Anleihen News zur ASML Aktie

 

Crude Crashes, Tech Tumbles; But Bonds, Bullion, & Bitcoin Bid Quite a day... Headlines on Israel reportedly agreeing not to blow up energy facilities wiped a chunk of geopolitical risk premium off crude; the Empire Fed manufacturing survey crashed from multi-year highs, crushing the 'no landing' narrative; ASML's dismal earnings and outlook wrecked the AI "insane demand" narrative; and LVMH poured cold water on the 'consumer is strong' narrative. The result of all that was bonds bid (yields lower), oil dumped, bitcoin & gold jumped along with the dollar, and growth stocks puked as value spiked. ASML puked 17%, erasing all of 2024's gains... ...and that hit big-tech, smashing Mag7 stocks lower, erasing all of yesterday's gains... Source: Bloomberg ...which snapped Nasdaq lower, weighed down the S&P, while Small Caps soared. The Dow was pummeled by UNH's big drop (-300 Dow points) and selling pressure weighed on everything by the close, erasing most of the Russell 2000's gains on the d...

Nasdaq Pukes To Worst Day In 19 Months, Bonds & Black Gold Bid So much for the "broadening out of the rally" bullshit! Semis were slammed - their biggest drop since the COVID lockdowns - as the market had trouble with weaker than expected 3Q guidance from European semi bellwether, ASML (and headline chatter of further crackdowns on chip exports to China) Source: Bloomberg The Nasdaq damn broke today as it suffered its biggest single-day drop since Dec 2022... Source: Bloomberg Small Caps actually had a down day today (though outperformed Nasdaq) as The Dow hit a new record high... The last five days have seen Small Caps (Russell 2000) outperform Large Caps (Russell 1000) by the largest amount in history (going back to 1979)... Source: Bloomberg The Magnificent 7 stocks have lost a staggering $1.1 Trillion in market cap in the last five days... Source: Bloomberg But that's still a drop in ocean in context of how far they have come... Source: Bloomberg Under the hood, Goldman's trading desk no...