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گوولسبی از Fed: تورم در بخش خدمات در حال افزایش است؛ بارکین از Fed: گزارش مشاغل «سالم» بود اما شرکتها همچنان اقتصاد کماستخدام و کماستعفا را میبینند؛ موجودی عمدهفروشی ایالات متحده در سپتامبر ۰.۷+ درصد در برابر ۰.۶+ درصد مورد انتظار؛ نظرسنجی اکتبر فدرال رزرو نیویورک نشان میدهد انتظارات تورمی ۱، ۳ و ۵ ساله بدون تغییر مانده است؛ مورگان استنلی میگوید افت سهام هوش مصنوعی را بخرید و هزینهکرد هایپراسکالرها را تا سال ۲۰۲۸ معادل ۳.۴ تریلیون دلار پیشبینی میکند؛ وزارت خزانهداری ایالات متحده اوراق بهادار میفروشد...
Fed's Goolsbee: Starting to see inflation kicking up in services
Fed's Barkin: Jobs report was 'healthy' but firms still see low-hire, low-fire economy
NY Fed October survey shows 1, 3 and 5 year inflation expectations unchanged
Morgan Stanley says buy the AI dip, sees $3.4 trillion in hyperscaler spending through 2028
U.S. Treasury sells $58 billion of 3 year notes at a high yield of 4.627%
Anthropic unveils Fable 5.2 and Mythos 5.2 models ahead of IPO
Risk assets stormed back on Monday on tech dip buying and a drop in oil prices.
The tech market got a lift late Friday on a report that Anthropic is going ahead with its IPO and we got more evidence today as it released a new frontier model and reports say the IPO marketing will start tomorrow. That news helped to overshadown the honeypot story that sent Nvidia shares down more than 8% at the open. That was ultimately pared to 4.4% but it was the rest of the market that shot higher, led by a double-digit jump in AMD shares. Beaten-up AI infrastructure shares and memory names also jumped.
On Iran, positive news was steady, including a late report that a talk between Qatari mediators and Trump was positive. Iran also reportedly agreed to negotiate around nuclear and both sides accepted enrichment to normal civilian-use levels. Oil dropped through the 200-day moving average to the lowest in two months. There have been various cautions and denials, and not much in the way of official confirmation of anything, particularly from the Iran side.
All told, the gains in the S&P 500 were the most since April 8 and in the Nasdaq, the best since July 30. Tomorrow we get the latest US CPI report.
This article was written by Adam Button at investinglive.com.
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