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YARDENI: DeepSeek “might be bad news for the Mag-7 .. It might not be a happy development for Nvidia .. “.. On the other hand, it might mean that AI systems will be more accessible and cheaper. If so, the best way to play AI might be the S&P 493 companies that will be cutting their costs ..”
— Carl Quintanilla (@carlquintanilla.bsky.social) 2025-01-26T14:55:53.385Z
Value’s best day vs Growth since October 2008 $SPYV $SPYG pic.twitter.com/x4j2sqc96A
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) January 27, 2025
Even with the S&P 500 losing nearly -1.5%, more than 300 of its stocks rose today.
Since the index became a 500-stock index in 1957, this had never happened before.
The only days with more than 250 advancers were:
• April 14, 1999
• April 19, 1999
• April 12, 2000— Jason Goepfert (@jasongoepfert) January 27, 2025
$NVDA – RETAIL INVESTORS BOUGHT RECORD $562.18 MLN NVIDIA STOCK DURING MONDAY’S DEEPSEEK-LED ROUT – VANDA RESEARCH
— *Walter Bloomberg (@DeItaone) January 28, 2025
The ETF S&Preakness started as a one-horse race in 1993.
Today, there are four in the field and the chase for market share is setting up for a photo finish among the top 3.
Source: @MorningstarInc Direct. Data as of Jan. 23, 2025. pic.twitter.com/acpLVQUWRr
— Ben Johnson, CFA (@MstarBenJohnson) January 24, 2025
So far this month, there were just 98 companies where at least one insider purchased the company’s shares, vs. 447 at which at least one insider sold … that buy-sell ratio (0.22) is on track to be the lowest on record (going back to 1988) per Washington Service@business pic.twitter.com/sMx0OVRJ3y
— Kevin Gordon (@KevRGordon) January 24, 2025
A dozen eggs +$4 YoY pic.twitter.com/uHh1dnkevb
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) January 28, 2025
We need to rethink our listing process at @coinbase given there are ~1m tokens a week being created now, and growing. High quality problem to have, but evaluating each one by one is no longer feasible. And regulators need to understand that applying for approval for each one is…
— Brian Armstrong (@brian_armstrong) January 26, 2025
https://twiter.com/intangiblecoins/status/1882093309507850634
NEW: @TuttleCapital just filed for 10 different leveraged crypto asset ETFs. Including a bunch of memecoin products and assets that don’t have ETPs yet. pic.twitter.com/i8X0rSdbK7
— James Seyffart (@JSeyff) January 27, 2025
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