Trump's "Golden Era" promises have lost their appeal! The "New Federal Reserve News Agency": USA corporate CEOs have shifted from euphoria to anxiety within a month.

Reports indicate that CEOs who cheered for Trump's tax cuts and deregulation measures last year are increasingly pessimistic, although many remain reluctant to express their opinions for fear of public criticism from the government. Powell mentioned "tariff inflation" five times in his press conference last week, which means that any rise in prices this year will be attributed to the White House's policies rather than underlying economic conditions.

wallstreetcn07:44

Is Wall Street "agreeing to short together"? Barclays: The current AI computing power seems sufficient to meet the demand.

Barclays pointed out that by 2025, the AI Industry will have enough computing power to support between 1.5 billion and 22 billion AI Agents. The AI Industry needs to shift from 'meaningless benchmark tests' to the practical deployment of Agent products, with low inference costs being key to profitability, and open-source models will reduce costs. Although it seems that computing power is sufficient, there is still a gap in dedicated computing power for efficient and low-cost Agent products.

wallstreetcn5minutes ago

U.S. senators warn that Federal Reserve Chairman Powell could be fired by Trump, criticizing Trump's actions as "lawless".

USA Democratic Senator Elizabeth Warren warned that Federal Reserve Chairman Powell might be fired by President Trump.

Zhitong Finance21minutes ago

Futu Morning Report | Trump officially announced: A 25% tariff on Autos not made in the USA; Alibaba caused a stir late at night! Released the next generation end-to-end flagship model Qwen2.5-Omni.

After Trump announced the Autos tariffs, traditional automakers generally fell in after-hours trading. Trump stated that the Autos tariffs would be permanent, and there would be no tariffs if Autos are manufactured in the USA; he also mentioned that the USA would impose tariffs on lumber and pharmaceuticals.

Futu News08:18

There are also Federal Reserve officials and Powell singing a different tune: the impact of tariffs on inflation may not be temporary, and attention is drawn to inflation expectations.

St. Louis Federal Reserve President Bullard stated that he would be cautious about the belief that the impact of tariff increases on inflation is entirely temporary, or that the idea of a completely transparent strategy is appropriate.

wallstreetcn07:30

Top 20 transaction amounts | Tesla dropped over 5%, facing dual sanctions from Canada; chip stocks fell together, NVIDIA dropped nearly 6%.

Ranked 3rd, Meta Platforms closed down 2.45%, with a transaction volume of 7.765 billion dollars. Ranked 6th, Amazon closed down 2.23%, with a transaction volume of 6.66 billion dollars. Ranked 7th, Microsoft closed down 1.31%, with a transaction volume of 6.307 billion dollars.

Sina US Stocks07:24