$Twilio(TWLO)$ shares rose in response to the release of Q4 2024 results after the 23rd after-hours and a positive outlook on Thursday.Shares of the provider, which specializes in customer engagement and cloud communications, rose sharply, up 10%, in early after-hours trading.The company announcedQ4 revenues up 11% year-over-yearGAAP operating profit was positive and well above the upper end of the range of its initial guidance provided in Q3;FY2024 free cash flow within the range initially provided.Looking forward to 2025, Twilio expects year-over-year revenue growth of 7% - 8%, with free cash flow expected to be in the range of $825 million to $850 million, and adjusted operating income to remain at similar levels.Previously, the company planned

Big-Tech’s PerformanceTrump's inauguration this week captured the world's attention and entered the 2.0 era, with a considerable number of policy announcements made as soon as he took office, but so far there has been no major surprises in relation to his previous announcements, and the market has come to expect them.In addition to the obvious changes to sectors such as immigration, energy, and digital currencies, there was also a call for the Federal Reserve to "lower interest rates" (although this is unlikely to be successful, as the Fed is an independent private institution).But the point is, through the president's influence shouting, will be a certain degree of distortion of the market on the current expectations of rate cuts, and even some members of the Federal Reserve will also hav

SummaryTwo important "beat" factors behind $Netflix(NFLX)$ earnings beatBigger-than-expected subscriber numbers.Nifty, which last announced this figure, fully surprised investors by exceeding expectations by 107%, which is equivalent to a doubling of the market consensus underestimation, with the greatest degree of underestimation in North America and Latin America.There may also be Q3 results after the announcement to be in North America and Latin America to increase the factor.In addition, the market underestimated the global popularity of The Squid Game 2, a commercialized series that "makes money" and is not necessarily an award-winning show, despite the fact that the show is not yet finished and has been conservatively criticized and not high

U.S. bonds rallied at the limit last week, but are still at relatively high levels in anticipation of Trump's inauguration. $US10Y(US10Y.BOND)$ yield fell back after hitting 4.8%.The current position may be a better opportunity for right side investors to enter the market.Term premium is the main force behind the current round of U.S. bond upward movementBefore the September rate cut, the 10-year Treasury rate was at its lowest at 3.62%.Since then, the 10-year bond rate has risen all the way to a high of 4.8% on January 14th.That's a total increase of 118 basis points (bps).During this period, the 3-month Treasury rate fell about 55 basis points because the Fed cut rates.During the same time period, the term premium between the 10-year and t

As we've said before in our December CPI outlook:Stocks could move sideways or slightly higher if CPI shows good or neutral conditions.Core CPI growth between 0.17% and 0.23% YoY could push the $.SPX(.SPX)$ index up 0.3% to 1%; if the YoY increase is less than 0.1%, $.SPX(.SPX)$ could jump 1.8% to 2.5%.Let's analyze in detailFrom the CPI composition and weights: the U.S. CPI is a basket of goods and services price level, based on the cost of living of urban consumers to determine the weight.Commodities are weighted at 35.17% and services at 64.83%.In terms of breakdown, food accounted for 13.48%, energy accounted for 6.44%, excluding energy and food is the core CPI, housing has the highest weight of 36.71

Big-Tech’s PerformanceU.S. stocks were closed this Thursday, and it was an unplanned one at that, so the trading day was a little shorter, and even somewhat impacted the pricing of important options.The most important macro data is the December nonfarm payrolls released on Friday, which may have more impact than the FOMC meeting that follows as the Fed is much more concerned about the job market than inflation.However, the current market consensus is that the probability of a rate cut this month is essentially zero.As a result the dollar is very strong and the US bond curve continues to STEEPEN.Valuations of US stocks are also currently at historically high levels, and increased market uncertainty in 2025 is bound to bring greater volatility. trump's policies could be a significant source

U.S. President Joe Biden is also like before leaving office to make some things, his administration plans to leave office a few days before $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$ $Intel(INTC)$ and other companies of AI chip exportsImplement a new round of restrictions, including China, Russia and other targets.The U.S. wants to curb the sale of artificial intelligence chips for data centers at the national and corporate levels, people familiar with the matter said, with the aim of focusing AI development in so-called "friendly countries" and aligning global companies with U.S. standards.The rules, w

The $1.89% drop in the $.IXIC(.IXIC)$ on January 7, 2025, is not dramatic in terms of decline alone, but it was the largest "volume selloff" in history and did not have earnings events such as $Apple(AAPL)$ $NVIDIA(NVDA)$ More than the "Silicon Valley Bank" crisis .More than the Covid-19 outbreakMore than the 2016 index meltdown periodMore than anyday of 2008 financial crisis ......After all, quantitatively led market, turnover has long been than in previous years to enhance a number of classes, at the same time the index in the history of new highs, leading the market capitalization to reach new highs, the market trading is already active.But the question is, w

Curbside News, $Alphabet(GOOG)$ CEO Sundar Pichai is facing investor pressure to possibly resign again and again! $Alphabet(GOOGL)$ INVESTOR PRESSURE: According to rumors circulating online, large investment institutions (such as State Street, Vanguard, or TRP) are dissatisfied with Pichai's performance and want to pressure Google's board of directors to force Splinter's resignation in 2025 due to a series of failed projects and a lack of vision, and the last three earnings meetings have gone against him.REASONGoogle's poor performance in the AI competitionInitial loss: Google, as a strong player in the AI field, performed poorly in the face of OpenAI's attack, its AI was questioned as a pie in the sky,

The global economic landscape in 2025 is complex and fluid, with the dynamics of the U.S. market of particular interest.With Donald Trump re-elected as president, his policies will have a profound impact on the economy.This article examines the key trends, policy implications, and market expectations for the U.S. economy in 2025.Key VariablesTrump's policies are pivotal.The order and intensity of his policies after his inauguration will shape market expectations and become an important weathervane for the direction of assets.The AI industry continues to be a major investment theme.Developments in the tech sector are expected to be a new engine to pull the overall economy.Exchange rate intervention has far-reaching implications.The exchange rate policies of both the U.S. and China will have

At CES 2025, $NVIDIA(NVDA)$ is expected to make significant announcements and showcase its advancements in various technologies.Here are the key highlights to anticipate:Keynote Presentation: Nvidia's CEO Jensen Huang will deliver the keynote address on January 6 at 6:30 PM PT. This presentation is anticipated to be a major highlight of the event, where Huang will likely discuss Nvidia's vision and future innovations, particularly in AI and roboticsGeForce RTX 5000 Series: A major focus will be the unveiling of the much-anticipated GeForce RTX 5000 series graphics cards. Speculation suggests that these new GPUs will feature substantial performance enhancements over their predecessors, including improvements in CUDA cores and memory capacity. The R