PORTFOLIO MANAGEMENT
The Portfolio Management Division focuses on educating its members and readers about the world of trading and investments through a diverse stock portfolio. There are two goals that the members of this division will try to achieve. The first one will be to publish a short daily summary regarding both the general stock market, and the movements which occurred during trading hours that directly affected our portfolio value. Secondly, we will also focus on maximising portfolio growth, in order to then donate all profits to a charity designated by the Investment Club as a whole, fostering a collective commitment to social impact. To maximize our portfolio’s growth, we will combine both comparative and fundamental analysis. These analytical and logical tools will allow members of the division to envision both broader stock market trends and the financial health of the companies held within our portfolio.
Daily Articles:
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Nvidia’s equity rises by $277 billion on Thursday following earnings beat and carries averages to all time highs
Feb 23rd, 2024 – Nvidia’s stock rallied 15% following a massive earnings beat, where they announced that their 2024 Q1 revenues would also be higher than previously expected. The stock also announced a forecasted 233% increase in revenues for 2025 Q1, which means the stock is forecasted to continue rallying and growing for the next […]
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Nvidia once again beats expectations after blockbuster quarter, as other portfolio holding has a sharp decline
One of our portfolio holdings, Nvidia (NVDA) (Purchased 0.24 units @ $471.73) announced its fourth fiscal quarter earnings that exceeded estimates. Nvidia announced earnings per share of $5.16 vs $4.64 and revenue of $22.10 billion vs $20.62 billion expected. Nvidia CEO Jensen Huang responded to investors’ skepticism about the sustainability of growth. Huang said the […]
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GOLDMAN DISCLOSES ITS EXPECTATIONS ABOUT RATES CUTS IN THE UK, AS BARCLAYS ANNOUNCES IMPORTANT RESULTS
Feb 20th, 2024 – After the UK inflation rate in January 2024 reached 4.00 %, Goldman Sachs (GS) (+0.02% at 4:00 PM EST), in a research note, asserted that there is a high probability that BoE will delay interest rate cuts from May to June, with subsequent stronger interventions during the final semester of 2024. […]
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NINTENDO STOCK FALLS ON SWITCH 2 LAUNCH DELAY RUMORS
Feb 19th, 2024 – In a recent turn of events, shares of Nintendo took a significant hit, following reports suggesting a delay in the launch of the highly anticipated Switch 2, the next iteration of its flagship gaming console. The company’s stock in Japan closed 5.84% lower amidst growing concerns regarding the company’s future prospects. […]
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Shale Shake-Up: Big Deals Transform Wall Street’s View
Wall Street is witnessing a seismic shift as Big Shale emerges as the new powerhouse in the energy sector. The recent $26 billion merger between Diamondback Energy Inc. and Endeavor Energy Resources LP marks a watershed moment, reflecting a significant departure from past skepticism towards the shale sector. This monumental deal is just one in […]
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COINBASE SHOWS STRONG EARNINGS REPORTS, WHILE ROKU AND NIKE STRUGGLE
On Friday, Coinbase stock surged 16% after posting its first profit in two years. The largest US cryptocurrency exchange has reported significantly better than expected earnings thanks to growth in transaction volumes. The company posted for its first quarter an adjusted EPS of $1.04, better than the $0.02 EPS forecasted by Wall Street analysts. Quarterly […]
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Indices rise as food delivery service stock climbs following results
Stock popped on Thursday with the S&P 500 hitting 5,029.73 with a growth of 0.58% despite a disappointing retail sales report. The Dow Jones rose 0.9% hitting 38,773.12, while the tech-heavy NASDAQ added 0.3% reaching 15,906.17. DoorDash (DASH) shares climbed 5.2% after the announcement of fiscal results of the fourth quarter, where revenues and orders […]
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Markets recover from hot CPI, as markets price in 4 market cuts in FY2024
On Wednesday, markets bounced back from the sharp decline that happened on Tuesday. S&P 500 increased by 0.96% to close at 5,000.62. Nasdaq advanced 1.3% to close at 15,859.15 while Dow Jones climbed 0.4% closing at 38,424.27 The latest consumer price index made public on Tuesday was hotter than expected. According to the Bureau of […]
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Nvidia just overcame Amazon’s market cap, as Walmart leaps toward new acquisition
Despite its market trend characterized by a decrease of its share price of 0.17% by 4:00 PM EST, today portfolio holding Nvidia (NVDA) (purchased 0.24 units @ $472.38) was able to achieve an exciting achievement, reaching a market capitalization higher than Amazon. In fact, while Nvidia’s total value was equal to $1.78 trillion, the Seattle […]
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Aramco’s renewable renaissance: Saudi Arabia’s green transition.
