CNBC's Street Signs @StreetSignsCNBC
Trade. Invest. Analyse. Street Signs on @CNBCi cnbc.com/world/ Joined April 2009-
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An earnings miss from Tesla, but promising more AI advancements and new models, which investors think will be the long-awaited low-cost version. @DivesTech talks about how that could be achieved. @tanvirgill2 @WillKoulouris $TSLA $GM $RIVN $LCID $F
A strong session on Wall St on earnings optimism and a strong 2-yr auction. A big miss for Tesla afterhours but the stock rallies on future products. @WillKoulouris $AAPL $AMZN $GOOGL $NVDA $META $KWEB $V $SPOT $GM $LKQ $TSLA $DXY #UST #Brent
#AI stocks have had an incredible run-up, but Super Micro's $SMCI valuation could be more realistic, says @PatrickMoorhead of @MoorInsStrat. @WillKoulouris
A rebound on Wall St but with the first of the Mag 7 reporting this week and $183B in UST auctions hitting the market, it's anyone's guess what comes next. @WillKoulouris $KWEB $LI $SE $AAPL $GOOGL $MSFT $NVDA $TSLA $VZ $NUE $META $SMCI $F #UST $VIX
#India's @Wipro saw a lift in ADRs despite a U.S. #tech sell-off. CFO Aparna Iyer talks pockets of opportunity, growth pipeline and the #AI potential. @WillKoulouris
The head of one of the biggest #BTC miners, Marathon Digital, talks about the halving and what it means for his industry. @WillKoulouris $MARA @fgthiel #ETH
A sell off in AI and chip stocks, roiling the Nasdaq as investors rotate out of those hot areas. UST yields rise again ahead of $183B in auctions and Friday's PCE data. @WillKoulouris $SOX $NVDA $SMCI $ARM $AMD $AAPL $AMZN $GOOGL $MSFT $TSLA $NFLX $KBE $PARA $META $BA #UST
Wedbush's Michael Pachter says Netflix will see sub growth fall, but agrees with the move to focus on more mature metrics. He's got an outperform on the stock with a $725 PT. @tanvirgill2 @michaelpachter $NFLX $DIS $AMZN $WBD
India kicks off voting on April 19, in the world's largest election process. Here's what's at stake and the issues for the country. @tanvirgill2 #india #election
Many are forecasting #Fed rate cuts this year, but Nicholas Ferres of Vantage Point Asset Management thinks there's still room to hike to 6.5%. @WillKoulouris @tanvirgill2
HSBC is overweight China. Head of Asia Pac equity strategy, Herald Van Der Linke says sectors like property continue to be very weak but there are other prospects. @tanvirgill2 @WillKoulouris #china @HeraldLinde
Robert Schein, Blanke Schein Wealth Mgmt, says Amazon has more upside and he's not worried about any "fallout" from Temu and Shein competition. @WillKoulouris $AMZN @BlankeScheinWM
Robert Schein, Blanke Schein Wealth Mgmt, says inflation typically comes in 2 waves. We're at the end of one and the second could be even bigger. Here's his strategy on how they're playing Treasuries in this light. @tanvirgill2 @WillKoulouris @BlankeScheinWM #UST #Fed #inflation
A mixed Wall Street close as yields rise on Powell comments. MS gains post earnings, but concerns over BofA's numbers. And CTA positioning explained, again. @WillKoulouris $MS $BAC $UBS $MCBC $AAPL $MSFT $SMCI $KWEB $TSLA $UNH $UAL $SEA $LVMUY $ADDYY $VIX #UST #Fed $DXY $JPY
Growth in China activity data for March but not as much as expected. Goldman Sach's Andrew Tilton thinks we could see more policy easing from the PBOC this quarter. @tanvirgill2 @WillKoulouris #China @GoldmanSachs
== BREAKING == China beats expectations for Q1 GDP growth but March activity data comes in below forecasts. @tanvirgill2 @WillKoulouris #China
Another sell off on Wall Street with the S&P sliding below 5,100 as yields spike. And a lot of chatter on CTA trigger levels. @WillKoulouris $DXY $VIX #BRENT $AAPL $AMZN $GOOGL $MSFT $TSLA $KWEB $CRM $DJT $IBIT $GS #UST #BTC
Skylar Capital's Bill Perkins says it's hard to predict how geopolitics plays out in the oil markets, but he's bullish energy on the demand and supply dynamics. @tanvirgill2 @WillKoulouris @bp22 #brent #mideast #wti #israel #iran
David Roche, Independent Strategy believes Israel will make a moderate response to Iran's first direct strike against them. But he also games out what happens in other possible scenarios. @tanvirgill2 @WillKoulouris #mideast #iran #israel @IndStrategy #Brent #Hormuz
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@StreetSignsCNBC @tanvirgill2 @WillKoulouris It's ironic that the West fears China's military might, but not its financial strength. China's ability to save its financial markets should not be questioned. It's not a matter of ability, but willingness. Looks like China is pretty committed to support the stock market.
