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US stock market report – Dell & Peloton shares in focus

US stock markets all closed between 0.5% and 0.6% lower, led by the Nasdaq which was down 0.6%. It was a wait and see session ahead of Jerome Powell’s impending policy speech.

Markets also digested an unexpected bombing at Kabul airport, which saw increased volatility and a short-term spike in the gold price.

GDP confirmed, Dell delivers

On the positive side, GDP was confirmed at 6.6% and shares in Dell (NYSE: DELL) finished flat after a strong earnings result.

The group reported a 15% increase in sales, an acceleration of the April quarter, with product outperforming services, up 16%, as businesses ramp up their upgrades, whilst PC sales smashed expectations finishing 27% higher. Profits were 18% higher to US$1.8 billion.

Peloton reports

Treadmill and bike seller Peloton (NASDAQ: PTON), a huge beneficiary of lockdowns, fell 2% after flagging a significant slowdown in sales. The company reported a quarterly loss of US$313 million, showing the trends of yesterday are not guaranteed to continue.

US stock market movers

These US stocks were some of the biggest movers on Thursday:

  • Snowflake (NYSE: SNOW) up 7.6%
  • Etsy (NASDAQ: ETSY) up 5.1%
  • Crowdstrike (NASDAQ: CRWD) up 3.3%
  • Duolingo (NASDAQ: DUOL) down 5.8%
  • Autodesk (NASDAQ: ADSK) down 9.4%
  • Dollar Tree (NASDAQ: DLTR) down 12.1%

Back home on the ASX, the S&P/ASX 200 (ASX: XJO) is set to follow US markets lower at the open on FridayWesfarmers Ltd (ASX: WES) and NextDC Ltd (ASX: NXT) are gearing up to release results, as per Rask Media’s ASX reporting season calendar.

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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