Stocks Boosted by Chip Demand Optimism
View original at nasdaq.comStocks Boosted by Chip Demand Optimism The S&P 500 Index ($SPX) (SPY) on Thursday closed up +0.26%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.60%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.32%…
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2026 capital expenditure forecast increased to $52 billion-$56 billion from $40.9 billion in 2025
80% confidenceThe Fed needs to stay restrictive because he expects inflation pressures to continue through 2026
80% confidenceHas been assured that Iran would stop killing protesters, signaling the US could hold off on a threatened military response
80% confidenceHas no plans to fire Fed Chair Powell despite a Justice Department probe into the central bank's renovation
80% confidenceSees providing power generation equipment for crude production in Venezuela as biggest immediate growth opportunity
80% confidenceS&P earnings growth is expected to climb by +8.4% in Q4
80% confidenceWith inflation pressures still evident, my preferences would be to keep monetary policy modestly restrictive
80% confidenceQ1 sales forecast stronger than expected
80% confidenceBaker Hughes has the largest installed base of rotating and artificial lift equipment in Venezuela
80% confidenceExcluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%
80% confidence
Data points we hold from this source
| Morgan Stanley & Co. LLC · ficc trading revenue | 3.67 billion_USD |
| Taiwan Semiconductor Manufacturing Company · capital expenditure | 52-56 billion_USD |