Goldman Sees S&P 500 Companies Accelerating Cash Spending by 11% in 2025
Fed's Powell: Supports "gradual" rate cuts, no reason to stop shrinking the balance sheet.
①Logan stated that due to various uncertainties in the economic environment, the Federal Reserve should remain cautious in cutting interest rates, and she supports adopting a "gradual" approach to rate cuts; ②Currently, liquidity in the market is still "very ample," and there is no need to stop balance sheet reduction quickly.
taiwan semiconductor's strong performance once again ignites the AI craze! Will the AI sector usher in a new round of uptrend?
Wedbush analyst believes that with the establishment of the next generation ai infrastructure, by 2027, the size of the entire ai infrastructure market dominated by nvidia's AI GPU may increase significantly by 10 times. It is estimated that capital expenditures in the field of ai will reach 1 trillion US dollars in the next three years.
Buy ahead of time in 2016? Benefiting from the 'Trump trade,' assets are outpacing the market, but this time 'it's somewhat different.'
Republican presidential candidate Trump's polls are reversing, and the 'winning odds' are gradually increasing. A Merrill Lynch strategist pointed out that investors seem to be rushing to allocate to symbols that performed well after Trump's victory in 2016. What inspiration does this have for investment?
Year-end U.S. stock market rally approaching? Overly cautious investors may miss out on a good opportunity.
Investors who are highly concerned about potential risks in the coming weeks may be caught off guard if the most worrisome scenario does not materialize.
Novo Nordisk Semaglutide Cut Cardio Risks by 14% in Diabetics: Study
Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
US stock early trading | The three major indexes show divergent trends, with nvidia's stock price up more than 2%, reaching a historical high; nuclear power stocks, donald trump concept stocks, etc., continue to rise, Oklo soaring over 13%, DJT up nearly
The market continues to focus on the US stock market's financial reports, in order to further determine the economic situation of the USA. The president of the Dallas Federal Reserve expressed support for a 'gradual' interest rate cut, stating that loose policies would help prevent excessive cooling of the job market.
Q3 Earnings Season 'off to a Good Start' as Profits, Revenue Rise, Oppenheimer Says
Trump's election as a certainty? How to outpace the allocation of major asset classes
If Trump is re-elected this time, Trump's trade will make a comeback, and the impact on A-shares will be similar, initially low and then high.
Lumen Technologies AI Partnership With Meta Shouldn't Move Stock: Raymond James
Investors are turning to bonds as Goldman Sachs is bearish on future returns of US stocks!
FX168 Financial News Agency (North America) - On Monday, October 21st, Goldman Sachs strategists stated that due to investors shifting towards bonds and other assets in search of better returns, the US stock market is unlikely to sustain its performance above the average level of the past decade.
microsoft, blockbuster!
microsoft plans to allow enterprises to create autonomous ai agents in its Copilot Studio platform starting next month, in order to counterattack Salesforce.
Apple's iPhone 16 Availability Tracker Shows Improving Demand: J.P. Morgan; iOS 18.1 to Roll Out Next Week
In addition to the 'animal spirits,' what else does the US stock market need to continue rising?
Fluctuations in consumer sentiment and high valuations imply that the risks of US stocks will rise in the remaining time of this year. Investors should pay attention to whether analysts' forecasts for 2025 earnings are rising or falling.
Microsoft, Salesforce Battle Heats Up As AI Agent Technology Takes Center Stage
Warren Buffett May Have Missed Out On $23M Worth Of Profits After Selling Apple Stocks: Report
Fed's Logan Says Plenty Of Healthy Banks Tap Discount Window When Needed; Treasury Market Resilience Is 'Key Focus' Of Regulators
Fed's Logan Says Business Contacts Are Optimistic Looking Forward, Aware Of Risks; Pays A Lot Of Attention To Financial Conditions Indexes
'The Supply Chain Foresees Impending Competition With Nvidia's Launch Of The GB200 Infrastructure' - DigiTimes Alert