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US stock market report – PayPal & US tech shares in focus

Applications for unemployment benefits across the US hit another pandemic low last week as the economy continued to reopen.

The good news sent markets higher across the board, with the Dow Jones up 0.9%, the S&P 500 up 0.8% and the Nasdaq continuing to struggle, adding just 0.4%.

The Biden Administration also confirmed that they would keep in place curbs on Chinese companies’ ability to accept US capital, a Trump era policy.

PayPal driving innovation

Digital payments processor PayPal (NASDAQ: PYPL) surged after announcing record transaction levels of US$285 billion in the first quarter, up 50%.

This was driven by a 4% increase in active accounts to 392 million, which powered a 31% increase in revenue to US$6 billion.

The firm is benefitting from the stickiness of online sales, now expecting 52-55 million new accounts in FY21, and revenue to climb 20% to US$26 billion for the year.

The company recently expanded into new revenue streams, allowing users to buy and sell with crypto currencies and has announced an aggressive expansion of its BNPL facility.

US stock market movers

Despite the Nasdaq finishing the day higher, high-growth tech shares trading on loftier valuations tumbled as the heights of earnings season draw to a close.

  • MercadoLibre (NASDAQ: MELI) fell 5.5%
  • Datadog (NASDAQ: DDOG) fell 7.0%
  • Uber (NYSE: UBER) fell 8.9%
  • Twilio (NASDAQ: TWLO) fell 9.4%
  • Cloudflare (NASDAQ: NET) fell 12.6%
  • Etsy (NASDAQ: ETSY) fell 14.6%
  • Fastly (NASDAQ: FSLY) fell 27.1%

In more positive news, these US stocks posted healthy gains overnight.

Back home on the ASX, the S&P/ASX 200 (ASX: XJO) is set to follow US markets higher at the open this morning. For all the latest, check out Rask Media’s ASX 200 morning report.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

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At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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