Page 15 - Nalyst Note News Today

"The reality is that China needs the US more than the other way around," Carson Group's Sonu Varghese said.

"Our analysis suggests there is a greater than 80% [chance] equities rally post-Friday," Fundstrat's Tom Lee said.

"The growing probability of a US reacceleration, coupled with continuing disinflationary trends, suggests the equity bull run will probably continue."

"The estimated AI-driven earnings boost is likely to occur over the next few years, but should be reflected in stock valuations sooner," Goldman said.

Monopoly Go has topped Apple's App Store for the top grossing game, and search interest has surged following its release.

"Our backend Asia checks show Nvidia backend can support up to $15 billion in H100/A100 revenue in Q3 and more in Q4," Barclays said.

"Bond investors typically sniff out hard economic times for companies well ahead of other investors. And right now, they don't see any signs of that."

"The short-term economic boost from Taylor Swift's 'Eras Tour' is ending as it moves overseas," Raymond James said about worrying economic signs.

"Real wage growth is positive again for the first time in two years. Discretionary has historically been the biggest beneficiary of real wage growth."

"When [Fed] reserves have been declining by more than $38 billion over the past four weeks, stocks have struggled," Ned Davis Research said.