JC888

    • JC888JC888
      ·09-05 15:04
      On Fri, 04 Sep 2026 a hotter-than-expected August employment report, increased market anxiety & boosted expectations that US Fed might lift short-term interest rates at its upcoming meeting. Yield Movements: 10-Year Yield: Climbed by about 2 basis points to end the session at 4.78% – 4.79%. 20-Year Yield: Remained relatively steady/flat, holding close to 5.24%. 30-Year Yield: Edged up slightly by roughly 1 basis point to close around 5.25%, hovering near multi-decade highs driven by broader concerns over long-term inflation & expanding US public debt. What will it be come Monday?

      Surge US Bond Yields Crushing Tech Stocks ?

      @JC888
      Interest rates on government bonds are rising again, making borrowings more expensive for consumers and businesses. It also heightens concerns about whether governments are issuing more debt than financial markets can handle? Rising bond yields are one of the few forces in the world strong enough to get politicians to snap to attention. They can also have a big impact on US citizens’ personal finances and on the broader US economy. The bond market can dictate (a) how much ordinary people have to pay on their mortgages and car loans, as well as (b) how much consumers earn from their savings accounts and 401(k) plans (that is equivalent to Singapore's CPF Investment Scheme (CPFIS). Gradual bubble up of Treasury yields. With fig
      Surge US Bond Yields Crushing Tech Stocks ?
      52Comment
      Report
    • JC888JC888
      ·09-05 11:23
      Dell ended the first week of September trading higher. It rose by +1.50%  capping the week at $524.14. Will it be the same next given, given Trump’s latest tariffs tantrum...

      DELL, the next Magnificent 7 ? Really ?

      @JC888
      For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu
      DELL, the next Magnificent 7 ? Really ?
      40Comment
      Report
    • JC888JC888
      ·09-05 11:19
      Replying to @CHINNY168:Hi, tks for reading my post and helping to Repost so more people will get to read about it. Thanks//@CHINNY168:Great article, would you like to share it?

      Red Flags on US Market & Reports ?

      @JC888
      For week ending Fri, 21 Aug 2026, US stock market rally bent but didn't break - a disaster week, if I could say so. All the key indexes fell below their 21-day moving averages on Thu, 20 Aug 2026 with the Nasdaq also closing below its 04 Aug 2026’s follow-through day low — a highly bearish signal that the market rally will ultimately fail. The indexes rose modestly on Friday, with all except Nasdaq regaining their 21-day lines. For the week: (see above) DJIA : -0.75% (-386.10 to 53,277.01). The Dow is posting back-to-back weekly losses. S&P 500 : -1.49% (-116.31 to 7,674.37). Nasdaq : -2.26% (-604.20 to 26,180.46). In the wake of the latest market drawdown, Verdence Capital Advisors, founder & CEO, Leo Kelly thinks US equities could see even more losses, a slide toward correction t
      Red Flags on US Market & Reports ?
      31Comment
      Report
    • JC888JC888
      ·09-04 22:16
      Replying to @1PC:Hi, tks for reading my post and your unwavering support as always. Thank you for helping to Repost so more people will get to read about it. Thanks//@1PC:Nice Sharing 😁 @Barcode @DiAngel @Aqa @Shyon @koolgal @Shernice軒嬣 2000

      DELL, the next Magnificent 7 ? Really ?

      @JC888
      For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu
      DELL, the next Magnificent 7 ? Really ?
      6Comment
      Report
    • JC888JC888
      ·09-04 22:16
      Half an hour into Friday's trading, DELL is actually up by +1.30%. Looks like it's a good weekend trading afterall....

      DELL, the next Magnificent 7 ? Really ?

      @JC888
      For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu
      DELL, the next Magnificent 7 ? Really ?
      11Comment
      Report
    • JC888JC888
      ·09-04 21:04
      With US jobs (Non Farm payroll) report coming in stronger than forecasts, the probability of Fed raising interest rate in the coming September 2026 FOMC meeting - just got firmer. With that DELL's opening price just turned red when it was green earlier in the day.  Hmmm... will all ends well by end of Friday trading ?