@StreetSignsCNBC @tanvirgill2 @WillKoulouris At UOBKH we call the collective effort to save the economy and financial markets as the "China (Policy) Put". There is a saying "Don't fight the Fed" or "Never bet against America". I say "Don't underestimate the China Put". Especially its impact on the stock market.
The @EIB is the EU’s financial arm and will be key in the coming years to mobilize large amounts of public and private investment to support Europe’s strategic priorities and policies, such as the green transition & reconstruction of Ukraine. @CNBC @steve_sedgwick @CNBCKaren
To say I am excited for the adventure that awaits would be a severe understatement! 💞 Thanks to the @CNBCi family for such a warm, wonderful baby shower brunch to send us on our way!
All co-hosts should end each show this way. @CNBCJulianna @CNBCJou (Good luck, Julianna!)
Fun penultimate morning before mat leave with a little bit of @SquawkBoxEurope, a little bit of @StreetSignsCNBC 🙃
.@steve_sedgwick welcomes @CNBCJulianna to set in time for the start of European trade, and just before she leaves us for some special extended leave...
Her penultimate show before maternity leave 😭😭😭 @CNBCJulianna ❤️❤️
The face you make when the @CNBCi @StreetSignsCNBC anchor asks you where the market will be in six months. Thanks @WillKoulouris and @teymoornabili for having me back on the show to discuss 🇯🇵 stocks and our investments in Samsung and Hynix (link to video below)
And hopefully they will still have me back on after my answer to that first question! 😅
Always great to talk Chips, #AI, and #Earnings with @WillKoulouris on @StreetSignsCNBC. Last night we covered $NXPI, $INTC, $NVDA, China and more. Having a laugh here while talking whether @nvidia will beat its crazy guide. My belief…Yes!
@StreetSignsCNBC @WillKoulouris @MandyCNBC Thank you @StreetSignsCNBC for having me on. It was a pleasure once again!
As I anticipated, U.S. inflation dropped to 3%/yr. in June. The Fed has imposed a RECKLESS SQUEEZE on the money supply (M2). Since last May, M2 has contracted by 4.0%. As a result, THE INFLATION STORY IS HISTORY. My latest on @StreetSignsCNBC: cnbc.com/2023/07/13/inf…
@StreetSignsCNBC @ericnuttall @convictionhold @sanxsy @PaulGambles2 @tanvirgill2 @WillKoulouris this was fantastic thank you all.
@StreetSignsCNBC @convictionhold @sanxsy @ericnuttall @PaulGambles2 @tanvirgill2 @WillKoulouris Both Eric and Paul were big on Canadian oil. CVE.to and MEG were mentioned. Have a look at Ath.to smaller but has best upside
@StreetSignsCNBC @ericnuttall @sanxsy @tanvirgill2 @WillKoulouris Great to see Eric and Paul together ..good interview
@StreetSignsCNBC @ericnuttall @sanxsy @tanvirgill2 @WillKoulouris Great piece 🖥️🛢️
@StreetSignsCNBC @CNBC @WillKoulouris Pretty much nailed the day mate.