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Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 71% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money.
Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 71% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money.

Beat the street: Dell shares up 20% after Q4

The stock to watch today in the US markets will be US laptop giant Dell Technologies after an AI-driven Q4. It beat on all aspects and, as IGTV’s Jeremy Naylor says, there’s the potential for as much as a 20% upside.

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So, with yet another intraday record high today for the Nasdaq 100, and with the S&P 500 and the Dow Jones holding onto recent gains, what are the markets priced for? IGTV caught up with Joachim Klement, head of strategy at Liberum, who believes the markets are pricing in for a June rate cut. If, he says, the Fed chooses to delay, there could be a 5% downside to the main benchmarks.

(AI Video Summary)

US market expected to reach new record highs today

This surge is driven by successful tech companies like Dell, whose stock price skyrocketed after beating expectations. The rise of AI is also contributing to the success of tech stocks. However, Elon Musk has accused OpenAI of focusing on profit instead of their original mission of benefiting humanity with AI.

USD and indices doing well

The US dollar has been gaining value for four consecutive days, and it is expected that the Federal Reserve will lower interest rates in the future. This anticipation is fueling the market rally. The Nasdaq and S&P 500 are hitting all-time highs, but there has been a slight pullback in the market. The Dow Jones is also seeing positive momentum.

The market rally is partly due to the outstanding performance of tech giants like Apple, Microsoft, and Amazon. However, relying heavily on these stocks could be risky because if their earnings growth slows down, it could negatively affect the entire market. Despite this concern, Joachim Klement joins as a guest on the show and says he remains optimistic about US and European stocks in the long term, citing strong earnings growth and positive surprises.

Interest rates news

Investors are closely watching the Federal Reserve, as any delay in the expected June interest rate cut could lead to a correction in the market. The European Central Bank (ECB) is also meeting on interest rates, and any inaction from them could disrupt the EUR/USD trade.

Dell share price up 20%

In terms of individual stocks, Dell Technologies has announced exceptional earnings and revenue forecasts due to the increasing demand for its AI servers. On the other hand, Elon Musk is suing OpenAI, claiming they violated their contract by prioritising profit over their mission.

Overall, the U.S. market is expected to continue its upward trend in the short term, but caution is advised as it becomes overbought. The performance of tech stocks and the actions of the Federal Reserve will be critical to monitor. In Europe, the market is lifted by anticipated interest rate cuts from the ECB. However, weaker earnings growth and a lack of demand make it more susceptible to a market correction.

This information has been prepared by IG, a trading name of IG Markets Limited. In addition to the disclaimer below, the material on this page does not contain a record of our trading prices, or an offer of, or solicitation for, a transaction in any financial instrument. IG accepts no responsibility for any use that may be made of these comments and for any consequences that result. No representation or warranty is given as to the accuracy or completeness of this information. Consequently any person acting on it does so entirely at their own risk. Any research provided does not have regard to the specific investment objectives, financial situation and needs of any specific person who may receive it. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such is considered to be a marketing communication. Although we are not specifically constrained from dealing ahead of our recommendations we do not seek to take advantage of them before they are provided to our clients. See full non-independent research disclaimer and quarterly summary.

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Prices above are subject to our website terms and agreements. Prices are indicative only. All shares prices are delayed by at least 15 mins.

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