Saudi Arabia’s state-controlled oil giant, Aramco, announced on Monday the suspension of its capacity expansion plans, citing the ongoing green transition: Energy Minister Abdulaziz bin Salman emphasized that the future of energy security lies in renewables, signaling a significant shift in the kingdom’s energy strategy. The decision to postpone Aramco’s capacity investment, which aimed to […]
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EU Adopts Flexibility in Fiscal Rules to Drive Investment and Address Modern Challenges
The European Union (EU) has reached a preliminary agreement to relax its strict fiscal regulations, offering member states greater flexibility in managing debt while incentivizing investments in key areas such as climate action, industrial development, and security. The revision of the Stability and Growth Pact, in response to unprecedented debt levels amid pandemic recovery efforts […]
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Markets rise following lower inflation reading
Feb 9th, 2024 – On Friday, stocks rose thanks to December’s revised inflation reading coming in lower than what was reported in the beginning, according to closely watched revisions made by the government. As an evidence of this, the S&P 500 closed above 5000 for the first time ever at 5026.61 (+ 0.57%). The Nasdaq […]
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S&P 500 achieves 5000 point level, as Ralph Lauren shares pop following upbeat report
Feb 8th, 2024 – The S&P 500 reached the milestone of 5000 points during the day but closed at 4,997.91 with a growth of 0,06%, also the Dow Jones grew by a little, rising about 0.13%, while the Nasdaq gained 0,24%. Shares of online payments giant Adyen (ADYEN) soared on Thursday after the company reported […]
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Walt Disney rises following cost cut announcements, whilst Arm skyrockets after earnings release
Feb 7th, 2024 – On Wednesday, the S&P500 increased by 0.82% to close at 4995,06. Dow Jones and Nasdaq also increased by 0.4% and 0.95% to finish at 38.677,36 and 15.756,64 respectively. After markets closed, Walt Disney (DIS) announced their first-quarter earnings that topped estimates. Estimated earnings per share was $0.99 while the actual amount […]
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Snap fails to meet expectations, whilst a powerful sports alliance is born
Feb 6th, 2024 – Today, Snap Inc. (SNAP) saw its shares’ price plummeting down by around 30% at 5:00 PM EST because of the huge discrepancy between Snap’s quarterly revenue estimates produced by Wall Street analysts and the results disclosed by the company itself on Tuesday. Going into detail, while the forecasted revenue was $1.38 […]
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McDonald’s and Starbucks sales hit by Israel – Hamas conflict
Feb 5th, 2024 – In a recent turn of events, global fast-food giants McDonald’s and Starbucks have faced a notable setback in their sales directly attributed to the ongoing Israel-Hamas conflict; both companies reported a dip in their stock values, reflecting the economic repercussions of said geopolitical tensions. McDonald’s, witnessing a nearly 4% drop in […]
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Apple stock falls following poor 2024 guidance and release of vision pro.
