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Blue Whale Growth Cuts Stakes in Some Magnificent Seven Companies: Report
Google Willow, Nvidia's China Troubles, Trump On AI, And More: This Week In Artificial Intelligence
Tesla, Alphabet And Broadcom Are Among Top Large Cap Gainers Last Week (December 9-13): Are The Others In Your Portfolio?
Broadcom, Workday, Monday.com Among William Blair's Top 2025 Picks
Weekly Outlook | The Federal Reserve takes the lead as the last "Central Bank Super Week" of the year is approaching; China's economic data for November and important inflation data from the USA will soon be revealed.
Currently, the market widely anticipates that the Federal Reserve has a high probability of lowering interest rates by 25 basis points in December, reaching as high as 97%. However, due to stronger data in November, the risk of the Federal Reserve pausing interest rate cuts in early 2025 has increased, making Powell's post-meeting remarks and the latest economic forecasts crucial.
2nm, is the winner already determined?
Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.