Trump's call of "bottom-hunting" resonates with the US-UK trade agreement. How long can U.S. stocks run wild?
If the details of the agreement are not implemented as scheduled, subsequent differences will widen and the market may undergo a sharp reversal.
05-092.37w
US stock/Trump/Trade War
The Federal Reserve's first Beige Book under the impact of tariffs: 107 mentions of tariffs, downplaying the impact of inflation
The market is already betting that interest rate cuts will start in June, and a 50 basis point rate cut is expected throughout the year.
04-242.53w
Fed/Inflation/Rate Cut
Is the Fed's next step to raise interest rates?
At present, this expectation of raising interest rates is still a minority view, but the Fed has had precedents in the past for rapid changes in policy direction.
01-202.93w
Fed/Rate Hike/Inflation
Wealth Broker| The two major institutions are firmly optimistic about the prospects of banking stocks in 2025
Hedge funds significantly increased their investment in financial stocks in the third quarter of 4,
2024-12-303.13w
Wealth Broker
How to grasp the "Santa Claus market" in the US stock market in the short term?
This year's "Santa Claus market" seems to be delayed, which may have an impact on investors 'year-end strategies.
2024-12-243.00w
Wealth Broker
2024 US Presidential Election Finally Concluded, Trump’s Victory Clouds the Path for Fed Rate Cuts
The 2024 U.S. election has finally come to an end, and Trump's victory in the Federal Reserve's interest rate cut has clouded the road.
2024-11-073.38w
Trump/US Presidential Election/FED
Richard Yu: Breaking the History! Huawei Mate 70 Series Coming Soon!
Richard Yu announced on Weibo that Huawei Mate 70 series will be released soon, or equipped with a new Hongmeng operating system to enhance imaging and AI functions.
2024-11-043.31w
Huawei/Mate/Smart Phones
Alibaba YuanJing‘s Layoff: Tactical Adjustments Amid Fading Metaverse
It is reported that Alibaba's Metaverse team laid off a large number of employees and then adjusted the team's strategic focus to welcome the "dimensional universe era" after the Metaverse cools down.
2024-11-013.41w
Alibaba/Metaverse/AI
BYD's revenue exceeds Tesla's profits for the first time is still difficult to relax
BYD's revenue in the third quarter exceeded Tesla's for the first time, and the market sentiment is optimistic. However, the EU's imposition of high tariffs on imported electric vehicles from China has brought challenges to its overseas expansion.
2024-10-313.45w
BYD/Tesla/EVs
"Multi-Model Strategy" Era: GitHub Copilot Connects to Claude and Gemini
GitHub Copilot will integrate Anthropic and Google's top AI models, with OpenAI as the default option, allowing users to switch on demand.
2024-10-303.51w
Microsoft/OpenAI/Google
Farewell to Google and Microsoft: Meta Enters AI Search Engine Market
Meta is developing an AI search engine to reduce its dependence on Google and Microsoft and catch up with OpenAI's AI development progress.
2024-10-293.91w
Meta/Microsoft/Google
SK Hynix Q3 Gains Outstanding Results Profits and Revenue Both Hit New Highs
In the third quarter, SK Hynix's revenue and profits exceeded historical records. Company executives said that the market was "too early" to worry about the surplus of chips.
2024-10-243.31w
SK Hynix/Samsung/Chips
Legal Dispute Escalates: ARM Cancels Qualcomm Chip Design License
ARM plans to cancel its chip design license agreement with its long-time partner Qualcomm and has given Qualcomm a 60-day notice.
2024-10-233.24w
Qualcomm/ARM/AI
Microsoft Takes on Salesforce Through 10 New AI Agents and Self-Building AI Agents
Starting in November, Microsoft will allow customers to independently create AI agents in Copilot Studio.
2024-10-223.38w
Microsoft/AI/Copilot
Zuckberg's "Year of Efficiency": Meta Meets Layoff Across Multiple Departments
Meta is said to have begun laying off employees in several key departments such as WhatsApp, Instagram and Reality Labs, and some lower-priority projects have also been cancelled.
2024-10-173.22w
Meta/Mark Zuckberg/Layoff
X86‘s New Dawn: Intel and AMD Rarely Unite Against ARM
Intel and AMD announce the joint establishment of an X86 Ecosystem Advisory Group to enhance the compatibility and consistency of the X86 architecture in response to challenges from ARM chips.
2024-10-163.33w
Intel/AMD/ARM
Amid Financial and Reputation Crisis, Boeing Declares Layoff Plan
Boeing's internal memo shows that the company will cut 10 per cent of its workforce, or about 17,000 people, globally in the coming months.
2024-10-143.38w
Boeing/Layoffs/Research Reports
OpenAI Forecasted to be Profitable Until 2029
OpenAI doesn’t expect to achieve annual profitability until 2029, but could post annual losses of as much as $14 billion in 2026, according to financial documents.
2024-10-103.59w
OpenAI/Microsoft/AI
U.S. Court Forces Google to Keep "Doors Wide Open"
On October 7, Judicial Council of California ruled that Google must open its Google Play Store to competitors starting November 1, 2024, for a period of three years, and must not engage in any anti-competitive behavior.
2024-10-083.28w
Google/Antitrust/Google Play Store
NVIDIA H20 Breaks Supply Chinese Manufacturer, CEO Jensen Huang Cashes Out Over $700m
Nvidia declined to respond to the news of the H20 break, and its CEO Huang Renxun has completed the "reduction plan" to become the company's largest individual shareholder.。
2024-09-253.59w
nvidia/Chips/AI
Anthropic's New Financing Valuation at Nearly $40bn!
AI startup Anthropic has begun talks with investors about a new round of funding that could reach a valuation of $30 billion to $40 billion.
2024-09-243.36w
Anthropic/OpenAI/AI
Amazon Launched AI Assistant "Amelia" to AccelerateE-Commerce Automization
Amazon launched a generative AI assistant called "Amelia" for platform merchants, hoping to increase the level of automation in its e-commerce business.
2024-09-203.62w
Amazon/AI/E-Commerce
Full plus code instant retail: Jingdong buys all of Wal-Mart's shares in Dada
It is reported that JD.com has acquired all of Dada’s shares held by Walmart, and its shareholding ratio has increased to 63.2%.
2024-09-193.52w
JD.com/Dada/Walmart
ByteDance Denies Coorperation with TSMC on AI Chip Manufacture
Foreign media reported that ByteDance plans to cooperate with TSMC to begin mass production of its two self-developed AI chips based on the 5nm process by 2026, but ByteDance officials responded that the report was untrue.
2024-09-183.51w
ByteDance/TSMC/nvidia
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