Feb 4th, 2024 – Let’s face it, Apple (AAPL) (Purchased 0.6 units @ $183.96) has had a less than desirable 6 months. The stock has barely moved since June, and isn’t having the most positive beginning to 2024. Most investors have concerns regarding iPhone 15 and 15 pro sales, especially when it comes to the […]
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Tech Giants Bet Big on AI: Spending for Growth and Productivity
Feb 3rd, 2024 – In the latest round of earnings calls from major tech companies including Microsoft, Meta, Alphabet, Amazon, and Apple, a common theme emerged: substantial investments in Artificial Intelligence (AI) are crucial for future growth. Tech leaders highlighted the importance of introducing AI across every layer of their technology stack. Microsoft’s CEO, Satya […]
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A strong Friday on Wall Street following excellent reports from big tech
Feb 2nd, 2024 – Friday indices performances: the S&P 500 closed the session with a + 1.07% performance, rising for a fourth-straight week thanks to strong tech earnings and reaching a new record. Thanks to almost the same tech companies, the Nasdaq was up by 1.74%, and also the Dow Jones gained 0.35% in this […]
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Shares jump as market recovers from sell off
Feb 1st, 2024 – Today shares jumped and fell after many companies reported their quarters’ results, but in general the market reacted positively, the biggest winner was NASDAQ as it grew 1.3% closing at 15,361.64. Just points lower we have the S & P 500 with an increase of 1.25% that closed at 4,906.19 and […]
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Market sell off begins following hawkish Fed statements
Jan 31st, 2024 – On Wednesday, Wall Street experienced its most significant decline since September after Big Tech stocks reported earnings. The S&P 500 lost 1.6% . The Nasdaq Composite fell 2.2%, and the Dow fell 0.8%. FED held rates unchanged.The market was pricing rate cuts to start in March but chairman of FED Powell […]
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AMD is set to beat Nvidia in the AI processors race, while GAAp force Sanmina to reduce positive results
Jan 30th, 2024 – On Tuesday, Advanced Micro Devices (AMD), one of the main chipmakers worldwide, disclosed 2024 Q1 revenue expectations way lower than Wall Street analysts’ estimates, while the AI processors sales are expected to increase sharply. With respect to the second feature, it must be considered that many businesses are trying to find […]
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Amazon’s acquisition of iRobot fails following EU veto
Jan 29th, 2024 – In a surprising turn of events, Amazon has decided to abandon its planned acquisition of iRobot, a renowned vacuum-maker company, known for its Roomba devices; this move comes after both companies acknowledged that obtaining regulatory approval for the deal was an insurmountable challenge. Alongside this announcement, iRobot disclosed plans to lay […]
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Stock market outlook on elections, as holdings release quarterly reports
Jan 28th, 2024 – Given the USA is currently entering the presidential race, it is wise for us to look at how a possible republican victory might affect the stock market, and especially, our portfolio. As it stands, Donald Trump seems to have the upper hand over Nikky Haley in the republican party, meaning we […]
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Leadership changes at JPMorgan: Who’s Next After Jamie Dimon?
Jan 27th, 2024 – JPMorgan Chase is undergoing significant leadership changes, stirring speculation about the eventual successor to current CEO, Jamie Dimon. The reshuffle involves key executives, including Jennifer Piepszak and Marianne Lake, who were previously considered front-runners for Dimon’s position. Piepszak, former co-head of JPMorgan’s consumer bank, now shares the role of co-head of […]
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Mixed emotions on Friday for Wall Street: Tech stocks slide and coinbase gains
Jan 26th, 2024 – On Friday, markets showed indecision, as the S&P 500 declined 0.07% to end the session at 4,890.97, ending its winning streak at six days. The Nasdaq declined 0.36% to 15,455.36 points, while the Dow Jones Industrial Average rose 0.16% to 38,109.43 points. Tech stocks faced declines on Friday, and Intel suffered […]
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More updates on the portfolio, as club holding further tumbles
Jan 25th, 2024 – Portfolio holding Boeing (BA) (Purchased 0.15 units @ $248.79) fell 5.71% today, as the FAA announced a pause to the production of their 737 max 9 planes. However, on a positive note, the planes already produced are now allowed back in the air. This was a major blowback to our holding’s […]
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Portfolio update: IBM beats expectations as holdings continue positive run
