"Reflation" has become a new core narrative! Goldman Sachs: Global asset allocation needs to be adjusted, leaning towards growth pricing.
Goldman Sachs believes that in the 're-inflation' environment, the market may prefer assets that benefit from economic recovery and rising inflation. Goldman Sachs has an optimistic outlook on the return of risk assets in the next year, believing that investors should increase their investments in stocks and crediting in the short term.
Amazon Strikes at Nvidia's Stronghold Through Databricks Deal, Cutting AI Costs by 40%
Broadcom And T-Systems Boost Alliance To Drive AI, Cyber Resilience, And Cloud Sovereignty
Nvidia, Other AI-exposed Stocks, Lead Semis Into Q3 Earnings: Oppenheimer
Shares of Chip Stocks Are Trading Lower in Sympathy With ASML, Which Fell After Issuing Soft Guidance. Some Stocks in the Sector May Also Be Down on Reports Indicating the US Is Discussing Curbing Chip Exports to Some Countries.
US stock market early trading | The three major indexes fell together, chip stocks generally declined, NVIDIA and AMD both dropped more than 3%; UnitedHealth fell more than 8%, 2025 fiscal year guidance below expectations.
As of press time, the Dow Jones fell by 0.50%; the Nasdaq rose by 0.20%; the s&p 500 index rose by 0.09%.
Benzinga Market Summary: Oil Falls After Israel Reportedly Suggested It Wouldn't Plan To Strike Iranian Oil Targets, Healthcare Stocks Fall After Q3 Earnings From UnitedHealth, Biden Administration Reportedly Discusses Curbing Chip Exports To Some...
Evercore ISI Is Bullish on QQQ and SMH, Thanks in Large Part to Shares of Nvidia
AMD Likely to Reach Q3 Expectations on Rising Data Center, AI: Oppenheimer
Apollo's CEO: The past 15 years of good fortune in the global asset management industry has come to an end, and in the future, we need to seize these four huge opportunities.
Marc Rowan said that in the past fifteen years, Apollo's management assets have grown 16 to 17 times, actually surpassing apple and microsoft. However, the good luck of the past 15 years has ended, and the future needs to seize four huge opportunities - global industrial revival, huge capital demand of global large companies, a large demand for fixed income in the retirement market, and a rethink of the public offering and private equity markets.
"Trump Organization" stock price rose in pre-market trading, with mixed movements in the three major US stock index futures. | Highlights tonight
①Trump Media Technology Group rose nearly 9% pre-market; ②Alibaba dropped over 4%, jd.com dropped over 6%; ③Wolfspeed plans to receive a $0.75 billion funding from the US Department of Commerce; ④Eli Lilly and Co. is establishing the China Medical Innovation Center and Innovation Incubator in Beijing.
Nvidia, PayPal, United Rentals And An Energy Stock On CNBC's 'Final Trades'
Amazon, Databricks Sign Deal for AI Chips: Report
US stock market preview | Banks' performance is intensively released! Goldman Sachs, Bank of America pre-market rise by more than 2%; Trump's trade 'comeback', Trump media technology surges over 11%
Investor optimism has seen its biggest increase since June 2020, but Bank of America has once again issued a "sell" signal; Is "Trump 2.0" unfavorable to the USA? Polls: Inflation, deficits, and interest rates will all be higher than Harris.
Junee Limited's ASPAC AI Computing Subsidiary Enters Customer Purchase Agreement With PanaAI Technology; PanAI Will Supply ASPAC With Computing Resources, Data Infrastructure, Networking Products And Nvidia H200 GPU Servers
Deutsche Telekom's T-Systems Expands Partnership With Broadcom, Achieves Pinnacle Tier Status As VMware Cloud Service Provider, Offering Broader Availability Of VMware Services Worldwide
Wall Street On Edge As Nasdaq Nears Record High, Oil Prices Plummet: Strategist Says There's Opportunity If Resilience Continues
New York Times Sends AI Startup Perplexity 'Cease and Desist' Notice Over Content Use - Report
"Trump 2.0" unfavorable to the usa? Polls: Inflation, deficit, and interest rates are all expected to be higher than Harris.
1. The latest polls show that most economists believe that inflation, deficits, and interest rates under the "Trump 2.0" scenario will be higher than Harris'; 2. At the same time, Trump and Harris are still neck and neck in the polls, evenly matched.
Wolfspeed to Get up to $750M in Proposed CHIPS Act Funding