Anleihen News zur MICRON Aktie

 

Bonds, Bullion, Bitcoin, & Big-Tech (Ex-NVDA) Bid Despite Macro Meltdown Macro was ugly - really ugly - today: Personal Consumption ugly (Q1 downgraded on 3rd look), continuing jobless claims ugly (highest since Nov 2021), core capital goods new orders and shipments ugly (not a great signals for Q2 GDP), pending home sales ugly (puke to record lows SAAR), and finally, Kansas City Fed manufacturing ugly (21st month in a row without expansion)... This smashed the US Macro Surprise Index to its weakest since January 2016 (and we have May's PCE tomorrow)... Source: Bloomberg Micro was not pretty: Micron spooked the AI trade (NVDA lower too)... ...Consumer weakness exhibited by Walgreens (lowest since 1997) ...and Levi Strauss (biggest daily drop ever)... But Small Caps outperformed strongly on the day, as Nasdaq managed small gains and The Dow and S&P lagged, all just holding green into the close... Once again the range in the S&P 500 was very low and realized vol over the last 10 days has droppe...

Yen-sanity Blows As Jensenity Slows: Bonds & Bullion Dumped As Big-Tech (Ex-NVDA) Jumps Today's market was brought you by the number 160 (yen per dollar) and the letters 'A' and 'I' as Japan's Kanda spoiled the party in the FX markets and NVDA's Huang failed to spark a panic back into AI stocks during today's shareholder meeting. USDJPY broke above 160 for the first time since 1986 as Japan's currency chief failed to ignite enough fear with his comments about intervention... Source: Bloomberg NVDA failed to follow-through on yesterday's big rebound even as CEO Jensen Huang delivered a rousing vision of the future for the use of his company's products... Source: Bloomberg Well, everything went fucking vertical in the last few seconds of the day smashing NVDA into the green... ...and then Micron earnings hit after hours and NVDA tanked back into the red... AI companies overall faded today, giving back much of yesterday's gains (but the selloff was more broad-based today)... Source: B...