Off-Topic Stock Market & Crypto Discussion

PPI = commodity inflation. PPI measures the average changes in prices in primary markets of the US by producers of commodities in all states of processing.
USD Continuing Jobless Claims 1,953K 1,960K 1,968K
08:30 USD Core PPI (MoM) (Jul) 0.9% 0.2% 0.0%
08:30 USD Core PPI (YoY) (Jul) 3.7% 2.9% 2.6%
08:30 USD Initial Jobless Claims 224K 225K 227K
08:30 USD Jobless Claims 4-Week Avg. 221.75K 221.00K
08:30 USD PPI (MoM) (Jul) 0.9% 0.2% 0.0%
08:30 USD PPI (YoY) (Jul) 3.3% 2.5% 2.4%
08:30 USD PPI ex. Food/Energy/Transport (MoM) (Jul) 0.6% 0.0%
08:30 USD PPI ex. Food/Energy/Transport (YoY) (Jul) 2.8% 2.5%

PPI up big
Core PPI up big
Ex food and energy MoM up
ex food and energy YoY up
Very inflationary numbers that producers are paying out of the factory.
 
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Amat down on bad guidance. 11%. Good buying opportunity. Bonus divy. Great company. Seems like a safe range between $160-170.
 
$PANW with the pop with earnings.

 
This week:
Big earnings reports are still coming in this week, especially today and tomorrow, August 19th and 20th. Today's announcements include notable reports from
Medtronic (MDT) and Home Depot (HD).
Other significant reports this week include:
  • Palo Alto Networks (PANW): Announced earnings yesterday, Monday, August 18th.
  • TJX Companies (TJX): Reporting on Wednesday, August 20th.
  • Lowe's Companies (LOW): Also reporting on Wednesday, August 20th.
  • Analog Devices (ADI): Also reporting on Wednesday, August 20th.
  • Walmart (WMT): Reporting on Thursday, August 21st.
  • Workday (WDAY): Reporting on Thursday, August 21st.
  • Intuit (INTU): Reporting on Thursday, August 21st.
  • Alibaba (BABA): Expected to report on Thursday, August 21st.
 
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Walmart (WMT) stock fell more than 4% early Thursday after the company reported second quarter earnings shy of expectations while US sales growth topped forecasts. The big box retailer's low-price strategy drew consumers as tariff-related uncertainty pushed them to more carefully scrutinize their household budgets.

jobless claims rise
 
8:30 AM
USD Continuing Jobless Claims
1.972M 1.74 1.96M 1.942M
8:30 AM
USD Initial Jobless Claims
235K 1.56 225K 224K
8:30 AM
USD Initial Jobless Claims 4-week average
226.25K - - 221.75K
8:30 AM
USD Philadelphia Fed Manufacturing Survey (Aug)
-0.3 -0.48 7 15.9
9:45 AM
USD S&P Global Composite PMI (Aug) PREL
55.4 - - 55.1
9:45 AM
USD S&P Global Manufacturing PMI (Aug) PREL
53.3 2.19 49.5 49.8
9:45 AM
USD S&P Global Services PMI (Aug) PREL
55.4 1.36 54.2 55.7

Jobless claims up
Manufacturing PMI up
Services PMI up
 
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They're going to post yuge US delivery #s for this quarter. Picked up a Model Y earlier this week and place was packed. Think it gonna keep rallying. Could be nice pop and fade next earnings, as I don't see how they can really offer guidance with vehicle credit expiration
I’d get excited if they release the 2 with a new battery type at $20-30k no credit needed
 
My 2 little guys that I really like are BYON as many of you know already (ticker changes to $bbby on the 29th)and $DTREF (my little engine that could).

DTREF is meeting with the some important people on Monday,

1755925240249.png
 


This Week’s Calendar​

Monday, Aug. 25


  • New home sales (July)1
  • Key Earnings: PDD Holdings (PDD)2

Tuesday, Aug. 26


  • Consumer confidence (August)3
  • Federal Reserve Officials Speaking: Richmond Fed President Tom Barkin4
  • More Data to Watch: Durable-goods orders (July), S&P Case-Shiller home price index (June)15
  • Key Earnings: Bank of Montreal (BMO), Bank of Nova Scotia (BNS), MongoDB (MDB), Okta (OKTA)6789

Wednesday, Aug. 27


  • Federal Reserve Officials Speaking: Richmond Fed President Tom Barkin10
  • Key Earnings: Nvidia, Royal Bank of Canada (RY), CrowdStrike, Snowflake, Veeva Systems (VEEV), Agilent Technologies (A), HP (HPQ)11121314151617

Thursday, Aug. 28


  • Gross domestic product - first revisions (Q2)18
  • More Data to Watch: Initial jobless claims (Week ending Aug. 23), Pending home sales (July)1920
  • Key Earnings: Toronto Dominion Bank (TD), Dell Technologies (DELL), Canadian Imperial Bank of Commerce (CM), Marvell Technology, Autodesk, Li Auto (LI), Affirm Holdings (AFRM), Dollar General (DG)2122232425262728

Friday, Aug. 29


  • Personal Consumption Expenditures (PCE) (July)29
  • More Data to Watch: Consumer sentiment - final (August), U.S. trade balance (July), retail inventories (July), wholesale inventories (July)301
 
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