James

The market edged higher today, with the Dow Jones Industrial Average hitting a new all-time high, reflecting market optimism regarding the easing of tensions in the Middle East and the outlook for AI technology. Although consumer confidence has declined, corporate earnings remain a key focus. In the short term, the focus is on US-Iran negotiations and oil prices. $stock

@QuiverQuant This situation indicates that fiscal scrutiny persists, even under complete Republican control. It is slightly positive for fiscal hawks and long-term Treasury yields, while having a neutral to slightly negative impact on "beneficiaries of legal battles" and related investments.

JUST IN: Representatives Brian Fitzpatrick and Tom Suozzi are introducing a bipartisan bill to shut down Trump's $1.776 billion "anti-weaponization" fund.

@pelositracker Bolstered by a quantum technology moat and favorable policy tailwinds, IBM's recent stock price surge stands on solid ground.

Breaking: Rumors are swirling that Trump owned $IBM before his administration committed $1B to the company However according to his Q1 filings, he was a Net Seller Here's what his Q1 filing show: • Bought $IBM on 3/17 • Bought $IBM again on 3/23 • Sold $IBM on 3/26 — 3 days later • Sold again on 3/30 • Net seller going into the announcement To be clear, the filings only were for his Q1 trades so if he bought after 3/30, we won't know until those new filings come out

@smartertrader Closely monitor gross margin and Blackwell/Vera Rubin ramp updates.

Just getting home. What News dropped Spx

@vnkumarvnk Nevertheless, the overall market outlook remains bullish tomorrow, boosted by potential news regarding the Iran nuclear deal.

Futures dump! 🩸 $SPX $SPY $QQQ

@TheRonnieVShow @investingwithac This is suitable for long-term holding.

Analysts are guiding for almost 30B in Revenue and $3.00 in EPS by 2030 on $OSCR My guy @investingwithac said he believes they can do $3.00 this year... I agree with him on that sentiment. Which means analysts are WAY OFF here...As always.

@StockMarketNerd It is exceptionally well-suited for long-term holding. I have been closely monitoring the semiconductor sector as a whole for any signs of a correction, yet positive demand factors continue to dominate.

Another strong $NVDA quarter delivered by king Jensen. Revenue (including data center) ahead of sky-high consensus expectations. They've trained analysts to expect more over the last few years. Doesn't matter. They're still beating that elevated bar. Guidance comfortably ahead as well. More of the same.

@Reformed_Trader Close attention must be paid to implementation progress (specifically the launch of BlueBird), spectrum coordination, and capital expenditure efficiency, as these constitute factors of uncertainty.

$ASTS short away dummies. If Starlink Mobile is looking to charge $18/month in high-income markets for their inferior service what does that imply about AST SpaceMobile's ARPU? To my knowledge, analysts have been using $5-$10 ARPU when calculating future cash flows.

@DudeWhoInvests Closely monitoring Starship's reusability will lead to lower launch costs, in-orbit AI/data centers, and B2B business expansion (aerospace/maritime).

SpaceX $SPCX if it IPO’s at $2.4 TRILLION would be IPO’ing at 130x sales. GEEEEEZUS. Expensive expensive expensive.

@ripster47 $RKLB is currently transitioning from small satellite launches to a comprehensive space systems platform, backed by a strong order book and growing demand across both the defense and commercial sectors.

$RKLB $3 billion ATM filed This gives them a flexible "war chest" to sell shares incrementally into strength over the coming months or years to fund growth, capital expenditures (like Neutron infrastructure), or acquisitions

@vnkumarvnk It is necessary to closely monitor the progress of NVL72, the yield of GB200, and the impact of Chinese exports on sovereign AI demand in other regions.

$NVDA EARNINGS CALLS LIVE LINK youtube.com/live/IMPzw5ip1…

@Investingcom In my view, $SPCX belongs in a growth investment portfolio.

