Whalesbook
Tech Stocks ne market mein laga di aag!
Bhai log, May 1, 2026 ko US markets ne naye records bana diye. S&P 500 apna all-time high 7,230.12 pe close hua aur Nasdaq 25,114.44 pe pahunch gaya. Lagataar paanchvein aur teesre hafte ki tezi thi ye, aur iske peeche sabse bada reason the tech giants ke mast earnings reports.
Sabse pehle baat karte hain Apple ki. Inka share 3.28% bhadhta hua $280.14 pe pahunch gaya! Company ne record results bataye hain aur agli quarter ke liye 14% se 17% revenue growth ka outlook diya hai. Analyst bhi confused hain; Morgan Stanley ne target $330 kar diya hai, jabki Barclays thoda cautious hai AI monetization ko leke. Apple ka P/E ratio abhi 33.87 hai, jo historical average se zyada hai.
Oracle bhi peeche nahi raha. Unka share 6.5% jump karke $171.83 pe aa gaya. AI infrastructure collaboration aur OpenAI partnership ke positive updates aaye hain. Q3 fiscal 2026 mein inka EPS $1.79 raha aur revenue $17.19 billion aaya, jo 21.7% up hai pichle saal se. Lekin inka P/E ratio bhi 30.85 ke aas paas hai.
Crypto ki bhi hui chandi, regulatory clarity ka asar!
Crypto market mein bhi halchal thi. Bitcoin $78,180 ke aas paas chal raha tha, jo hafte bhar mein 0.8% up hai. Iski wajah hai US Senate mein Clarity Act ka progress. Agar $78,000 ke upar nikal gaya toh aur tezi aa sakti hai. Haalanki, saal ki shuruaat se ab tak Bitcoin lagbhag 19% aur Ethereum 27% gir chuke hain.
US Senate ne Clarity Act release kiya hai, jo stablecoin issuers ko reserve holdings se yield banane se rokega, par activity-based reward programs chalne dega. Coinbase ke liye ye ek accha sign hai, aur lagta hai agreement ke bahut kareeb hain.
Geopolitics aur Oil prices ne bana rakha hai tension
Global tension bhi market ko affect kar rahi hai. Iran ceasefire proposal ki khabar se WTI crude oil prices lagbhag 3% gir kar $102 per barrel ho gaye. Lekin pehle WTI $106 ke paas tha, kyunki Strait of Hormuz ki wajah se supply mein problem aa rahi thi. April mein 9.1 million barrels per day ki supply band thi.
Kya hai risks?
Oracle ne AI cloud par $50 billion lagane ka plan kiya hai, jisse free cash flow negative ho raha hai aur debt badh raha hai. Apple ka P/E ratio bhi high hai. Bitcoin ko bhi Fed ki clarity ya ETF inflows chahiye. Aur Strait of Hormuz ki problem dobara inflation badha sakti hai.
Aage kya ho sakta hai?
Ab sabki nazar Apple aur Oracle ke analyst ratings pe rahegi. Bitcoin ke liye Fed ki policy aur institutional demand important hogi. Tech stocks ki performance AI demand aur cost management par depend karegi.