Tesla's unexpected surge! Trump puts are also being pushed down by sell-offs! Reasons for today's...

■ ■ ■_Active selling on rebound, stock prices maintain despite loss of gains_■ ■ ■ ・Stock futures soar after "No intention to dismiss Chairman Powe" ・Buying spree → "Complete trade agreement will take 2-3 years" → Upside cut ・Stock prices soar despite Boeing and Tesla's poor management ・10/11 sector rise, tech discretionary strong, necessities weak ・10-year bond 4.39% (+0.02), 2-year bond 3.87 (+0.08) ■Economic indicators ・Atlanta Fed survey: 1-year inflation 2.8% (2.5) Business inflation expectations for year ahead rise to 2.8% in April: Atlanta Fed ・New homes built in March: 724,000 vs 68.4 (67.4) Significant growth before tariffs New home sales climb far more than expected in March ・April SPG US Composite PMI: 51.2 (53.5) U.S. PMI Composite drifts down to 16-month low as services slump ■Financial results Stock Financial results EPS Growth % Stock price % Memo Guidance ISRG ◯ 1.81 19 2 Number of installations exceeds 10,000, 25-year surgeries expected to increase 15% to 17% SAP - 1.44 12 7 Software 10% down Cloud 31% up Guidance maintained ◯ VRT ◯ 0.64 24 10 Orders +13% CF 2.5x Strong demand continues Raise ■Individual stock news ・TSLA: Financial results error, guidance retracted, low-cost version released in 1H +8% ・INTC: Staff reduction of over 20%, reports of new CEO reorganization +6% ・Related stocks soar as BTC exceeds 94,000 HOOD +12% ・ENPH: Financial results error despite 35% increase in sales -15% OTIS: Financial statement error, orders down 1%, decline in China and EMEA ■Feature We report on the US stock market from Tuesday to Saturday at 5:15am winter time and 4:30am summer time (30 minutes before the US market closes) (every day the US market is open). We summarize the events of the day in about 30 minutes. ■ Program ・This morning's US market headlines 　Explains the latest economic situation and key figures' comments on the spot ・Market overview 　Explains indexes, exchange rates, interest rates, crude oil, and futures ・Introduces the latest market news and the latest commentary by experts 　Explains the essence of expert columns predicting the future of the market ・Explains individual stock prices 　Explains the US stocks that were in the news that day while checking the charts ・Comments from viewers, etc. #USStocks #MarketNews --------------------------------------------------------------------------------------------- ■Related Videos --------------------------------------------------------------------------------------------- ■Channel Information --------------------------------------------------------------------------------------------- The main channel (here) broadcasts live coverage of the US stock market every Tuesday to Saturday. From 4:30 in summer to 5:15 in winter / @invest_and_living Membership videos cost about the price of a cup of coffee every month, and provide useful macroeconomic analysis of the movements of individual J-REITs, the latest real estate market conditions, and the future of US stocks. • Members-only videos ■MATERIALS --------------------------------------------------------------------------------------------- BGM - MusMus, Wargaming.net ■Caution --------------------------------------------------------------------------------------------- This content does not constitute investment advice, recommendations, or solicitations to trade financial instruments. This content is intended for general informational purposes and does not take into account the needs, investment objectives, and specific financial situation of individual viewers. Viewers are advised to consult with a professional financial advisor and obtain investment advice to determine whether investing in a particular investment product is appropriate for them. All investment products involve risk. The performance and data of investment products are past performance and are not indicative of future results, but are not a guarantee or promise. The value of investment products and the income from them may rise or fall, and you may lose some or all of your investment. Investment diversification does not guarantee profits or hedging against losses. ■Summary ---------------------------------------------------------------------------------------------

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