Foxconn and nvidia are building the world's largest GB200 production plant in Mexico.
①Hon Hai Group executive revealed on Tuesday (October 8) that the company is building the world's largest nvidia GB200 manufacturing plant; ②Hon Hai Cloud Enterprise Solutions Vice President Benjamin Ting pointed out that there is a huge demand from the outside world for the nvidia Blackwell platform.
The three heads of the Federal Reserve: A soft landing for the US economy can be expected, supporting a 25 basis point rate cut.
New York Fed President Williams stated that the US economy remains healthy and strong, and this year's two more 25 basis point rate cuts are a "very good fundamental situation".
Tesla's Former Head Of Vehicle Programs Who Left On The Heels Of Mass Layoff Joins Waymo
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Google Play Store's doors forced open! US judge rules no restrictions on competition for three years.
①Google's profitable cash cow business is undergoing a crucial transformation as a federal judge in the USA ruled that Google cannot restrict its competitors from competing with Google Play Store; ②According to the ruling, in the next three years, Google will not be able to exchange commissions or revenue sharing for other companies not developing app stores, or make commitments for Google to exclusively distribute applications; ③Analysts point out that this will greatly promote the rise of the Android app store.
Is it said that Musk plans to do more campaigning for Trump in Pennsylvania, often referred to as the key to national elections?
According to media reports on Monday quoting sources, the world's richest person and tesla CEO Elon Musk plans to engage in more campaign activities for Republican presidential candidate Trump in Pennsylvania; Pennsylvania is considered the key battleground state for Trump and his Democratic opponent, Vice President Kamala Harris, competing for the presidency, and may ultimately determine the winner of the election.
Market refocuses on usa CPI! Will it determine whether the Fed will hit the "pause button" on rate cuts?
If the September CPI data in the USA is very strong, the rate cut in November will become "uncertain".
Elon Musk Says Billionaires Supporting Kamala Harris Are Scared Epstein List Will Be Made Public If Trump Returns To Power — Bill Gates Will Be Nervous
"Apple AI" failed in its debut? Stock rating lowered, iPhone 16 demand flashing red light......
①Jefferies Financial believes that investors' expectations for the latest iPhone from Apple are too optimistic; ②The bank has downgraded Apple's rating from "buy" to "hold", and set the target price at $205.
"Hot non-farm payroll data suppresses the market's expectation of a rate cut by the Federal Reserve, and the 'global assets pricing anchor' returns to 4%."
The probability of the Fed cutting interest rates by 50 basis points has plummeted, leading to intensified selling of U.S. Treasury bonds, pushing the 10-year U.S. Treasury yield to break through the important 4% level; the market bets that the interest rate cut before the end of the year will be less than 50 basis points.
Google suffered a heavy blow in the antitrust case, and its dominant position in the Android app market may be overturned.
A US judge issued a permanent injunction forcing Google to provide an alternative to the Google Play Store for Android phone users to download applications. Google will also be prohibited from paying fees to companies or sharing revenue in exchange for not competing with Google's app store. Alphabet, Google's parent company, saw its stock price drop over 2.4%, dragging down the large cap stocks significantly after the midday break. Analysts say that the latest ruling may accelerate the weakening of Google and Apple's control over the app store.
Futu Morning Post | Breaking news! The State Council Information Office will hold a press conference at 10 a.m. today, A-shares will open today; join the call on the Chinese stock market! Citigroup: There is still huge room for growth.
Overseas investors are pouring into Chinese stocks, with related funds attracting billions of dollars to set a new record; senior officials of the Federal Reserve temporarily withhold buying, eye-catching non-farm payroll data: overall risk balance slightly leaning towards labor market facing headwinds.
10/8 [Strength and Weakness Analysis]
[Bullish and Bearish Factors] Bullish factors: Nikkei Average is rising (39,332.74, +697.12), US crude oil futures are rising (77.14, +2.76), Expectation of easing inflation in the US, active share buybacks, request from the Tokyo Stock Exchange for enhancing corporate value. Bearish factors: NY Dow is falling (41,954.24, -398.51), Nasdaq Composite Index is falling (17,923.90, -213.94), $1 = 148.00-10 yen, Chicago Nikkei futures are falling (38,915, Osaka comparison -455).
AI industry focuses on the future: Huang Renxun's CES grand show scheduled, super micro computer liquid cooling good news boosts stock price
CES officially announced that Jensen Huang will deliver a keynote speech on January 6, 2025. Market expectations are high that nvidia's Blackwell architecture desktop GPU will be launched in the coming months.
Jefferies downgraded apple's rating, stating that investors are too optimistic about AI phones, and apple's stock price fell by 2.25%.
Jefferies analyst believes that the market's expectations for Apple's AI phone are too high, downgrading Apple's rating from buy to hold, resulting in a 2.25% drop in Apple's stock price. Previously, the market believed that AI functionality would drive consumer upgrades to phones, reaccelerating Apple's revenue growth. Driven by this optimistic sentiment, Apple's stock price rose by about 36% from its April low.
US stocks closed with the three major indices falling by about 1%, while nvidia rose over 2% against the market; Chinese concept stocks index saw a "V"-shaped reversal, with Li Auto rising by over 4%.
The only remaining Wall Street giant Citigroup, which still expects a 50 basis point rate cut in November, has also thrown in the towel. The market has reduced the Fed rate cut expectations to less than 50 basis points by the end of the year.
The EV Evolution Goes On With New Developments
Express News | The probability of the Fed cutting interest rates by 25 basis points in November is 86.3%. The probability of not cutting interest rates has risen to 13.7%.
There is almost no sign of slowing down. The bull market in US stocks will celebrate its second anniversary!
The bull market in the US stock market is about to celebrate its two-year anniversary, marking the latest milestone of this round of rebound. This rebound has exceeded almost everyone's expectations, except for the most optimistic investors on Wall Street.
Warren Buffett Vs. Elon Musk: Did Geico Cut Insurance Coverage On Cybertrucks For Not Meeting 'Underwriting Guidelines'?