由 jpichiban Wed, 05 Feb 2025 14:23:32 GMT
My top 10 things to watch Wednesday, Feb. 5 1. U.S. companies created 183,000 jobs last month, according to the ADP’s monthly data . That was slightly more than the upwardly revised 176,000 in December and much more than the 150,000 economists were expecting. Will Friday’s government employment report show this kind of strength? 2. Wall Street was looking at a lower open as shares of Alphabet and Advanced Micro Devices sank after their earnings reports. Wednesday morning: bond yields dipped, gold hit a record high, and oil slumped 1%. The Dow , the S & P 500, and the Nasdaq were all higher Tuesday. 3. Alphabet dropped a bombshell that it needs to spend a much higher-than-expected $75 billion for cloud and data center in 2025. Seems like concerns about Chinese startup DeepSeek curtailing AI chip demand are more of a side show. Good news for Club names Nvidia and Broadcom , which makes TPUs for Google. 4. How bad was Google Cloud growth really? Not as bad as the quarter suggests. YouTube was extraordinary. We have repeatedly cut back on our Alphabet position because the company has had the most trouble delivering numbers. Is it a value trap? Alphabet missed the quarter on revenue. The stock dropped 7%. 5. Advanced Micro Devices ‘ transition to next-generation GPUs used for AI seems to signal that the next quarter is not ready yet. So, PC and server share take do not matter. Troubled quarter after an initial positive reaction. AMD shares sank more than 9.5%. 6. Club name Apple is getting the same treatment in China as our own Justice Department, with Chinese regulators considering an investigation into the App Store’s fees and policies, according to Bloomberg . Will President Donald Trump care if it happens? The report came after the U.S. and China imposed tariffs on each other. Apple stock dropped more than 2%. 7. Club name Disney looked good, reporting quarterly beats on revenue and earnings. The streaming business reported another quarter of profitability despite a 1% drop in Disney+ subscribers. Entertainment division was good. Experiences were also good. The stock shed nearly 1.5%. 8. Mattel shares surged 12% after the toy company delivered a strong quarter. It has the power to lift prices on Barbie if necessary. Excellent supply chain. Good cadence of movies. Ultimately, Glendale, Ariz., theme park coming. 9. Chipotle reported a slight earnings-per-share (EPS) beat and a match on revenue in the fourth quarter. “Flat first half,” according to CFO Adam Rymer, due to calendar shift and weather. Waiting for limited-time-only Honey Chicken, set for mid-to-late March. The stock dropped 6%. CEO Scott Boatwright told me on “Mad Money” that he’s worried about Mexico tariffs. 10. Agricultural sciences company FMC ‘s quarter came in much worse than expected, and the stock plunged more than 25%. Terrible forecast, too. Truly disappointing. Stronger reset needed. Too much inventory. Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.Traders work on the floor of the New York Stock Exchange on Feb. 4, 2025.NYSEMy top 10 things to watch Wednesday, Feb. 51. U.S. companies created 183,000 jobs last month, according to the ADP’s monthly data. That was slightly more than the upwa rdly revised 176,000 in December and much more than the 150,000 economists were expecting. Will Friday’s government employment report show this kind of strength?2. Wall Street was looking at a lower open as shares of Alphabet and Advanced Micro Devices sank after their earnings reports. Wednesday morning: bond yields dipped, gold hit a record high, and oil slumped 1%. The Dow, the S&P 500, and the Nasdaq were all higher Tuesday.3. Alphabet dropped a bombshell that it needs to spend a much higher-than-expected $75 billion for cloud and data center in 2025. Seems like concerns about Chinese startup DeepSeek curtailing AI chip demand are more of a side show. Good news for Club names Nvidia and Broadcom, which makes TPUs for Google.
原文链接：https://www.cnbc.com/2025/02/05/jim-cramers-top-10-things-to-watch-in-the-stock-market-wednesday.html