Bank of America report: Active funds cool on semiconductor stocks, while Nvidia remains popular.

The relative weight of the semiconductor industry has continued to decline from 1.16 times the level in June 2023 to 0.99 times.

Zhitong Finance21minutes ago

Top Morgan Stanley strategist: Only an impact similar to the 'Bear Market' in the US stock market in 2022 can overturn the dominance of technology giants.

Large technology giants have been at the top of the US stock market in recent years, but their level of control has never been as strong as it is now.

Zhitong Finance42minutes ago

Value stocks are about to rebound! These stocks are about to take off.

With the possibility of an improvement in the economic situation and the growing expectation of a Fed rate cut, these undervalued stocks are about to encounter a good opportunity for rebound.

Golden10 Data48minutes ago

"Fed Loudspeaker": Powell talks extensively about inflation progress, letting interest rate cuts return to the agenda.

Powell's speech highlighted a cautious optimism, but he refused to reveal whether he is preparing for a rate cut in September, reiterating that a sudden deterioration in employment growth could stimulate faster rate cuts.

Golden10 Data15:55

Has the market become conservative? Strategist: The Federal Reserve is expected to cut interest rates three times this year!

According to the strategist of Lazard asset management, the rise in unemployment may push inflation and economic cooling, prompting the Fed to cut interest rates more than the market expects.

Golden10 Data14:42

Could there be hope for a rate cut in July from the Federal Reserve? This week's non-farm payroll report is crucial!

According to the recent report from TSLombard economists, if the unemployment rate rises in June, a rate cut in July may ultimately be triggered.

Golden10 Data14:38