Category: stocks
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U.S. Awards Intel $3 Billion for Military Supply Program
The Biden administration announced on Monday that it would award Intel up to $3 billion to expand the company’s manufacturing of advanced semiconductors for the U.S. military. The program, called Secure Enclave, aims to create a trusted source of computer chips for the U.S. government. It will be funded out of a pool of money…
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How to react to FOMC and fed rates?
Just a newbie here, a lot of talk about fomc and fed rates because they have such a large effect on the market, do you guys trade at this time? And if not what do you do to prepare for the volatility? I am more interested in finding out if you look for opportunities to…
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What is the long term prospects for electricity infrastructure companies?
As cloud and data centers become more power hungry a greater availability and output of electricity will be required. For companies who are in this segment, there has been tremendous pps growth in the last 5 years. But how long can this growth continue? I also see there is interest in nuclear energy companies. Not…
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What does “bond market indicates that monetary policy is behind the curve” really mean and how does it affects the stocks?
All, Trying to learn more about dependency of stocks in bond market. I read an article today that said the above. https://markets.businessinsider.com/news/stocks/best-case-scenario-stock-market-outlook-fed-rate-cut-ms-2024-9 What exactly is the bond pricing indicating and how is it understood? All I understand so far is that GDP growth isn't too bad and the 10Y-2Y yield curve uninverted recently indicating that…
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How would you value Coinbase?
For starters, I think the difference in price and value with Coinbase stock is huge. I keep seeing it mentioned as 'cheap' because of the 30x P/E ratio. But that is way off. Here are a few key metrics showing conflicting signals: The stock is trading at a $40b market cap with ~$3b in annual…
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Canada’s inflation cools to 2% in Aug, reaches central bank’s target
Referencing to Canada's case, inflation target has been reached with only 75bps interest rate cuts … What action will be taken by Fed in September? 25bps or 50bps? Furthermore, is it realistic to continue pricing in 100bps to 125bps interest rate cuts until end of 2024? Canada's inflation cools to 2% in Aug, reaches…
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Microsoft announces $60 billion stock buyback and 10% dividend increase
The share repurchase agreement, which has no expiration date, replaces a $60 billion buyback program announced in 2021. Microsoft Corp. unveiled a new $60 billion stock-buyback program, matching its largest-ever repurchase authorization, and raised its quarterly dividend 10%, The software company said shareholders as of Nov. 21 will receive a quarterly dividend of 83 cents…
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NASA Awards LUNR Near Space Network Contract – Potential Value of $4.82 Billion
“Intuitive Machines (Nasdaq: LUNR) has been awarded a Near Space Network (NSN) contract by NASA for communication and navigation services in the near space region. The contract, valued at up to $4.82 billion, is a Firm-Fixed-Price, Multiple Award, Indefinite-Delivery/Indefinite-Quantity (IDIQ) Task Order Contract with a base period of five years and an additional five-year option.…
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BlackRock and Microsoft plan $30bn fund to invest in AI infrastructure
https://www.ft.com/content/4441114b-a105-439c-949b-1e7f81517deb BlackRock is preparing to launch a more than $30bn artificial intelligence investment fund with technology giant Microsoft to build data centres and energy projects to meet growing demands stemming from AI. The financial partnership, which BlackRock is launching with its new infrastructure investment unit, Global Infrastructure Partners, would be one of the biggest investment…
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r/Stocks Daily Discussion & Technicals Tuesday – Sep 17, 2024
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including news: Finviz for charts, fundamentals, and aggregated news on individual stocks Bloomberg market news StreetInsider…