Jan 24th, 2024 – The Dow Jones fell 26 basis points today, whilst the NASDAQ and S&P 500 instead grew 0.36% and 0.08% respectively, as Nvidia and other large cap tech companies continue their meteoric rise. Portfolio holding IBM (IBM) (Purchased 0.1693 units @ $151.04) rose today, increasing more than 5% in the post market […]
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J&J SETTLES TALC PRODUCTS INVESTIGATIONS, WHILE MA AND TSAI INVERT THE RECENT ALIBABA STOCK MARKET TREND
Jan 23rd, 2024 – Today, Johnson & Johnson (JNJ) reached an important agreement to end an investigation conducted by more than 40 states. The investigation accused the New Jersey based company of false disclosures regarding the real dangers to one’s health health deriving from the use of its talc-based products. By the way, this does not solve […]
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TRADE STORM: TRUMP’S TARIFF TACTICS RESHAPE MARKETS AND IGNITE GLOBAL CONCERNS
Jan 22nd, 2024 – The financial markets are on edge as they grapple with the potential structural implications of Donald Trump’s proposed 10% tariff increase on all imported goods. Michael Every, a global strategist at Rabobank, asserts that this move has the power to “shake up every asset class.” Trump, a leading contender for the […]
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Investor sentiment, the court on Apple Watches, and the Microsoft-Vodafone partnership
Jan 21st, 2024 – A recent Morgan Stanley survey revealed that Individual investors are increasingly optimistic, with 60% expressing bullishness. The optimism is linked to expectations of Federal Reserve rate cuts. About 60% believe in a “soft landing” for the economy, and 58% see the economy as healthy enough for rate reductions. Despite the Fed […]
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Altman’s keys to to success and the potential within artificial intelligence
Jan 20th, 2024 – OpenAI CEO Sam Altman’s key to success: be direct, embrace rejection, and take calculated risks OpenAI CEO emphasizes the importance of being clear about one’s goals and asking directly for what is wanted, as it significantly contributes to success. Altman believes that fear of rejection often restrains people from expressing their […]
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S&P 500 SOARS ON TECH RALLY AND iROBOT FACES EU BLOCK ON AMAZON TAKEOVER
Jan 19th, 2024 – The S&P 500 has reached its all-time high on Friday thanks to a rally by tech companies, which are now rising after a wobbly start of the year. Nvidia (NVDA) (Purchased 0.2773 units @ $471.73) was one of these companies that rallied, in fact the chip-maker company has hit itself its […]
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Big tech pushes Nasdaq to rally
Jan 18th, 2024 – Tech companies powered the market Thursday and pulled the major averages into positive territory. The Dow Jones grew 0,54% closing at 37,468.41, also the tech-heavy NASDAQ jumped by 1,35% to close at 15,055.65. The S&P 500 climbed 0.88% ending at 4,780.94. Lucid (LCID) stock started the day losing again ground with […]
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Optimism for Stablecoin laws in 2024 for the US
Jan 15th, 2024 – In a watershed moment for the cryptocurrency sector, Circle’s CEO, Jeremy Allaire, expresses confidence that 2024 could see the United States implementing crucial regulations for stablecoins, such as the widely-used USD Coin. The stablecoin market is currently valued at $135.3 billion and is operating largely in an unregulated landscape, it is […]
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BlackRock’s Acquisition, BNY Mellon’s Surprising Q4, and Amazon cutting jobs
Jan 14th, 2024 – BlackRock (BLK), the world’s largest asset manager, with 70 offices in 30 countries, and clients in more than 100 countries, is acquiring Global Infrastructure Partners for $12.5 billion, with $3 billion in cash and 12 million shares. Together, the companies will manage assets worth more than $150 billion, creating an infrastructure […]
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Airline stocks facing headwinds after FAA starts investing being production line and citi cuts 10% of its workforce
Jan 12th, 2024 – On Friday, airline stocks, such as Delta Airlines and United Airlines, respectively lost 8% and 9% of their value. An ETF that includes airline shares was down 4.8%. The S&P 500 started the market day well, but was immediately dragged down by the airline sector. There are three reasons beyond this […]
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Market is in the green once again, as BTC ETF gets approval
Jan 10th, 2023 – On Wednesday, all major indexes rose. The S&P 500 increased by 0.57% to close at 4,783.45. The Dow Jones added 0.45% to close at 37,695.73, while the Nasdaq increased by 0.75% to end at 14,969.65. Yesterday, a tweet was sent from the U.S. Securities and Exchange Commission’s (SEC) official X account […]
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MSE trembles following grifols accusations, as Bank of America lowers rating on auto manufacturer
