Dầu vượt $100, áp lực toàn cầu. Phố Wall lao dốc mạnh. TSLA hết hy vọng? Quốc phòng?

Join Diamond & Diamond Plus membership on Patreon via this link:   / lamgiauomy   New link to join Discord for Diamond Plus:   / discord   Lam Giau O My Channel:    / @lamgiauomy   Pho Wall 360 Channel:    / @phowall360   Email registration website: https://nvcsm-newsletter.beehiiv.com/ Facebook group page:   / 918838006468738   The US stock market closed the trading session in extreme panic as the Nasdaq index plummeted more than 500 points, marking a devastating sell-off targeting large-cap technology (Big Tech) companies. Alphabet (Google) and Tesla's "Judgment Hour" has turned into a disaster! Despite strong business results, Alphabet's increase in AI spending forecasts to $205 billion and its first-ever negative free cash flow has triggered a sell-off from the AI ​​dream. Tesla plummeted 15% as cash flow dried up due to its "burning money" on Robotaxi and Optimus. Even "chip king" Nvidia was affected as the market began to fear investments with uncertain returns. In addition, Wall Street is facing some of the most terrifying macroeconomic earthquakes: Expanding conflict: The US-Iran conflict pushed Brent crude oil prices above $100/barrel! The crisis is not only in the Strait of Hormuz but has spread to the Red Sea, cutting off the global energy lifeline. Bond yields soared: Reaching an 18-month high (4.7%), directly threatening inflation and extinguishing hopes of a Fed interest rate cut. The Chip Group Divergence: Intel and AMD surge ahead with new architectures (Helios), directly challenging Nvidia's dominant position. Defense stocks (Lockheed Martin, RTX) emerge as the brightest stars amidst the storm thanks to record-breaking arms contracts. Let's join Cafe Pho Wall in dissecting financial reports and finding survival strategies in this volatile era! MAIN CONTENT (AGENDA) Introduction & Part 1: Wall Street in the Red: Nasdaq loses over 2% (falls below 25,000 points). The sell-off targets Big Tech and massive AI investment spending. Part 2: Financial Report Disaster: Alphabet collapses 7.1% due to negative free cash flow; Tesla plunges 15% due to plans to "burn money" on Robotaxi and Optimus. Intel bucks the storm with a 10% increase. Part 3: Global Energy Crisis: Brent crude oil prices surpass $100/barrel due to escalating conflict from the Strait of Hormuz to the Red Sea. 10-year bond yields hit 4.7%. Part 4: Strong Labor Data: Lowest unemployment claims since 1969 prevent the Fed from lowering interest rates. Part 5: AMD Challenges Nvidia: Launches Helios system combining Instinct MI455X GPU and Epyc CPU, directly challenging the Vera Rubin architecture. Nvidia falls 1.6%. Part 6: Defense Sector (Lockheed Martin, RTX) Boosts Better-Than-Expected Earnings and Record Orders Amid Geopolitical Tensions. Part 7: $1 Trillion "Basis Trade" Loses Momentum. How Are Hedge Funds' Strategies Changing in the Bond Market? Part 8 & Conclusion: Midterm Elections and Investment Opportunities: Short-Term Volatility and the Shift of Capital Towards Specialized Memory Chips (Micron, SK Hynix). WHAT DO YOU THINK? 💬 Do you think the collapse of Tesla and Alphabet is the beginning of the "AI Bubble" bursting, or just an opportunity to buy at the bottom? Will oil prices exceeding $100/barrel force the Fed to raise interest rates again this year? Leave a comment! Thank you for watching! Don't forget to Subscribe to the Channel & Turn on the Bell 🔔 to stay updated with the most in-depth market analysis every day with Cafe Phố Wall. #CafePhoWall #NasdaqSap #BigTech #AlphabetGoogle #Tesla #Nvidia #GiaDauBrent #EoBienHormuz #BienDo #FedLaiSuat #CoPhieuChip #Intel #AMDHelios #LockheedMartin #DauTu2026 #ChungKhanMy