MPC Morning Call 17th September – Stocks drift lower as investors wait for Fed decision
Stocks closed lower after hitting a fresh intraday record overnight as investors looked ahead to a widely expected Federal Reserve rate cut due tomorrow morning.
ASX Alpha : Buy Paladin Energy Limited (PDN)
Our investment thesis is based on a powerful macro catalyst: a structural, multi-year increase in uranium
demand driven by the insatiable power requirements of AI datacenters. Recent US policy shifts, including a
$2.7 billion domestic uranium procurement plan and a pivotal US-UK nuclear pact, are accelerating this trend,
creating a highly favourable outlook for the entire uranium sector.
MPC Morning Call 16th September – Stocks hit fresh records as Uranium, Tesla & Nvidia Rally
Stocks hit fresh record highs overnight, driven by a rally in Tesla and Nvidia ahead of a widely expected Federal Reserve rate-cut later this week. Uranium stocks sky-rocketed to fresh records on US policy announcements.
The US Govt is going Nuclear for AI
In a seismic shift for the energy sector, last night’s announcements from the U.S. Department of Energy (DOE) and international diplomacy have ignited a firestorm of optimism around nuclear power
MPC Morning Call 15th September – Stocks drift lower as investors await this weeks Fed meeting
Stocks slipped Friday, weighed down by rising Treasury yields and fresh data showing consumers continue to worry about the economy.
Weekend Edition EP85: Oracle Earnings Sends AI Hyperscaling Thematic Rocketing
In this episode, Mark and Jonathan discuss the recent fluctuations in the market, focusing on the significant payrolls revision and its implications. They highlight Oracle’s impressive performance and its impact on the market, while also addressing concerns about stagflation and economic indicators.
MPC Morning Call 12th September – Stocks hit fresh records as Inflation numbers give the green light to rate cuts
Inflation numbers in line with expectation last night gives the Fed the green light to cut interest rates next week, pushing stocks to yet another record high
MPC Morning Call 11th September –Oracle drives market higher on rapid expansion of AI Datacentres
Stocks edged out another record close as Oracle led tech stocks higher following strong guidance while an unexpected cooling in wholesale inflation supported ongoing expectations for the Federal Reserve to cut interest rates next week.
MPC Morning Call 10th September –US Jobs revised down 911k, largest drop in history, Oracle rockets on datacentres
A stark range of news for stocks overnight as US jobs numbers were revised down a further 911,000 for the last 12 months, the worst revision in history, while Oracle jumped 27% on outstanding earnings and outlook due to the rapid expansion of Datacentres
Think Gold & Silver’s Run is Over? Not a Chance!
Valuation metrics are flashing RED as seasonal weakness looms
MPC Morning Call 9th September – Chip Stocks higher as investors focus on anything but the economy
Tech stocks jumped to a closing record high Monday powered by chip stocks as investors awaited key inflation data due later this week, in a classic “head in the sand” move after Fridays US employment data
MPC Morning Call 8th September – Rate Cut Party broken up by Recession Fears after Jobs Data
Stocks closed lower Friday after retreating from record high as signs of a cooling labor market triggered recession worries, outweighing bets that the Federal Reserve will likely cut interest rates later this month.