      DELL, the next Magnificent 7 ? Really ?

      @JC888
      For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu
      DELL, the next Magnificent 7 ? Really ?
      42Comment
      Report
    • JC888JC888
      ·09-04 20:59
      With US Non Farm Payroll (Jobs) report coming in stronger than expected, the probability of US Federal Reserves cutting or holding interest rate status quo - just diminished, paving the way for a 0.25% interest hike, as FOMC convenes on Sep 15-16.

      Weak economy, US Market at risk but Oil ?

      @JC888
      For the week ending 28 Aug 2026, US 3 major composite indexes closed moderately higher despite a late-week selloff. (see below) 3 Composite Indexes performances: DJIA : Ticked up +0.56% (+298.04 to 53,559.99). S&P 500: Advanced +0.63% (+48.38 to 7,711.76). Nasdaq: Led the weekly gains, rising +1.29% (+337.10 to 26,402.42). Trading volume. Trading volume during the week remained relatively muted, continuing a late-summer trend. On the heavier-volume days like Thursday & Friday, roughly 14.9 billion shares changed hands across US exchanges. This volume marked a slight contraction or stayed flat compared to the previous week's average, well below Wall Street's 20-session trading volume average of 16.3 - 16.6 billion shares. Catalysts for the week. The week was driven by a tug-of-war b
      Weak economy, US Market at risk but Oil ?
      39Comment
      Report
    • JC888JC888
      ·09-04 20:53
      On Fri, 04 Sep 2026 - US non farm payroll rose by 162K jobs surpassing Wall St estimates. Historically, a stronger-than-expected US jobs report typically causes 10-year, 20-year, and 30-year Treasury yields to rise.  Robust labour data signals economic resilience and higher inflation risks, prompting investors to price out Fed interest rate cuts or price in potential rate hikes, leading to a sell-off in government bonds that pushes yields upward.

      Surge US Bond Yields Crushing Tech Stocks ?

      @JC888
      Interest rates on government bonds are rising again, making borrowings more expensive for consumers and businesses. It also heightens concerns about whether governments are issuing more debt than financial markets can handle? Rising bond yields are one of the few forces in the world strong enough to get politicians to snap to attention. They can also have a big impact on US citizens’ personal finances and on the broader US economy. The bond market can dictate (a) how much ordinary people have to pay on their mortgages and car loans, as well as (b) how much consumers earn from their savings accounts and 401(k) plans (that is equivalent to Singapore's CPF Investment Scheme (CPFIS). Gradual bubble up of Treasury yields. With fig
      Surge US Bond Yields Crushing Tech Stocks ?
      57Comment
      Report
    • JC888JC888
      ·09-04 19:37
      Replying to @nimbly:Hi, thank you for reading my post and sharing your views. Indeed, it is a tad earlier for the association.  Nonetheless, from the look of its past quarterly earnings, it is a "good" investment option.   So is HPE that is more 'affordable' and has dividend to sweeten the investment. Agree ?//@nimbly:Calling Dell the next Magnificent 7 still feels early — AI server demand is real, but are the margins and R&D intensity really in that league

      DELL, the next Magnificent 7 ? Really ?

      @JC888
      For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu
      DELL, the next Magnificent 7 ? Really ?
      13Comment
      Report
    • JC888JC888
      ·09-04 19:34
      In contrast to Dell that is slated to open higher on Friday, HPE is poised to open lower in 2 hours' time.  HPE (for now) will open -0.16% lower at $54.35 per share. (see attached) Same 2 stocks under Nasdaq index, however DELL is expected to open higher than Thursday and HPE lower.

      DELL, the next Magnificent 7 ? Really ?

      @JC888
      For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu
      DELL, the next Magnificent 7 ? Really ?
      80Comment
      Report
     
     
     
     

    Most Discussed