Interstellar Capital

2025/02/24

Hedge funds exit tech, media stocks at fastest pace in six months, Goldman Sachs says

Feb 24 - Hedge funds exited U.S. tech and media stocks in the two weeks to February 21 at the fastest pace in six months, according to Goldman Sachs, just as Nvidia (NVDA.O), , one of the biggest tech firms by market capitalisation, readies to report earnings.

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2025/02/25

Morning Bid: S&P500 loses 6,000 handle amid U.S. slowdown fears

Rancorous geopolitics continues to grab most headlines again this week, but it's creeping anxiety about a slowing U.S. economy that's unnerving investors most about Wall Street stocks.

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2025/02/26

Crucial Nvidia results to set the course for faltering 'Magnificent Seven'

Feb 26 - Nvidia's much-awaited results - seen as a barometer of AI chip demand - on Wednesday could prove to be an inflection point for artificial intelligence stocks that have fueled the market's rally in the last two years.

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2025/02/21

Global equities mixed on uncertainty about Trump moves, geopolitics

NEW YORK, Feb 21- Stocks fell on Wall Street but edged higher in Europe on Friday amid uncertainty about U.S. President Donald Trump's rapid policy initiatives, including spending cuts and tariffs, and Germany's upcoming elections. Oil prices fell 2% while gold eased from record highs.

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2025/02/11

Wall Street mixed as Coca-Cola gains and Tesla dips

Feb 11 - Wall Street's main indexes were mixed on Tuesday as gains in Coca-Cola and Apple offset losses in Tesla, while investors parsed Federal Reserve Chair Jerome Powell's latest comments.

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2025/02/12

Gold eases from record high; key US data in focus

Feb 12 - Gold prices eased from record highs on Wednesday after Federal Reserve Chair Jerome Powell indicated he was in no rush to cut interest rates, while the focus shifted to U.S. inflation data and trade tariffs.

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2025/02/14

Stocks edge up, yields fall as US data, tariff risk gauged

A benchmark of global stocks hit a record on Friday while U.S. Treasury yields dipped as some soft U.S. data and the latest tariff announcements raised hopes that the Federal Reserve may have some cushion to be more aggressive in cutting interest rates.

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2025/02/18

Morning Bid: Europe’s defence up as Washington meets Moscow

A look at the day ahead in U.S. and global markets from Mike Dolan Europe's defence stocks (.SXPARO), , up almost 20% for the year so far, surged another 1% on Tuesday as U.S. officials met Russian counterparts in Saudi Arabia for talks about ending the war in Ukraine and Germany prepared to go to the polls this weekend.

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2025/02/19

Morning Bid: Lagging US still flirting with new highs

Even though Wall Street stocks lag world markets this year, the S&P500 (.SPX), still managed to wring out another record high on Tuesday - with a mix of new tariff threats, housing updates and Federal Reserve minutes to digest later today.

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2025/02/19

Argentine, Turkish stocks could post more than 20% returns this year, says JPMorgan

J.P. Morgan said equity markets in Argentina and Turkey could post returns of more than 20% this year, driven by policy reforms aimed at reducing inflation levels.

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2025/02/20

Stock markets may face correction, says Goldman Sachs

Wall Street stocks could be facing a correction because of ructions in the options market, Goldman Sachs specialist Scott Rubner said in a Thursday note seen by Reuters on Friday.

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2025/02/11

Stocks mixed, gold retreats from record as investors weigh Trump tariff threats

LONDON, Feb 11 - Gold retreated from a record high while stocks were subdued on Tuesday as investors braced for further shifts in U.S. trade policy and waited to hear from Federal Reserve Chair Jerome Powell on tariffs and inflation.

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2025/02/10

India has 'enormously high' tariffs, White House economic adviser Hassett says

WASHINGTON, Feb 10 - India has "enormously high" tariffs that lock out imports, U.S. President Donald Trump's top economic adviser Kevin Hassett said on Monday, adding that Indian Prime Minister Narendra Modi had a lot to discuss with Trump when the two leaders meet soon.

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2025/02/07

VIEW Sluggish Jan payrolls growth unlikely to sway Fed

Feb 7 - U.S. job growth slowed more than expected in January, likely restrained by wildfires in California and cold weather across much of the country, but a 4.0% unemployment rate probably gives the Federal Reserve cover to hold off cutting interest rates at least until June.

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2025/02/06

Stocks rise, Treasury yields under pressure

Feb 6 - Global shares rose on Thursday in a modest relief rally as fears of an escalating trade war between the U.S. and its major trading partners ebbed, while U.S. Treasury yields came under pressure as traders pondered the country's rate outlook.

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2025/02/05

US futures knocked by Alphabet earnings; gold strikes record

Feb 5 - U.S. stock futures fell on Wednesday after disappointing earnings from Alphabet, while the dollar took a dive against the yen, which rallied sharply after Japanese wage data upped the chances of another rate hike.

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2025/02/04

Trump says in no hurry to talk to China's Xi amid new tariff war salvos

Feb 4 - U.S. President Donald Trump said on Tuesday he is in no hurry to speak to Chinese President Xi Jinping to try to defuse a new trade war between the world's two largest economies sparked by his sweeping 10% tariffs on all Chinese imports.

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2025/02/04

Palantir shares jump on upbeat revenue outlook as businesses adopt AI

Feb 4 - Palantir (PLTR.O), shares rallied over 18% in premarket trading after it forecast upbeat annual revenue fueled by strong demand for its software and data analytics services from businesses racing to adopt generative AI.

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2025/02/03

Wall St set for sharp losses as Trump's tariffs stoke trade war fears

Feb 3 - Wall Street was set to drop at the open on Monday as fears of a full-blown trade war and its impact on the global economy jolted markets around the world after President Donald Trump levied steep tariffs on Mexico, Canada and China.

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2025/02/03

Morning Bid: Markets unnerved by 'Tariff Man'

Feb 3 - A look at the day ahead in U.S. and global markets by Alun John, EMEA breaking news correspondent, finance and markets.

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