S&P 500's Rapid Exit From Correction Territory Hinged on Trump's Walk-backs of Tariffs and Fed Fight
Google Parent Alphabet's First Quarter Earnings Beat Analysts' Estimates
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Federal Reserve officials warn that Trump's tariffs may trigger a wave of layoffs.
①President Kashkari of the Minneapolis Federal Reserve Bank expressed concern about the potential economic impact of uncertainty in the USA's long-term trade policy, believing it could lead to large-scale layoffs; ②Kashkari warned that although the number of layoffs has not yet increased, businesses are beginning to plan for potential layoffs that may occur due to the ongoing uncertainty.
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Apple's "potential successor" takes over the Siasun Robot&Automation business. The authority of the former AI leader is further diminished.
① This change will allow Giannandrea's team to have more time to focus on foundational AI technology; ② Ternus is a veteran at Apple and currently also leads another hardware team focused on robotics and Smart Home technology; ③ Some analysts have pointed out that Apple's decision to merge the two robotics teams may indicate that the company is accelerating its research and development processes in the field of robotics.
Alphabet, Intel, Meta, Amazon, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
Regarding interest rate cuts! Several Federal Reserve officials have spoken out, with possible action as early as June.
① On Thursday local time, Cleveland Fed President Loretta Mester ruled out the possibility of a Federal Reserve rate cut in May but hinted at a possible cut in June; ② On the same day, several Federal Reserve officials publicly discussed the matter of rate cuts. Federal Reserve Governor Christopher Waller also stated that he would support a Federal Reserve rate cut if there is a significant rise in the unemployment rate.
Google conference call: AI Overviews users exceed 1.5 billion, assessing the impact of tariffs is "too early", the minimum exemptions clearly put pressure on the advertising Business.
In terms of the highly concerned macroeconomic impacts, Google stated that it is still "too early to comment", but it is clear that the minimal exemption changes for retailers in the Asia-Pacific region may pose some resistance to the advertising Business. Even with changes in the macroeconomic environment, the capital expenditure of 75 billion dollars for this year is maintained.
The focus of the long and short debate in the U.S. stock market: 5500 and 4800.
Wall Street Analysts are analyzing the next steps of the S&P 500 Index through chart analysis. Analysts believe that 5,500 points are a key resistance level for the bullish-bearish turning point, while 4,800 points serve as a potential resistance. Market Technical Indicators show ample rebound space, but caution is needed for the risk of retesting the bottom.
Options Market Statistics: Strong AI Data Center Demand Boosts NVIDIA Stock; Options Pop
Express News | Tech giants extend gains in overnight trading, Google soars 5% as Q1 income beats and it announced a $70 billion buyback plan; Nvidia, Amazon and Tesla rise 2%. Intel drops 5% on outlook, despite Q1 results beating.
Alphabet Inc. (GOOG) Q1 2025 Earnings Call Transcript Summary
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U.S. stocks closed: The Federal Reserve wields the flag of interest rate cuts, and the S&P has risen for three consecutive days, approaching a key resistance level.
1. Federal Reserve officials discuss the outlook for a June interest rate cut, with the Nasdaq rising over 2% for three consecutive days; 2. Analyst: Pay attention to the key resistance level of 5,500 points for the S&P; 3. Switch 2 causes a global frenzy, impacting records in the Consumer Electronics market; 4. Apple's AI head loses power again, as a mysterious Siasun Robot&Automation team shifts under the Hardware supervisor.
'Yahoo Is Ready to Buy Chrome Browser If Google Is Forced to Sell'- Bloomberg
Google's advertising business remains strong, with Net income increasing by 46%. It will continue to expand capital expenditures, and the stock price rose 6% after hours | Earnings Reports insights.
Alphabet, Google's parent company, announced its first-quarter results after the market close on Thursday, showing that its revenue and profit exceeded Analyst expectations due to the strong performance of its search advertising business, which partially offset the impact of slowing growth in its Cloud Computing division. Additionally, with a significant increase in capital expenditures in the first quarter, the company indicated that it would continue to substantially raise capital expenditures, stimulating the stock price to rise temporarily by 6% after hours.