Postaus
BullRiderPK
đ U.S. Markets & AI Trade Update
U.S. equities moved higher, with $SPX +0.2% and NDX +0.6%, as technology stocks led the advance.
The AI theme remained strong after Anthropicâs Q2 revenue reportedly surged 14Ă year over year, reinforcing expectations that AI-related spending remains resilient.
Meanwhile:
âą đ 10-year Treasury yields and oil prices edged lower
âą âż Bitcoin, gold, and silver moved higher
âą đ September Fed hike odds fell to around 30%, following last weekâs weak retail-sales data
âą đŸ Korean chipmakers and U.S. tech-hardware stocks gained in pre-market trading on strong AI demand
S&P 2026 EPS estimates have climbed to around $362, representing roughly 30% YoY growth. At current valuations, that implies a forward P/E near 21.6Ă, roughly matching the 10-year Treasury yieldâa valuation relationship not seen since early 2024 and, before that, the 2000 internet bubble.
Despite the strength in AI and tech, I remain cautious on $TSLA .
Forward earnings estimates continue to weaken, competition in autonomous driving is intensifying, and the valuation remains elevated.
Strong AI demand is supporting the broader tech trade, but high expectations leave little room for disappointment. đ
NFA. DYOR.
#SandiskDealsInFocus #BTCVolumeDriesUp
Vastuuvapauslauseke: OKX Orbit -sisÀltö on tarkoitettu ainoastaan tiedotustarkoituksiin. LisÀtietoja
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