The reduction of the American credit rating will affect its markets

American stocks emerged last week against the background of a trade truce between America and China, where Miscellaneous to reduce the tariffs for 90 days. Technology shares rose, with the leadership of Tesla and Nvidia. In the absence of new developments on the customs tariff front, it is not clear whether this prosperous feeling can continue.

On the one hand, the credit rating in the United States was reduced by the Moody classification to the second highest level. This means that investors may seek higher returns for ministers for us, amid merit on the outwardly low confidence. The treasury height, in turn, can press stocks. Although MOODY is just Delay To join Standard & Poor and Fitch reviews in the United States classification of the higher classification – which did so in 2011 and 2023, respectively – may send another rift through the already fragile stock market.

Although NVIDIA was one of the winners of the rally last week, it is still competing with the restrictions of the export of chips to China and increased scrutiny over its commercial activities. This is a big problem because the artificial intelligence sector in China is “Not behind“From the United States, and perhaps it will It reaches about 50 billion dollars Within three years, according to Nvidia Jensen Huang, President Nvidia Jensen Huang. He added that the loss in this market will be a “huge loss.”

Whether it is possible to sustain the march last week, it will depend on the main addresses that will come from the White House this week.

We cut the credit rating “Moodyz”
Moodyz The USA’s evaluations reduced Sovereign credit classification under First degree to AA1 from AAAIt is the highest possible level, indicating the increasing burden to finance the deficit in the federal government budget and debt. The Treasury Secretary, Scott Payette, called on Sunday, “Reducing” A “Delay index“The claim that it reflects the conditions during the Biden administration.

Week win for us
All the main indexes of the United States rose on Friday. For the week, S & P 500 5.3 % and and Dow Jon’s industrial average 3.4 % increased. the Nasdak 7.2 % has emerged on the back Strong offers from technology shares like Timing and NafidiaThat jumped 17 % and 16 % respectively a week. Futures in the United States fell on Sunday evening. Regional Europe Stoxx 600 He added 0.4 % on Friday. shares Richmont 7 % jumped after the publication of Cartier’s owner Better than the fourth quarter salesIn the sign The wealthy consumers are still spending on luxury.

Nafidia denies sending chip designs to China
After a a report In the financial times in which NVIDIA works on a research and development center in Shanghai in light The export restrictions of the new United StatesTell CNBC chips that “Not to send any GPU designs to China To be modified to comply with export control items.

Trump says he will mediate peace
US President Donald Trump said on Saturday in a publication on the social truth that he is planning to speak separately to Russian President Vladimir Putin and Ukrainian President Folodimir Zellinski on Monday in an attempt. Reaching the ceasefire between the two countries. America is also working with Britain to create a file India Pakistan is a ceasefire UK Foreign Minister David Lami said on Saturday, along with “confidence -building measures” and dialogue.

Biden has been diagnosed with prostate cancer
Former US President Joe Biden was diagnosed on Friday with “Adwan” form of prostate cancerHis office said on Friday. His office added: “It seems that cancer is sensitive to hormones, which allows effective management.”

(Pro) Retail profits in focus this week
The stocks rose last week, as investors chanted the White House deal with China to reduce the customs tariffs on each other. This week, the profits are waiting for Home Depotand goal and TJX To get an indicator How to hold the American consumer – How will these adult retailers deal with definitions.

Large Chinese companies, such as alibaba, show that ads that work with AI are given shopping

Alibaba, Tencent and JD.com said this week that it reflects not only the improvement of Chinese consumer spending, but also the increasing benefits of artificial intelligence in the advertisement.

The management of the company said on Wednesday’s profit call, according to the FactSet version, that Amnesty International is helping TENCENT to raise clicking rates-a scale of success for advertising online-to nearly 3 %. The company said this rises sharply from the clicking rate by 0.1 % for the banner ads historically, and about 1 % for feed ads.

JD.com said that marketing revenues increased by 15.7 % to 22.32 billion yuan per quarter, partially this rise to artificial intelligence tools.

Finally, Alibaba noted that the marketing revenues, which it calls “customer management”, grew by 12 % on an annual basis to approximately 10 billion dollars, in part due to the increase in the use of the company’s artificial intelligence tool, Quanzhaantui, to enhance the marketing efficiency of traders.