The spotlight is on! The earnings report season for chip giants has begun, will the U.S. stock market welcome a new wave of growth?

Taiwan Semiconductor's fourth quarter results and 2025 performance outlook were both significantly better than expected, and the positive performance outlook suggests optimistic growth momentum for AI Chips, as well as Global Semiconductor wafer fabrication equipment (WFE), testing equipment, and semiconductor materials suppliers.

Zhitong Finance18minutes ago

What should the market pay attention to on Trump’s "first day"? This is Morgan Stanley's investor advisory guide.

Morgan Stanley stated that there are two scenarios regarding tariffs: one is a baseline scenario where tariffs are announced quickly but implemented slowly, and the other is a possible accelerated implementation scenario. If the pace of tariff implementation exceeds market expectations, U.S. Treasury yields may rise, and the dollar may appreciate, especially against currencies such as the Canadian dollar and Mexican peso.

wallstreetcn17:54

Express News | U.S. media: Trump plans to release a memorandum related to trade policies but will not impose new tariffs on his first day in office.

Breakings31minutes ago

What exactly does Trump want to do? The Federal Reserve is also quite troubled!

As Federal Reserve officials rarely achieve their dual mandate, the aggressive Trump will complicate their work.

Golden10 Data20:59

The "Trump 2.0" storm is coming! Which Industries will take off, and which Industries will encounter a downturn?

Investors are preparing for a major policy shift.

Zhitong Finance20:59

Morgan Stanley predicts a surge in U.S. corporate profits this season, leaving European peers far behind.

JPMorgan strategists predict that in this Earnings Reports season, profit growth for companies in the USA may significantly exceed that of their counterparts in Europe.

Zhitong Finance19:31