Wall Street investment banks are concerned that interest rates cannot be lowered next year, but the Federal Reserve seems to think otherwise.
① Although the tense situation between Russia and Ukraine continues to attract safe-haven bids for US bonds, the overall US bond market has still not been able to reverse the recent weak trend, largely due to the market's lack of confidence in the Fed's upcoming rate cut process; ② However, compared to the highly pessimistic outlook of market participants on rate cuts at the moment, recent statements from Fed officials seem not as hawkish.
How does OpenAI's CEO hope AI will "love humanity"?
OpenAI's CEO proposed a unique idea, suggesting engaging in long conversations with users through AI chatbots to determine how to adjust AI based on human values to protect humanity.
ChatGPT-Parent OpenAI Considers Building Its Own Web Browser To Challenge Google's Search Monopoly, Following DOJ Push To Break Up Chrome Dominance
Express News | Trump is considering appointing financier Kevin Walsh as Secretary of the Treasury.
Continue playing music and dancing! Morgan Stanley CEO: US stocks will continue to rise next year, tariffs are not to be feared.
①Morgan Stanley CEO Ted Pick expects the USA economy to continue to perform strongly in 2025, feels optimistic about the prospects of the US stock market, and believes the s&p 500 index will continue to rise; ③ Despite factors such as policy uncertainty, Pick believes that both the USA and China have a common motivation to seek solutions that promote economic development, therefore not worried about the threat of trade tariffs.
The "Department of Government Efficiency" (DOGE) work plan has been revealed! Musk denies direct influence on the selection decisions for Trump's cabinet.
Tesla CEO Musk and American entrepreneur Vivek Ramaswamy exposed the work plan of the 'Department of Government Efficiency' (DOGE), which includes dismissing thousands of civil servants, relaxing all regulations, and more.
Jim Cramer Doubles Down On Nvidia: 'Demand Is Accelerating' As AI Customers 'Have No Choice' But To Buy Its Chips
J.P. Morgan strongly believes that U.S. stocks will continue to rise next year, with significant stocks not limited to large technology companies!
① jpmorgan expects the usa stock market to continue to rise next year due to strong corporate profits and economic performance; ② Risks include high valuations, over-concentration in investment portfolios, and uncertainty regarding the Trump administration's policies; ③ It is recommended that investors increase their exposure overseas, being bullish on finance, luxury goods, medical care, and small cap stocks.
Apple Prepares To Take On OpenAI's ChatGPT, Google Gemini 'Live' With LLM Siri In 2025: Report
Citi predicts that the US stock market will continue to "sing high" in 2025, with sectors outside of technology giants possibly catching up.
Although the s&p 500 index has achieved a roi of over 20% for the second consecutive year, there is currently no sign indicating that the upward momentum is about to end.
Wall Street is raising nvidia's target price across the board: the Blackwell craze is coming, and there is a "secret technique" to boost the stock price.
①Wall Street analysts expect that Nvidia's next generation Blackwell chip will be released, triggering a sales boom, leading to them raising their target prices. ②Goldman Sachs forecasts that Nvidia's revenue will exceed $200 billion next year, emphasizing its potential large-scale share buyback plan.
Futu Morning Post | SEC Chairman is planning to step down in January next year! The cryptocurrency industry may face significant regulatory changes; Google's antitrust case escalates! Android system also faces the threat of being split.
Microstrategy's stock price plummeted over 16%, and Citron claims that shorting the stock hedges against bitcoin; apple plans to launch a revamped Siri in 2026, adding more self-developed ai; alibaba announced the establishment of an e-commerce business group.
Will Siri undergo a major transformation in 2026 to catch up with ChatGPT's voice? Apple reportedly plans to enhance its conversational capabilities with more advanced models.
The media reported that the new version of Siri can also process more complex user requests faster, and will eventually be incorporated into Apple Intelligence; In addition to Siri integrated with ChatGPT service to be launched in December, Apple also plans to provide users with more chatbot options.
US Stocks Rise as Dow Leads Gains, Tech Giants Face Pressure
Should investors be worried about the decline in nvidia's gross margin?
The pressure on gross margin from product transformation and Blackwell pricing being below expectations is already anticipated, and investors who are overly concerned about the decline in gross margin have made the mistake of "focusing on the trees rather than the forest."
Google once fell 7%! Chrome is not enough, the Department of Justice is also seeking to divest the Android system and limit AI training.
Google antitrust case escalates again! Recently, the US Department of Justice has requested in court to not only divest its Chrome browser, but also to force Google to divest the Android operating system and limit Google's AI model training.
Betting on Trump's defeat is prompting the sale of Tesla? Bezos denies Musk's disclosure: 100% fake.
Musk stated that he learned at Mar-a-Lago that Bezos told everyone Trump would definitely lose the election, so they should sell all their shares of Tesla and SpaceX. After Bezos denied it, Musk said he admitted his mistake.
Fed Dovish Official: May Need to Slow Down Rate Cuts.
①Given the uncertainty and divergence about how low interest rates should go, Gurusbe has stated that it may be wise to slow down the pace of rate cuts as the target approaches; ②Within the Federal Open Market Committee (FOMC), Gurusbe is one of the most dovish officials, and he does not have voting rights on monetary policy this year.
US stocks closed | The three major indexes rose together, with the Dow rising by more than 1%, nvidia shaking after the performance and closing up; bitcoin broke through 0.099 million US dollars to hit a new high again, microstrategy fell by more than 16%
Trump trade rises, with cycles related to the economy and small-cap stocks leading the way. The Dow rose 1%, the Nasdaq turned higher in the late session, Google Class A fell the most by 7%, nvidia initially rose nearly 5% to hit a new high before falling 3.6%, ultimately closing higher, Snowflake surged over 32% for its best performance since going public.
US stocks closed: "Trump trade" resumes, with all three major indexes rising together. The Dow rose 1%.
① The three major indices collectively rose, with the Dow Jones up 1%; ② Most large technology stocks fell, with Google dropping nearly 5%; ③ Most china concept stocks fell, with pdd holdings down more than 10%.