Neza Molk @Nezatron: "𝐓𝐡𝐞 𝐫𝐞𝐛𝐨𝐮𝐧𝐝, 𝐭𝐡𝐞 𝐫𝐚𝐭𝐞 𝐜𝐮𝐭..."

Slovenia

𝐓𝐡𝐞 𝐫𝐞𝐛𝐨𝐮𝐧𝐝, 𝐭𝐡𝐞 𝐫𝐚𝐭𝐞 𝐜𝐮𝐭 𝐬𝐮𝐫𝐠𝐞, 𝐚𝐧𝐝 𝐄𝐮𝐫𝐨𝐩𝐞’𝐬 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧👇🏻 Last week was shortened due to Thanksgiving in the U.S. The tech sector bounced strongly after the previous week’s pullback, small caps outperformed large caps, and expectations for a December rate cut increased sharply. The biggest gains came from the AI infrastructure sector, where Alphabet is taking the lead while Nvidia faces stronger competition. Europe also moved higher thanks to positive inflation data. 𝐔𝐒: 𝐫𝐚𝐭𝐞 𝐜𝐮𝐭 𝐩𝐫𝐨𝐛𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐬𝐮𝐫𝐠𝐞𝐬 🔔 U.S. indexes finished the week higher. The S&P 500 and Nasdaq recovered, while the Russell 2000 gained more than 5.5 %. In just five days, expectations for a December rate cut jumped from 40 to more than 80 % after two FED members hinted at the possibility of lowering rates. The data supported this move. September retail sales grew only slightly, PPI inflation came in line with expectations, consumer confidence fell to the lowest level since April, and new unemployment claims dropped to a seven-month low. 𝐄𝐮𝐫𝐨𝐩𝐞: 𝐥𝐨𝐰 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧, 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐤𝐞𝐞𝐩 𝐫𝐢𝐬𝐢𝐧𝐠 🇪🇺 European markets had a very strong week. The STOXX Europe 600 gained more than 2 percent. Inflation data came in surprisingly soft: France at 0.8 percent, Italy at 1.1 percent, Spain at 3.1 percent. Analysts expect eurozone inflation around 2.2 percent, which is close to the ECB’s target. 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐢𝐧 𝐅𝐨𝐜𝐮𝐬 👀 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭 – Added nearly 250 billion USD in market cap, supported by talks with Meta about purchasing TPU chips; Berkshire Hathaway bought 17.8 million shares; the company is nearing a 4 trillion USD valuation. 𝐍𝐯𝐢𝐝𝐢𝐚 – Under pressure from Google’s custom chips and growing open-source competition. 𝐁𝐫𝐨𝐚𝐝𝐜𝐨𝐦 – Strongest performer in the chip sector, driven by Google’s rising AI-infrastructure needs. 𝐓𝐞𝐬𝐥𝐚 – European sales fell by half; Musk announced development of A16 chips and expansion of the robotaxi fleet. 𝐀𝐦𝐚𝐳𝐨𝐧 – Record Thanksgiving sales; internal leaks highlighted AWS capacity shortages for AI workloads. 𝐃𝐞𝐥𝐥 – Raised guidance; AI server shipments expected to more than double. 𝐀𝐛𝐞𝐫𝐜𝐫𝐨𝐦𝐛𝐢𝐞 – Surged more than 37 % on strong results. 𝐎𝐫𝐚𝐜𝐥𝐞 – Market concerns due to 65 billion USD in new debt for data-center expansion. 𝐈𝐧𝐭𝐞𝐥 – Jumped sharply on rumors of an Apple contract for future M-series chips. 𝐖𝐡𝐚𝐭 𝐭𝐨 𝐄𝐱𝐩𝐞𝐜𝐭 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤 🧠 The most important release will be PCE inflation data on Friday, which the Fed will use before the December interest rate decision. Any surprise could shift market sentiment quickly. Black Friday and Cyber Week spending will show whether consumers remain resilient. In tech, attention will be on competition between Nvidia, Alphabet and new open-source models. Europe will also publish CPI inflation, indicating whether the ECB is moving closer to a more dovish monetary stance. 𝐖𝐡𝐚𝐭 𝐚𝐫𝐞 𝐲𝐨𝐮 𝐰𝐚𝐭𝐜𝐡𝐢𝐧𝐠 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤? 👇🏻 $SPX500 $NSDQ100 $DJ30

3 Mentioned

SPX500

NSDQ100

DJ30

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