On the eve of Trump's return, major American technology companies are reportedly urgently stockpiling electronic components from China.
① microsoft, hp inc, and dell and other technology companies are stockpiling electronic components from china due to concerns over increased tariffs after trump's rise to power; ② regarding trump's tariff threats, executives from the usa electronics industry warn that some of the tariff costs may be passed on to consumers, raising the prices of electronic products.
Wall Street Outlook for 2025: The opportunities in the US stock market outweigh the risks, and technology stocks remain the main profit driver.
Wall Street generally expects that next year, the opportunities in the usa stock market will outweigh the risks, continuing to achieve a global leading roi, primarily due to the robust growth of the usa economy and strong corporate profit momentum, among which technology stocks will continue to be the main "profit fulcrum."
Express News | Wall Street is welcoming the rise of the U.S. stock market in 2025, with the s&p 500 expected to increase by another 10%.
J.P. Morgan "tears up the report"! Switching from bearish to bullish: expects the s&p 500 to rise to 6,500 points next year.
jpmorgan turns bullish on US stocks, expecting the s&p 500 index to rise in 2025.
How much will Trump's "tariff stick" raise inflation in the usa? A deep analysis by Deutsche Bank.
① Wall Street is trying to algo the impact of Trump's "tariff stick" on usa inflation. Deutsche Bank's analysis states that if tariffs are passed through to all production stages, the core PCE price index could rise by about 1.4 percentage points. ② The bank pointed out that tariff risks have fueled the risk of a "strong potential boost" to the core PCE price index.
Nvidia "dips" into a gold opportunity: easily get on board the AI giant using an options strategy.
nvidia's leading position in the field of AI is undisputed, and the recent pullback has provided investors with a low-risk buying opportunity.
Nvidia's Next Big Catalyst? Analyst Sees Jensen Huang-Led Company's Stock Jumping 27% By Early 2025
Daily options tracking | MSTR call ratio rises to 58%, while a major player bets over $0.1 billion on put contracts; marking the largest single-day decline in nearly six months, Dell options trading volume increases nearly 2 times month-on-month.
Nvidia closed down 1.15% on the previous trading day, with options volume reaching 4 million contracts, and the put ratio rising to 39%. On the options chain, bulls are the block orders in the market, with tomorrow's expiration and a strike price of 135 dollars, the call was snapped up by the market, with a transaction of 0.228 million contracts and an open interest of 0.016 million contracts.
Lina Khan-Headed FTC Approves Probe Into Microsoft's Cloud And AI Practices Amid Antitrust Scrutiny: Report
Elon Musk's XAI Plans To 'Make Games Great Again' With AI-Driven Game Studio — Can His Vision Reshape A Gaming Industry Dominated By Large Corporations?
The Vice Minister of Finance, liao min, met with business figures from the usa, emphasizing that China is confident in achieving its economic growth targets for the entire year.
According to the International Economic Relations Department of the Ministry of Finance, on November 20-22, 2024, Deputy Minister of Finance Liao Min separately met with the delegation of the 'China-US Economic Track II Dialogue' and Daniel Pinto, President and Chief Operating Officer of JPMorgan Chase; Liao Min focused on introducing the situation of China's package of incremental policies and emphasized that China is confident in achieving its annual economic growth target.
The "bad news" for technology giants: Trump is also going after antitrust?
Reports indicate that Trump is considering appointing Slater as the head of the Justice Department's Antitrust Division, with analysts suggesting that this nomination means Trump will continue the tough enforcement stance advocated by the Biden administration.
In 2024, how do usa companies use AI? Programming is far ahead, ranked fifth in meeting minutes.
Menlo's survey summary shows that programming scenarios are the most extensive, with developers being among the earliest heavy users of AI. The use of chatbots has significantly increased, and there is also a strong demand for data search and queries. Meeting minutes rank fifth, saving time and increasing productivity.
Nvidia Crushes Tesla In Stock Gains — Gary Black Explains Why The AI Chipmaker Occupies The No. 1 Position In Future Fund's Portfolio
Is the retaliation of Trump's "tariff stick" coming? Canada is studying imposing tariffs on certain American commodities.
Trump said he will impose a 25% tariff on products from Canada and Mexico, aiming to force them to make concessions in drug trafficking and illegal border crossing.
Historic moment in the USA securities industry: the first "24/7" exchange is born!
①The U.S. Securities and Exchange Commission (SEC) has approved the start-up company 24 Exchange to operate the 24X National Exchange; ②It is the first national securities exchange in the United States to offer trading 5 days a week, 23 hours a day; ③The 24X National Exchange aims to meet the overnight liquidity needs of U.S. stocks and utilizes an advanced platform.
The new treasury secretary of the usa has long had dealings with the Federal Reserve? Bowers had a complete victory over Powell back then.
① If looking back at the investment records of the past few years, Baird may have already had "encounters" with the Federal Reserve; ② In 2022, regarding the prediction of high inflation, Baird can be said to have "completely outperformed" Federal Reserve Chairman Powell.
Is the American technology giant trembling? It is rumored that Trump is considering appointing hawkish officials to lead the anti-monopoly department.
Trump is considering appointing a radical enforcer to lead the usa Justice Department's antitrust team.
Trump's tariffs may choke off 400,000 jobs in the usa! Mexico issues another warning, vowing to retaliate.
① Mexican President Claudia Sheinbaum stated on Wednesday that if Trump implements his proposed comprehensive 25% tariff, Mexico will retaliate; ② The Mexican government warned that this move could lead to a loss of 0.4 million jobs in the usa and increase prices for usa consumers.
USA FTC initiates antitrust investigation against Microsoft, involving cloud computing, AI products, etc.
① The usa Federal Trade Commission (FTC) has launched an extensive antitrust investigation into microsoft, including its software licensing and cloud computing business. ② The accusations against microsoft include abusing market power, preventing customers from transferring data through punitive licensing terms, and clauses related to cybersecurity and ai products. ③ However, given the upcoming change in the usa government, the ultimate direction of this investigation remains uncertain.