Goldman Sachs 2025 outlook for the US TMT Industry: Besides NVIDIA, there are other companies worth looking forward to!

Goldman Sachs has released its 2025 TMT (Technology, Media, Telecommunications) Industry Outlook Report. The Earnings Reports that Taiwan Semiconductor will announce this Thursday could serve as a positive catalyst.

Zhitong Finance1minutes ago

Is a strong economy becoming a "stumbling block" for the U.S. stock market? The shadow of inflation is looming over Wall Street.

This week's data is likely to intensify Wall Street's concerns...

Golden10 Data18:08

U.S. stock market opportunities | News of huge mergers brings Bullish sentiment! ITCI soared 34% overnight, and several Medical stocks surged on the news; Oil & Gas prices rose together! The Oil & Gas Sector collectively went up.

A multi-million dollar deal has been signed! The Israeli Ministry of Defense and the defense company Elbit Systems have had a strong start to the year, with overnight stock prices rising nearly 3%, setting new records.

Futu News18:00

The Federal Reserve is now a 'lame duck.'

For the Federal Reserve, there is currently no compelling reason to move interest rates in either direction.

Golden10 Data17:43

Daily Options Tracking | Is the "Trump Trade" making a comeback? DJT made a 24-fold profit on a call option; NVIDIA Options trading is experiencing a tug-of-war, with a large investor purchasing nearly 20 million dollars in long-term call options.

Quantum computing stock RGTI dropped over 32% in the previous trading day, with Options Chain Volume slightly rising to 0.37 million contracts, implied volatility soaring to 211%, and the Put ratio at 52.8%. On the Options Chain, the bearish position is the market Block Orders, with the highest volume for the put option set to expire this Friday at a strike price of $6, totaling 0.014 million contracts, and an open interest of 3,700 contracts.

Futu News17:13

What is the impact of Trump's "gradual" tariff plan on inflation? UBS Group: The Federal Reserve will be in a tricky situation.

Dr. Arend Kapteyn, an executive at UBS Group, stated that Trump's gradual tariff plan will pose challenges for the Federal Reserve as it struggles against inflation; He pointed out that rolling tariffs could lead to a significant rise in peak inflation, making it more difficult for the central bank to respond; Currently, investors are eagerly awaiting the USA's inflation data, which will indicate whether the Federal Reserve will slow its pace of interest rate cuts this year.

cls.cn17:12