The Buffett's Holdings selection refers to the latest holdings released by Berkshire Hathaway. Warren Buffett's portfolio of holdings is closely watched by many investors and analysts due to its long history of above average market performance under Buffett's leadership. Warren Buffett is known as one of the most successful investors of all time and has built up a reputation for making savvy investment decisions that have earned him and Berkshire Hathaway, a substantial following among investors. When Buffett buys or sells a stock, it can move the market and signal to other investors of value in a particular company or industry.
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The Federal Reserve's most concerning inflation data has been released: basically in line with expectations, and the consensus on interest rate cuts remains unchanged.
Against the background of the core PCE price index slightly higher than expected in the second quarter, the Bureau of Economic Analysis slightly revised its May data.
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Bank of America's strategy director: The dominance of tech giants is just one "bad employment report" away from ending.
① Since its last high on July 10th, the Nasdaq 100 index has fallen by almost 9%. ② Nevertheless, there is still an increase of over 30% compared to the stage low in October last year. ③ Harnett believes that if the US economy shows a slowdown trend, the tech giants in the US stock market will further loosen their grip.
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BlackRock co-founder: If Trump is elected US president, it will pose a risk to US stocks. Fierce local competitors, iPhone's market share in China dropped out of the top five for the first time in four years. Deckers rose more than 12% before the market, Q1 profit and revenue exceeded expectations, and raised its full-year profit forecast.
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Will there be a wave of AI phone upgrades coming soon? U.S. investment banks believe that Apple's Asia vets are expected to drive global iPhone upgrades.
Power raised the target stock price for Apple, and increased its expected iPhone sales for the 2025 fiscal year by about 20 million units.
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The Paris Olympics will open on July 26, and this is the first Olympics to shake off the shadow of the pandemic. The Olympics is not only a sports event, but also brings economic opportunities. Companies can take this opportunity to aggressively promote products to a global audience and attract more customers.
For the first time in history, apple has been squeezed out of the top 5 in the Chinese market, which is all dominated by local brands in Q2 list.
Apple's market share in China has been shrinking, dropping to 14% in the second quarter, compared to 15% and 16% in the first quarter and the same period last year, respectively.
Market big adjustment: how to deal with technology stock sell-off and small-cap rebound?
Don't panic, market breadth is improving and rotation from big tech stocks to small caps and defensive sectors continues.