Stock prices rise, Apple and Putin concede, Trump "Semiconductors 100%"

Hello to all investors!

Executive Summary (Today's Market Summary)

With mutual tariffs and secondary tariffs on Russia looming, the New York market stayed up. Market focus is on large-scale investments from Apple, the strong positive catalyst, the Fed’s rate cut expectations, and next week's CPI, a major macro event. We summarize the market core in three key points.“100% tariff on semiconductors”

• 1. Consumption is solid, but…: Disney and McDonald's earnings show U.S. consumption remains solid, but concerns about slower spending among low-income groups have emerged.

• 2. Apple leads the market, Trump remarks shock semiconductors: Apple announced $100 billion in additional U.S. domestic investment and surged over 5%, strongly lifting the market. Meanwhile, President Trump’s statement of a brought significant uncertainty to the related sectors.

• 3. Tug-of-war between optimism and pessimism: Strong buying by individual investors and corporate share buybacks supported the market, while overheated investor sentiment and concerns about a seasonal downturn created a back-and-forth struggle that continues.

  
  

August 6 (Wednesday) New York Market Major Indices

• DJIA:44,193.12 (+0.18%)

• S&P 500:6,345.06 (+0.73%)

• NASDAQ:21,169.42 (+1.21%)

• RUSS 2K:2,221.29 (-0.20%)

• US 10-YR:4.232% (+0.036)

• US 2-YR:3.714% (-0.002)

• OIL:64.27 (-0.89, -1.37%)

• GOLD:3,431.80 (-2.90, -0.08%)