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Google [Alphabet] hit all time highs with new ai Apple deal…
Meta and Google recently entered a six-year cloud computing deal worth over $10 billion, with Meta leveraging Google Cloud's infrastructure for its AI efforts, including its Llama models.
 
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OrangeBowlMagic said:
Think so? Probably a decent idea, might save me a grand over the next year. I gotta do the math. Really only wanted to do this once but u might be right. That check every month is HITTING.
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If you are only saving $1000, then I’d wait. Closing cost alone is $3000 in most cases. One of my loan officers believes we see 5.5 within 6-12 months.

No one can see the future. We simply guess based on the past. If history repeats, we will see a market crash 6-12 months after the Fed pivots. When that happens, rates should be lower. The issue: debt is so high the market for longer term debt is very weak. Even with a equity market correction, we aren’t likely to see the bond market drop.
 
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@SpikeUM - if stagflation happens, does history repeat with higher long term rates and lower short term rates? If so, the 5% mortgage rates could be a dream.
 
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90scane said:
@SpikeUM - if stagflation happens, does history repeat with higher long term rates and lower short term rates? If so, the 5% mortgage rates could be a dream.
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Assuming the Fed targets inflation first, its the other way around, with an inverted yield curve. My best *guess* is that rates come down in the near term, but could dramatically go up after that.
 
$DTREF hit $.20 today. 52 week high

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NVDA today..just a beat won’t send it flying up, but they need to push robotics
 
NVIDIA beat analysts’ expectations for both revenue and EPS (earnings per share):
It initially went down 3% because mkt. expectations were too high, but recovered this morning because of a $60 billion dollar buyback and because of the future of AI. Strong forward guidance and the price target raised to $210…
 
USD Continuing Jobless Claims
1.954M -1.65 1.97M 1.961M
8:30 AM
USD Core Personal Consumption Expenditures (QoQ) (Q2) PREL
2.5% -0.83 2.6% 2.5%
8:30 AM
USD Gross Domestic Product Annualized (Q2) PREL
3.3% 0.46 3.1% 3%
8:30 AM
USD Gross Domestic Product Price Index (Q2) PREL
2% 0.00 2% 2%
8:30 AM
USD Initial Jobless Claims
229K -0.14 230K 234K
8:30 AM
USD Initial Jobless Claims 4-week average
228.5K - - 226.25K
8:30 AM
USD Personal Consumption Expenditures Prices (QoQ) (Q2) PREL
2% -2.04 2.1% 2.1%
Personal consumption down
GDP rebounded up
 
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8:30 AM
USD Core Personal Consumption Expenditures - Price Index (MoM) (Jul)
0.3% 0.00 0.3% 0.3%
8:30 AM
USD Core Personal Consumption Expenditures - Price Index (YoY) (Jul)
2.9% 0.00 2.9% 2.8%
8:30 AM
USD Goods Trade Balance (Jul) PREL
$-103.6B -0.56 $-87.4B $-85.9B
8:30 AM
USD Personal Consumption Expenditures - Price Index (MoM) (Jul)
0.2% 0.00 0.2% 0.3%
8:30 AM
USD Personal Consumption Expenditures - Price Index (YoY) (Jul)
2.6% 0.00 2.6% 2.6%
8:30 AM
USD Personal Income (MoM) (Jul)
0.4% 0.00 0.4% 0.3%
8:30 AM
USD Personal Spending (Jul)
0.5% 0.00 0.5% 0.3%
8:30 AM
USD Wholesale Inventories (Jul) PREL
0.2% 0.00 0.2% 0.1%

PCE unchanged
PCE are changes in prices experienced by consumers
Personal spending up
We are still using pre-tariff inventory…
 
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This week
What to Watch For
  • Thursday, 8:30 am ET:
    • U.S. Productivity (revision): A measure of how efficiently workers are producing goods and services.

    • U.S. Trade Deficit: The difference between a country's imports and exports, reflecting its international trade performance.

      S&P Final U.S. Services PMI: A survey-based indicator of the health of the services sector, with a median forecast of 55.3%.
Thursday, 10:00 am ET:
    • ISM Services: Another key indicator for the services sector, with a median forecast of 50.5%.

    Any number over 50 shows growth
 
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