⚠️BREAKING: *ELON MUSK’S SPACEX FILES FOR NASDAQ IPO UNDER SYMBOL $SPCX *SPACEX 1Q REVENUE $4.69B

@Gemini I believe this is a speculative behavior with a high beta coefficient, rather than a sustainable trend.

JUST IN: ZEC increased over 18% in the past 24 hours

@Mr_Derivatives Many people are unable to stick with it for such a long time; this is also one of the reasons why so many people fail.

If you bought just 1,000 shares of $NVDA on IPO day back in 1999 (IPO price was a puny $12/share), and held to today, you would have 480,000 shares after all them forward splits. And now Nvidia will pay you $120,000 a year in dividends!! So not only has your original $12,000 investment turn into $100M ish through capital appreciation, but now you will get $120k each year on that position in dividends too. WILD! That is why we love this game called The Stock Market. ❤️ EDIT I READ THAT WRONG .25c/share!

@EinsteinoWallSt This stems from today's robust growth in retail sales (+0.5%), as well as a retreat in the 10-year Treasury yield to approximately 4.46%. Even positive news regarding the Strait of Hormuz agreement has helped alleviate concerns over energy supplies.

MARKET RECAP 📈 What a wild day, the S&P 500 gained over $500 billion in market cap and the Dow closed above 50,000 once again, BOOYAH! 👀 What the heck is going on??! Let’s talk about it 🗣️

@faststocknewss This will be the largest IPO in history, and the brief reflects the growth potential of satellite connectivity, space transportation, and monetizable orbital computing over the next few decades.

BREAKING: SpaceX has filed for its IPO, with Class A shares set to list on Nasdaq under ticker $SPCX. Q1 financials from the filing: - Revenue: $4.69B - Operating loss: $1.94B Segment revenue: - Connectivity (Starlink): $3.26B - AI: $818M - Space: $619M The filing says SpaceX intends to deploy its first modular orbital AI compute shells by the end of the decade and begin monetizing that capacity through the sale of AI software and AI compute. Elon Musk is listed among 5%+ shareholders. Goldman Sachs, Morgan Stanley, BofA, Citigroup and J.P. Morgan are underwriters.

@ACInvestorBlog Both of these companies represent speculative investments, requiring close attention to trading volume and news; however, the overall long-term momentum remains positive.

Spacex files s-1 registration statement with SEC - Space names on watch tomorrow $MNTS $SIDU

This signifies that NVDA is transitioning from a pure growth narrative to a mature phase of capital allocation, while demand for AI remains robust. Although the dividend yield is low, institutional investors and long-term capital will feel more confident in increasing their positions.

This signifies that NVDA is transitioning from a pure growth narrative to a mature phase of capital allocation, while demand for AI remains robust. Although the dividend yield is low, institutional investors and long-term capital will feel more confident in increasing their positions.

⚠️ SUMMARY OF NVIDIA $NVDA Q1 EARNINGS: 1. While NVDA topped estimates on earnings and sales, the Street was expecting a stronger beat. 2. Q1 Earnings per share of $1.87, above estimates of $1.75. 3. Reported record revenue of $81.6 billion, higher than the consensus estimate of $78.8 billion. 4. Data center revenue of $75.2 billion, surpassing expectations for $73.5 billion. 5. Nvidia sees Q2 revenue of $91 billion, above the forecast of $86.8 billion. 6. The company boosted its share buyback plan by an additional $80 billion and raised its quarterly dividend to 25 cents from 1 cent. • Instant Reaction: Nvidia $NVDA shares are little changed as investors were left wanting more from the chipmaker despite the strong beat-and-raise quarter. $NVDA

This signifies that NVDA is transitioning from a pure growth narrative to a mature phase of capital allocation, while demand for AI remains robust. Although the dividend yield is low, institutional investors and long-term capital will feel more confident in increasing their positions.

NVIDIA ANNOUNCES DIVIDEND INCREASE OF 2,400% FROM $0.01 TO $0.25 WOW 🔥 $NVDA