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.
US Mulls Export Caps on AI Chips From Nvidia, AMD to Some Nations - Report
"Black Swan" investors issue another warning: market collapse imminent!
"Black Swan" investors are issuing a dense warning: the stock price seems "crazy"! It's time to hedge against a crash situation.
Decision Analysis: The Israeli news dealt a fatal blow to oil prices, and the rise of the US dollar is timely.
On Tuesday (October 15th), Asian stock markets edged down slightly, in contrast to the strong closing on Wall Street and investors' optimistic sentiment towards corporate earnings, while the US dollar approached a two-month high as market expectations for a smaller rate hike next month in the usa.
Nvidia's stock price soared, approaching Apple in market cap, the global most valuable company's throne may change hands!
Nvidia's stock price has hit a historic high, market cap rapidly approaching Apple's, just one step away from becoming the most valuable company in the world.
Daily options tracking | Nvidia refreshes historical highest closing price, multiple Friday expiration call options doubled; U.S. version of Huabei SOFI surged 11%, one call option made a whopping 13 times profit.
Cryptos surged, with a significant increase in options volume for related concept stocks. Among them, Coinbase rose by 11.32%, with an options volume of 0.5797 million contracts, and a call ratio of 84.4%.
Huang Renxun praised Musk for completing the Superman Challenge: xAI built a supercomputer in 19 days.
①Nvidia CEO Huang Renxun praised Musk and xAI in a podcast; ②Earlier, xAI spent 19 days building its supercomputer Colossus and completing the first AI training, Huang Renxun said that it would take most companies at least several years; ③Huang Renxun also emphasized that only Musk in the world can accomplish this superhuman challenge.
Ex-Microsoft CEO Steve Ballmer's $2B Intuit Dome, Home Of LA Clippers, Aims To Resolve This Hurdle In Delivering The Ultimate Fan Experience: 'Hate It When People Wait In Line'
OpenAI has poached an AI general from microsoft, paving the way for the company to develop a "small model" track.
①Previously responsible for generative ai research at microsoft, Vice President Sebastian Bubeck has now moved to OpenAI for employment; ②Bubeck's new role at OpenAI has not yet been revealed, but it seems that he will focus on work related to efficient small models; ③It is reported that Bubeck had previously conducted research on the Phi series of small language models at microsoft.
Track Hyper | vivo: This time, we are going to challenge apple!
The birth of a giant in innovative technology.
CEO is bullish, but Wall Street is bearish? There is a significant difference in profit expectations for this financial report season in the US stock market.
Analysts predict that s&p 500 component companies will see a 4.2% year-on-year growth in profits in the third quarter, while these companies' own guidance predicts a 16% growth, indicating that corporate performance is likely to exceed Wall Street expectations.
The significant risks in November are undergoing crucial changes.
Less than a month away from the usa presidential election day on November 5th, the market is starting to price in the risks of the election results. Currently, Trump has regained a leading advantage, adding variables to the election. CICC believes that for subsequent assets, the overall bullishness of the election is favorable for US stocks but tariffs are unfavorable for chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
Trump or Harris? Analysts are hotly debating the impact of the election results on various sectors of the US stock market.
①Over the past 8 years, the Trump administration and the Biden-Harris administration have fully demonstrated their policy orientations; ②Overall, industries such as finance and technology that are under the key regulation of the Biden administration are more likely to benefit from Trump's "rollback" policies, while the bullish outlook for other industries is relatively less obvious.
nvidia hitting a new high at the close is a sign! Since the Fed's rate cut in September, the logic of the US stock market has changed again.
Is this rebound the beginning of technology stocks regaining dominance in the US stock market, or is it a short-term rebound in the ongoing rotation of US stocks? The market is closely watching the current US earnings season.
As the usa election approaches, the "bottom fishing time for small cap stocks may have matured"!
Analysts point out that in the past 11 USA presidential election years, in 4 years, the small cap index rose 6.5% or more in the 13 days following the election.
Attention, these countries! The USA is reportedly considering restricting the export of ai chips from companies such as nvidia.
①Officials of the Biden administration are reportedly discussing: restricting Nvidia and other US companies from selling advanced AI chips to 'certain countries'; ②Insiders said officials will focus on Gulf countries.
AI is ushering in a wave of nuclear energy! Google has signed a nuclear power purchase agreement to power the datacenter.
1. Google has signed an agreement with nuclear energy startup Kairos Power to provide electrical utilities for Google's datacenter; 2. The agreement will add about 500 megawatts of carbon-free electrical utilities for Google, with the first small reactor in the agreement expected to be operational before 2030; 3. Google executives said that the agreement is a milestone in Google's 15-year journey of clean energy.
Will the bull market in the US stock market enter its third year and inevitably encounter a crash?
In the 11 historical experiences, without exception, there has been at least one decline of 5% or more, some of which have even evolved into a new bear market.