Bill Gross: Stay cautious of Wall Street's exuberant sentiment, and tend to invest more in defensive assets.
Grosz stated that while following the market trend, he also remains vigilant about factors that may end this frenzy.
TikTok is getting closer to the deadline of "no sale, no ban" in the usa. What will be the next steps?
1. The United States Federal Court of Appeals rejected TikTok's legal challenge, upheld the 'sell or ban' law, ruling that the law did not violate the constitution; 2. TikTok and its parent company ByteDance may appeal to the Supreme Court next; 3. Another uncertain factor going forward is President-elect Donald Trump, who may urge Congress to repeal the law or promote TikTok's acquisition trade.
Many high-ranking officials of the Federal Reserve support cautious rate cuts, with hawkish board members saying that inflation progress seems to have stalled.
Several senior officials of the Federal Reserve have indicated a tendency towards cautious interest rate cuts. Federal Reserve hawkish official, Governor Bauman, stated that inflation seems to have stagnated, still considering inflation more worrisome than the labor market. Next year's voting committee member and Chicago Fed President Goolsbee stated hopes that by the end of next year, the Fed could be close to the "endpoint" of interest rate policy. Cleveland Fed President mentioned nearing or reaching the point of slowing interest rate cuts. San Francisco Fed President emphasized the need for cautious decision-making in the face of uncertainty, advocating for a gradual approach to interest rate policy actions.
Goldman Sachs warns! Unprecedented phenomenon in the US derivatives market.
The demand for leverage in US stocks is soaring, while the cost of portfolio protection is at a historically low level that is difficult to come by in a generation.
Could Trump pose a risk to the financial system? U.S. Treasury Secretary Yellen warns of this possibility.
① The USA Treasury Secretary Yellen expressed concerns that President Trump may once again weaken the Financial Stability Oversight Council (FSOC); ② she criticized Trump for having weakened the council during his first term, while in contrast, the Biden administration has reinvested to strengthen its functions; ③ Recently, FSOC warned in its annual report that commercial real estate, private crediting, and cryptos pose potential risks to the USA financial system.
Weekend reading | Three leadership changes in six years, what can save intel?
Who can save intel and bring this iconic Silicon Valley company back on track? What will happen to intel's chip foundry business in the future?
Next week's adjustment of the Nasdaq Composite Index constituents is attracting attention: popular stocks like palantir, MSTR, and Coinbase may be included.
Unlike the s&p 500 index, which uses multidimensional evaluation criteria such as market cap, profitability, and industry classification, the constituents of the Nasdaq index are primarily adjusted based on market cap performance.
Weekend Reading | Breaking! Full text of the latest interview with OpenAI CEO: 12 product launch events in 12 days, the prototype of "super asia vets" will shock 2025.
Starting tomorrow, OpenAI will consecutively release new products and demos online for 12 days, some are important releases and some are small surprises.
TSLA Stock Rally Since Trump Win Has This Analyst 'Cautious' About EV Giant's Prospects Even As He Maintains 'Very Bullish' Outlook: Here's Why
Meta Announces Llama 3.3 70B That Outperforms OpenAI's GPT-4o, Google's Gemini, and Amazon's AI Models
Tesla investor conference: New car models will be launched in the first half of next year, with a full-year sales growth target of 20-30%. Computing power will significantly boost FSD, and there are no competitors for autonomous driving in Europe and the
Tesla reiterated that the sales growth target for 2025 is 20-30%, and this growth is based on maximizing the utilization of existing production capacity. The significant improvements in FSD over the past year are attributed to an increase in training computing power, which rose from 20,000 GPUs to about 90,000 GPUs in just 10 months.
SMCI Stock Surges 9% In After-Market Hours As Company Gets Extension To File Annual Report
The competitors of nvidia have really emerged!
Reasoning calculation becomes the breakthrough, cost-effectiveness advantage is key.
Taobao is going to compete with pdd holdings for young people.
Turn.
In the cryptocurrency market, soaring prices and numerous speculative stocks lead to the defeat of short-sellers. Bond king Bill Gross advises against gambling, suggesting to buy high-dividend defensive stocks.
The "Debt King" provided two investment recommendations: 1. Buy high dividend stocks, especially MLPs with a yield of 7-8%; 2. Allocate to bank stocks, as they are a stable investment choice when market momentum changes.
The usa Court of Appeals upheld the "ban if not sold" law regarding TikTok, Zhou Shouzi: will appeal to the Supreme Court.
① TikTok's CEO Shouzi Zhou stated in an internal memorandum that TikTok will seek a temporary injunction to block the implementation of the law. ② An insider from ByteDance revealed to the Star Daily that the company will firmly appeal to the Supreme Court.
Wall Street comments on non-farm payrolls: insufficient to influence the Federal Reserve's interest rate cut this month, next week's inflation data will become the focus of attention.
Most Wall Street analysts indicate that the employment data in November is insufficient to change the expectations for the Federal Reserve to cut interest rates this month. As the labor market stabilizes, next week’s inflation data may have a greater impact on the Federal Reserve. Analysts believe that the Federal Reserve will pause interest rate cuts in early next year to observe the policies of the new U.S. government.
Tesla To Rely On Pre-Assembled Superchargers To Keep Up Deployment In Nordic Winters, Says Exec
Gurman predicts a "revolutionary" breakthrough for Apple, with the release of a self-developed modem chip next year.
① Apple plans to replace Qualcomm products with its own developed cellular modem chip, internally named "Sinope," which is expected to debut in the spring of next year, applied to the iPhone SE series. ② After years of research and development and investing billions of dollars, Apple aims to surpass Qualcomm technically by 2027.
After the non-farm payroll report was released, the FOMC members stepped in to "manage expectations": the Federal Reserve is at or near a point of slowing down interest rate cuts.
In 2024, FOMC voting member Harker stated that the Federal Reserve is "at or near" the point of slowing down interest rate cuts; Federal Reserve hawkish official and board member Bowman, who has permanent voting rights during her term, indicated that progress on inflation seems to have stagnated and still believes that inflation is more concerning than the labor market.