Jan 9th, 2024 – Today, the broader Spanish stock market fell, following the news that Grifols (GRFS) (-21.83%), the third biggest company worldwide in the blood products market, was accused of manipulating its financial data by the US hedge fund Gotham City. According to Gotham City Research, the real leverage ratio of Grifols is 10-13 […]
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Mega cap technology stocks bring upon market rally
Jan 8th, 2024 – Monday was characterized by a shift in investor sentiment brought upon the market by AMZN, MSFT, AAPL and, most notably, NVDA, which rose a staggering 6.61%. This positive shift in mega cap technology stocks contributed to a 2.2% increase in the NASDAQ index, which helped get the broader market out of […]
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THE WAIT FOR A BITCOIN ETF IS ALMOST OVER WHILE TESLA HAS ISSUES IN SOME OF ITS VEHICLES
Jan 5th, 2024 – Today, Friday, January 5, 2024, marks a potential milestone for the approval of Bitcoin ETF, following an announcement by TechCrunch journalist Jacquelyn Melinek on Twitter/X. According to Melinek’s tweet, sources close to the matter suggest that the SEC is poised to approve the bitcoin spot ETF for multiple firms, including major […]
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Stocks fall once more following mass movement in retail giants
Jan 4th, 2024 – The NASDAQ dipped 0.56% closing at 14,510.30, on the other hand the Dow Jones grew by 0.03% closing at 37,440.34. The S&P 500 also slipped by 0.34% finishing at 4,688.68. QuantumScape (QS) stock roared high Thursday morning’s, rising more than 40%. Volkswagen’s PowerCo subsidiary announced that it had completed a test […]
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Markets tumble again as tension in the Middle East rise
Jan 3rd, 2024 – On Wednesday, the Nasdaq fell by 1.18% to 14,592.21, marking its fourth consecutive day of losses. The S&P slid by 0.80% to close at 4,704.81, while the Dow Jones decreased by 0.76% to close at 37,430.19. The Labor Department reported a decrease in worker demand to its lowest level since March […]
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Iphone sales put strain on Apple as ratings change across the board (02/01/2024)
Jan 2nd, 2024 – Surprisingly, portfolio holding Apple (AAPL) (0.6 units @183.96) performed poorly on Nasdaq today, experiencing a decrease in price of around 3.6%, after Barclays analyst Tim Long classified it as “Underweight”. The main reason behind such a negative rating assigned to the Cupertino based company is represented by the Iphone 15 sales […]
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Global markets register their strongest performance since 2019 as Nvidia launches their first China – Focused chip
Dec 29th, 2023 – After an important two-month rally, global stock markets are set to record their strongest performance since 2019, because investors are of the opinion that central banks have ceased their interest rate hikes and that they will start cutting rates in 2024. Demonstrative of this trend, the MSCI World Index has raised […]
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Portfolio holding falls as NASDAQ falls
Dec 28th, 2023 – The S&P 500 closed marginally higher Thursday, on a new all-time high in the penultimate day of trading, as it added 0,04% to finish at 4,783.35. Also the Dow Jones increased, ending the day at 37,710.10 with a +0.14%. On the other hand Nasdaq decreased by 0.03% closing at 15,05.14. Shares […]
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Market edges forward as portfolio holding completes aquisition
Dec 27th, 2023 – Today the Dow Jones rose .30%, the S&P 500 increased .14% and the NASDAQ progressed further, up .16%. Portfolio holding Eli Lilly (LLY) (Purchased 0.2 units @ $582.99) spiked 1.9% after it finished the acquisition of POINT Biopharma Global. A company with a focus on therapies for the treatment of cancer. […]
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Market movements, India’s AI demand and the investor’s shift to gold
Dec 22nd, 2023 – Micron Technology (MU) shares climbed 8.6%, marking one of this week top performance among S&P 500 stocks, after the company reported better results than the ones expected. The semiconductor maker benefited from higher prices and strong demand for its artificial intelligence (AI) chips. Carnival Corporation (CCL) shares added 6.2% when the cruise […]
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Nasdaq pops as portfolio holding tumbles
Dec 21st, 2021 – The Dow Jones grew 0,87% and closed at $37.404,35 after Wednesday’s hit, the Nasdaq recovered closing at $14.963,87 with a growth of 1,26%. The S&P 500 recovered from Wednesday closing at 4.745,75 with a growth of 1,03%. Japanese automaker and portfolio holding Toyota (TM) shares fell by 4% after the announcement […]
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Market ends losing streak as consumer confidence increases
Dec 20th, 2023 – On Wednesday, the Dow Jones and Nasdaq ended their 9-day winning streaks, decreasing by 1.27% to 37,082 and 1.50% to 14,777.94, respectively. The S&P 500 also slipped by 1.47% to 4,698.35. The Conference Board announced that the consumer confidence index increased to a 5-month high of 110.7 in December. It shows […]