Powell: The economy is stronger than expected, the Federal Reserve can be "a bit more cautious" about cutting interest rates, and the Trump administration cannot set up a shadow Federal Reserve chair.
Powell stated that economic growth is stronger than expected at the time of the Federal Reserve's first rate cut in September, and there is no reason not to remain strong. Inflation has slightly increased, so the Fed can be more cautious regarding rate cuts while searching for a neutral interest rate level. There are no concerns about losing the Fed's independence, and there is confidence in maintaining good relations with the Trump administration. It is currently too early to determine the impact of Trump's tariffs and other policies on the economy and interest rate outlook.
The annual "big reshuffling" of the Nasdaq 100 is about to begin! Who is expected to join, and who will be eliminated?
This year's potential high-flying stocks like palantir, MSTR and more are expected to be included.
The "largest cloud manufacturer" clearly articulated the global strategy for AI: whether it is large models or chips, they will be options rather than the core.
AWS is betting on the 'productization of generative AI', taking products and services as the core of development, building a more user-friendly and accessible platform, reducing the threshold for users to use AI. In the future, the importance of large models will also gradually decrease, and models for different purposes will not differ much for users.
China restricts the export of rare metals, what does this mean for US chip stocks?
According to the estimates of the United States Geological Survey, if China completely bans the export of gallium and germanium, it may cause a loss of 3.4 billion US dollars to the USA GDP, with the semiconductor infrastructure industry accounting for over 40% of the net loss.
After bitcoin broke through $0.1 million, will MSTR be included in the Nasdaq? We will find out next week.
MicroStrategy is expected to be included in the Nasdaq 100 Index, thus entering the world's largest ETF: QQQ, which will significantly boost MSTR's stock price. However, some analysts argue that although MSTR currently meets the inclusion criteria, its bitcoin acquisition strategy may make the Nasdaq committee hesitant to classify it as a non-financial company. In any case, let's wait and see on December 13th.
OpenAI is throwing a "big surprise"? It has started a 12-day "shipmas" featuring new functionalities, products, and demonstrations.
OpenAI plans to start a 12-day "shipmas" event on December 5, featuring new functionalities, new products, and demonstrations. Sources familiar with OpenAI's plans have revealed that these announcements will include the long-awaited text-to-video AI tool Sora and a new inference model.
The giants are high-profile in giving out money, the AI arms race is in full swing, US chip stocks are all rising, is it likely to spark a new round of AI market?
The competition among technology giants for AI hardware has intensified. This week, amazon announced plans to build the world's largest AI computing cluster, followed by meta's announcement of a $10 billion AI datacenter, and news from xAI, owned by Musk, about its plan to expand its supercomputer project tenfold...
MicroStrategy, UnitedHealth Group, SoundHound, SentinelOne, Tesla: Why These 5 Stocks Are On Investors' Radars Today
1 million GPUs! Musk wants to expand the Colossus AI supercomputing cluster tenfold, continuing the AI infrastructure arms race.
The investment required for the expansion of Colossus is expected to reach hundreds of billions of dollars, while also incurring quite high costs for construction, power supply, and cooling. However, xAI has raised approximately $11 billion from investors so far this year.
Federal Reserve official Daly: There is no urgency for a rate cut!
San Francisco Federal Reserve President Daly stated that there is indeed a need to continue adjusting policies cautiously, but there is no sense of urgency. Previously, Federal Reserve Chairman Powell hinted that interest rate cuts could be made more gradually.
Futu Morning Report | Optimistic sentiment is rising again! The three major U.S. stock indexes have all reached new highs; bullish financial reports for AI applications and chip stocks are driving an investment boom, with marvell technology soaring over 2
Powell: The economy is stronger than expected, the Federal Reserve can lower interest rates "more cautiously", and the Trump administration cannot appoint a shadow Fed chair; Trump nominates crypto-friendly Paul Atkins to be the SEC chair.
The beige book reveals concerns beneath the shiny surface of the usa economy: consumers are becoming increasingly sensitive to prices.
The economic growth expectations in most regions are "moderately rising"; the Federal Reserve pointed out that consumer price sensitivity has further increased.
US Stock Markets Surge To Record Highs As Tech Shares Lead Rally
Federal Reserve Beige Book: Economic activity has slightly increased in most regions of the usa, and businesses are more optimistic about future demand.
The Federal Reserve stated in the Beige Book that economic activity in most parts of the usa has seen "slight growth", growth expectations are moderately increasing, employment levels remain steady or only slightly increased, and consumer spending overall remains stable.
US stocks closed | Technology stocks boost the three major indexes to new highs! Marvell technology soared more than 23% after performance, Salesforce rose nearly 11%
The Nasdaq and chip index rose more than 1%, the small cap index reversed to a decline at one point, Meta, netflix, amazon, apple, and walmart all reached new highs, nvidia rose 3.5%, eli lilly and co peaked at 4%, the China concept index fell 2% at one point, and south korea etf, French stocks, and French bonds all closed higher.
Next year, the ticket committee and the St. Louis Federal Reserve Chair: the rate cut might be paused as early as this month.
Musalem indicated that in the context of inflation being higher than expected and concerns about the labor market easing, it may be time for policymakers to slow down the pace of interest rate cuts, with a possible pause in cuts as early as this month, ultimately depending on economic data.
U.S. stocks closed: all three major indexes hit new highs as Trump ignited a cryptos frenzy, while AI applications and the chip sector showed more bullish earnings reports.
1. Jerome Powell's wording was "just right", and the Dow Jones Industrial Average closed above 45,000 points for the first time in history; 2. AI applications and chip sectors once again showed bullish financial report news; 3. The CEO of the largest health insurance company in the usa was assassinated on the street; 4. Trump nominated an SEC chairman with a pro-cryptos stance.
SonarX Partners With Amazon To Integrate On-Chain Datasets Into AWS
QQQ ETF Climbs 1.2%
Invesco QQQ Trust Options Spot-On: On December 4th, 4.06 Million Contracts Were Traded, With 9.82 Million Open Interest
On December 4th ET, $Invesco QQQ Trust(QQQ.US)$ had active options trading, with a total trading volume of 4.06 million options for the day, of which put options accounted for 55.64% of the total