|
Feb 18
|
|
$49662
$49662
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - DOW
RSPM: Materials Dashboard For February
|
|
Feb 14
|
|
$49500
$49662
+0.3%
|
SHORT
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Finnhub News
|
The headline suggests a negative outlook for Dow's valuation due to significant job cuts as part of a restructuring, despite investments in AI and automation for future efficiency. |
Finnhub - DOW
Assessing Dow’s Valuation As Restructuring Cu...
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|
Feb 13
|
|
$49500
$49662
+0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - DOW
From Crisis to Comeback: How Dow Inc Became 2...
|
|
Feb 12
|
|
$49451
$49662
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - DOW
Dow declares quarterly dividend of 35 cents p...
|
|
Feb 12
|
|
$49451
$49662
+0.4%
|
LONG
|
Peter Navarro
Senior Counsel on Trade and Manufacturing (Trump Adviser)
|
Navarro cites "strategic energy dominance," "deregulation," and "tax cuts" as the drivers for his prediction of "50,000 on the Dow." The administration is prioritizing fossil fuel expansion and reducing regulatory burdens. This macro environment disproportionately benefits traditional energy sectors (XLE) and industrial heavyweights found in the Dow Jones Industrial Average. LONG US cyclical and energy assets based on policy support. Inflation reigniting due to tariffs; trade wars slowing global growth. |
Bloomberg Markets
Trump Adviser Navarro on the Attack Against D...
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|
Feb 06
|
|
$50115
$49662
-0.9%
|
LONG
|
Ed Yardeni
President, Yardeni Research
|
While the tech giants fight, the rest of the market (the "Impressive 493" and the Dow Jones Industrial Average) is performing extraordinarily well. The $650 billion being spent by the hyperscalers flows directly into the revenues of other companies. Building data centers requires 500 to 1,000 different vendors—including steel, concrete, wiring, and power. This acts as a massive economic stimulus, boosting GDP to ~5% and lifting the earnings of industrial and broader market companies. The Dow Jones is hitting record highs, and the economy has remained resilient despite high interest rates and inflation. A potential realization that the AI capital spending will not be profitable could eventually hurt the broader sentiment. |
CNBC
Market bounce back has to do with spending hy...
|