and de-dollarization under Trump’s administration. • Current Market: Gold hit new highs at around $2,870/oz, influenced by tariffs and a hawkish Federal Reserve. • Outlook: Both banks see a sustained bull market for gold, with Citi noting potential risks from tariffs but currently estimating only a 20% chance of gold being included in such measures.
GOLD PRICE FORECASTS RAISED BY CITI AND UBS: • UBS: Increased its 12-month gold forecast to…
📰 $RBLX – ROBLOX SHARES EXTEND PREMARKET LOSSES, LAST DOWN 31.6% https://t.co/ca0UmbVQbM
$RBLX – ROBLOX SHARES EXTEND PREMARKET LOSSES, LAST DOWN 31.6% https://t.co/ca0UmbVQbM
📰 $RBLX – ROBLOX SHARES SINK 18% AS 4Q DAILY ACTIVE USERS MISS ESTIMATE Roblox Q4 Results: • Bookings: $1.36B (est. $1.37B) • Revenue: $988.2M (est. $967.2M) • Loss Per Share: $0.33 • Free Cash Flow: $120.6M (est. $120.8M) • Cash & Equivalents: $711.7M (est. $672.3M) • Daily Active Users: 85.3M (est. 88.39M)
$RBLX – ROBLOX SHARES SINK 18% AS 4Q DAILY ACTIVE USERS MISS ESTIMATE Roblox Q4 Results:…
📰 $TSLA – SWEDISH ELECTRICIAN UNION PLANS TESLA STRIKE IN TRELLEBORG
$TSLA – SWEDISH ELECTRICIAN UNION PLANS TESLA STRIKE IN TRELLEBORG
📰 MUSK’S DOGE AGENTS ACCESS SENSITIVE PERSONNEL DATA, ALARMING SECURITY OFFICIALS -WASHINGTON POST
MUSK’S DOGE AGENTS ACCESS SENSITIVE PERSONNEL DATA, ALARMING SECURITY OFFICIALS -WASHINGTON POST
📰 U.S.-Based Employers Announced 49,795 Job Cuts in January, Down 40% — Challenger Gray Challenger Gray: Have Already Seen Major U.S. Job-Cut Announcements in Early Days of February January Job Cuts Announced by U.S.-Based Employers Up 28% Vs December — Challenger Gray https://t.co/i9Cm2uonln
U.S.-Based Employers Announced 49,795 Job Cuts in January, Down 40% — Challenger Gray Challenger Gray: Have…
📰 $NVDA – Morgan Stanley on Nvidia: • Recent Selloff: Seen as a buying opportunity due to DeepSeek competition concerns. • Nvidia’s Position: Remains Morgan Stanley’s “Top Pick” despite long-term uncertainties. • Market Sentiment: Near-term business looks solid with demand for Hopper and Blackwell AI chips. • DeepSeek Impact: Acknowledged as creating some challenges, but Nvidia expected to manage these. • Growth Drivers: Confidence in Nvidia’s growth in AI inference; ASIC enthusiasm to return to Nvidia in H2. • Key Risks: More U.S. export restrictions, AI investment financing shifts, and negative sentiment. • Export Compliance: Morgan Stanley confident Nvidia complies with rules. • Outlook: Bullish, with stabilizing demand for Hopper chips and improving Blackwell supply. No change in major AI investment plans from data center customers. • Earnings Expectation: Positive outlook post-earnings, viewing the current dip as an entry point.
$NVDA – Morgan Stanley on Nvidia: • Recent Selloff: Seen as a buying opportunity due to…