walk investors through the final trading hour of Thursday, June 20. They cover the top trending stocks and market movements ahead of the closing bell.We are giving you the ultimate investing playbook to help tune out the noise and make the right moves for your money.Get you up to speed one hour before the closing bell rings on Wall Street.We track 37 central banks, 20 of them are already cutting rates.Probably at some point this year, we're 90 days away from the September fed meeting.
What's also interesting today, um, is what we're seeing in some of the large cap tech stocks which earlier had been climbing.In fact, seeing some selling elsewhere in chips Broadcom, for example, also pulling back after we had been seeing a gain recently um in some of those large cap tech stocks.Today, we've got energy is the big winner along with oil prices, climbing utilities also doing pretty well.It's gonna be a big one so there could be some volatility going into that.
And then of course, renters on the course side, look, it's the reality that there's a certain cohort of large companies that have net cash balance sheets. So, you know, talk us through sort of the implications of what you're saying, Julie, it's great to be with you as well and you, you make a really astute point which is, you know, mathematically if the top income uh cohorts account for the majority and the lion share of spending if that second track starts to degrade or slow down, can that actually move the overall averages?So Morgan Stanley, from a firm perspective is still in the soft landing camp,...
Um You essentially don't want to fight uh some of the earnings power, some of the momentum in these areas. So I'll answer the second part first, which is, you know, we had thought the path of, uh, disinflation would be lumpy in the first half of this year.Uh It had some issues that uh certainly we thought were more one off and look as per the last two months of data.And so we do think the path of resuming uh disinflation uh is getting there and look importantly, as you know, the Fed has explicitly said we're not going to wait to kind of stick the 2% landing exactly before we start cutting.
Recently reported said, hey, revenue from its A I servers growing strongly super micro as we talked about this week, uh recently announcing plans to expand facilities to, to bolster uh it's A I business, everybody isn't on the party today.
So we expect this to accelerate that adoption and we hope over the next 2 to 3 quarters, we start seeing the benefit of this.We've seen plenty of that on the consumer and content side specifically with accuracy.Well, actually, I at the beginning of my keynote, I talked about the key ethical principles, we need to guide ourselves and be the steward of those that are simply as human focused safety, security, which means I plan security and, and others.
As you know, as we transition the road map from uh the current generation, which is the H 100 to Grace Hope and eventually Black Blackwell, Ruben and Beta Blackwell would require 100% directly to cool. Basically, we work with the regulator in the UK and basically we work with them to file our approval for the transaction standard process in the UK.
So think about it, we're going to have a business that's $11 billion which will represent 35% of the company's revenue and more than 55% of the company's profit. You recently had the news that Fisker had filed for bankruptcy and Nicola has said in the past that there was doubt about its ability to consider to continue being in business.Our goal to help cut through that noise to navigate the best moves for your portfolio.
And then the last dynamic is five years ago, most start ups really wanted when they started to build their companies, they wanted to build on Amazon. But we're still really in early days, the impact of some of these businesses in terms of efficiency is absolutely massive. So we always like to point out potential risks when we're talking about one of these goodbye, goodbye cases.
So I think you'll see open A and Microsoft start to compete more and more which will challenge that pretty key relationship.I think that risk is mitigated by the fact that there's so many model families, so many different kinds of A I that Facebook and others are creating that Microsoft should be able to differ certify, but this is an important risk for sure.All right, let's get to the stock that you're avoiding right now.
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