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Important Data Ahead, Tesla Turning On Massive Nvidia Cluster, 10 Drugs Name For Price Cuts

Published 29/08/2023, 14:58
Important Data Ahead, Tesla Turning On Massive Nvidia Cluster, 10 Drugs Name For Price Cuts
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Benzinga - To gain an edge, this is what you need to know today.

Important Data Ahead Please click here for a chart of Invesco QQQ Trust Series 1 (NASDAQ: QQQ).

Note the following:

  • The chart shows that Nasdaq 100 has pulled back after touching the low band of the resistance zone.
  • The chart shows that the stock market is consolidating around the downward sloping trendline.
  • The chart shows that RSI is neither overbought nor oversold.
  • In The Arora Report analysis, from a technical perspective, the stock market is positioned such that it is waiting for the new economic data that is ahead.
  • Important data is ahead.
    • JOLTS - job openings data will be released at 10am ET.
    • Consumer confidence data will also be released at 10am ET.
    • ADP employment change will be released on Wednesday at 8:15am ET.
    • Thursday will bring initial jobless claims, GDP-second estimate, personal income and spending, and most importantly PCE prices. PCE is the Fed’s favorite inflation gauge.
    • On Friday, the mother of all numbers will be released – the jobs report.
  • Medicare has released the list of 10 drugs that it is targeting for price reduction. All of the drug companies are expected to litigate. The impacted drug companies are Bristol-Myers Squibb Co (NYSE: BMY), Johnson & Johnson (NYSE: JNJ), Merck & Co Inc (NYSE: MRK), AstraZeneca plc (NASDAQ: AZN), Novartis AG (NYSE: NVS), Amgen, Inc. (NASDAQ: AMGN), AbbVie Inc (NYSE: ABBV), and Novo Nordisk A/S (NYSE: NVO).
  • In The Arora Report analysis, the list of 10 drugs is mostly inline with expectations, and as such, do not expect it to impact the stocks of these companies in a major way.
  • Today, Tesla Inc (NASDAQ: TSLA) is turning on a massive NVIDIA Corp (NASDAQ: NVDA) cluster consisting of 10,000 H100 GPUs. The cluster will be used to train FSD (Full Self-Driving). Tesla is also spending $1B to build its own Dojo supercomputer.
  • As an actionable item, the sum total of the foregoing is in the protection band, which strikes the optimum balance between various crosscurrents. Please scroll down to see the protection band.

Shift Many companies are pushing their employees to come to the office. A shift away from working at home is taking place. The latest is Amazon.com, Inc. (NASDAQ: AMZN) CEO Andy Jassy warning remote workers, “It’s probably not going to work out for you.” This has broader implications including on cities, office real estate, consumer spending, and travel.

Magnificent Seven Money Flows In the early trade, money flows are negative in Amazon, Tesla, Nvidia, Microsoft Corp (NASDAQ: MSFT), Alphabet Inc Class C (NASDAQ: GOOG), Meta Platforms Inc (NASDAQ: META), and Apple Inc (NASDAQ: AAPL).

In the early trade, money flows are mixed in SPDR S&P 500 ETF Trust (ARCA:SPY) and Invesco QQQ Trust Series 1 (NASDAQ: QQQ).

Momo Crowd And Smart Money In Stocks The momo crowd is buying stocks in the early trade. Smart money is

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