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10 Jun 2024

The top 10 largest stocks in the world are now worth a combined $18.85 Trillion up from $18.21T last week.

Source: Evan

10 Jun 2024

Over the past 32 trading days, Nvidia $NVDA has gained more than $1 trillion in market cap.

To put that into some sort of perspective, the 6-week gain is greater than the total market cap of Berkshire Hathaway $BRKA, which Warren Buffett has spent 6 decades in building... Source: Jesse Felder

10 Jun 2024

It has been a very quiet year so far for US equity markets...

No down day > 2% for the SP500 despite Middle East conflict, China doing military exercises around Taiwan, Fed interest rates cuts expectations moving from 6 to less than 2, etc. Source chart: Ritholtz

7 Jun 2024

Dot Com Bubble vs. Now - Things don't look similar - at least from an earnings angle

Source: Barchart, BofA

7 Jun 2024

What US stock market concentration? Exhibit below

courtesy of Morgan Stanley and Factset - shows the market concentration at the end of 2023 for a dozen of the largest markets around the world. The U.S. is the fourth MOST DIVERSIFIED market notwithstanding the recent increase in concentration...

6 Jun 2024

BREAKING: Nvidia stock, $NVDA, officially crosses above $1,200 for the first time in history.

Nvidia now has a market cap of $2.95 TRILLION and is just 3% away from passing Apple, $AAPL, as the largest public company in the world. To put things into perspective: the market cap per employee of Nvidia has hit almost $100,000,000. Source: Bloomberg, HolgerZ

6 Jun 2024

Just 3 stocks - Microsoft $MSFT, Nvidia $NVDA, and Apple $AAPL - now account for 20% of the S&P 500

Source: Barchart

6 Jun 2024

It’s official: Nvidia, Apple, and Microsoft are now bigger than China’s entire stock market.

Source: Bloomberg, www.zerohedge.com

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