PT Market News (8 a 14 setembro) - NVIDIA com GRAVES Problemas & Mercado Chips em baixo

Summary

This week's financial news highlights include NVIDIA facing antitrust allegations from the U.S. Department of Justice, leading to a significant stock drop. The U.S. job report disappointed, with fewer jobs added than expected, and the manufacturing sector showed weakness. The fear and greed index reflects market apprehension. With potential interest rate cuts, investors are advised to maintain a moderate risk profile, focusing on safer investments like treasury bonds. In Portugal, economic challenges persist, with increased insolvencies and decreased new business creation.

Takeaways

• 📉 Nvidia's stock price fell by around 10% following allegations of antitrust practices by the U.S. Department of Justice, leading to a market value loss of $27.9 billion.
• 💼 The U.S. jobs report disappointed, with only 142,000 new jobs added, below the expected 160,000, indicating a weakening manufacturing sector.
• 📈 Despite the negative economic indicators, there are expectations for a reduction in interest rates at the upcoming Federal Reserve meeting on September 18th.
• 🚀 Trump promised to make the U.S. the capital of Bitcoin and cryptocurrencies in a speech, criticizing Biden's administration and proposing a government efficiency commission led by Elon Musk.
• 🏭 In Germany, the industrial sector contracted, with the automotive and electrical materials sectors being particularly hard hit.
• 🚗 Elantis is considering selling ethanol-powered cars in the Southern Hemisphere due to the challenges of electrifying fleets in developing countries.
• 🔋 Volvo abandoned its plans to sell only electric cars by 2030, stating the market is not ready, while BMW announced plans for a hydrogen-powered vehicle by 2028.
• ✈️ Airbus reported delivering 447 aircraft in the first eight months of the year, aiming for a total of 770 for the year.
• 📉 In Portugal, the stock of Mill fell by about 8% after reporting lower profits for the period up to June compared to the previous year.
• 🏢 The construction cost index in Portugal rose by 3.6% in July, with labor costs being the main driver of the increase.

Q & A

What is the main topic of the weekly news discussed in the script?

The main topic is the latest financial market news, including significant events in finance, economy, and political factors relevant to the Portuguese market.

Why did Nvidia's stock price drop significantly according to the script?

Nvidia's stock price dropped by around 10% due to allegations of antitrust practices by the U.S. Department of Justice, although Nvidia denied receiving any notification.

How much market value did Nvidia lose in a single day as mentioned in the script?

Nvidia lost approximately $27.9 billion in market value in a single day.

What other companies in the chip industry were affected by Nvidia's news, as per the script?

Other companies in the chip industry that were affected include Samsung, which fell 3.45%, and companies like CMC and SML, which both lost more than 5%.

What was the outcome of the U.S. jobs report that was mentioned in the script?

The U.S. jobs report added 142,000 new jobs, which was below the expected 160,000, contributing to the negative sentiment in the market.

What is the Fear and Greed Index, and how does it reflect the current market sentiment according to the script?

The Fear and Greed Index reflects the current market sentiment, and according to the script, it is in a state of fear due to recent aggressive selling in the technology sector.

What is the advice given for low-risk investors in the current volatile market conditions?

The advice for low-risk investors is to keep money in reserve and not to succumb to FOMO (Fear of Missing Out), as the opportunity might also bring significant losses in volatile periods.

What investment options are suggested for safer investments according to the script?

Safer investment options suggested include Treasury certificates, term deposits, or fixed-income instruments considered secure.

What is the current promotion offered by Prim 24 as mentioned in the script?

Prim 24 is offering a fixed interest rate of up to 8.8% in dollars, and they are running a campaign where one can potentially win up to 20 shares depending on the deposit amount until October 31st.

What is the news about the U.S. elections and Trump's promises mentioned in the script?

Trump promised in a speech to make the U.S. the capital of Bitcoin and cryptocurrencies, criticizing Biden's administration policies, and reinforced plans to invite Elon Musk to be part of his government, advocating for a government efficiency commission led by Elon Musk.

What is the recent development in the automotive industry regarding sustainable alternatives mentioned in the script?

Elantis is considering selling cars powered by ethanol instead of electric cars in the southern hemisphere, as they believe developing countries will have more difficulties electrifying their fleets due to the need for extensive charging infrastructure. Volvo has abandoned plans to sell only electric cars from 2030, stating the market is not ready, and BMW is adding a hydrogen-powered vehicle to its lineup, starting production in 2028.