S&P 500 Down Over 1% As Nvidia, Tesla Tumble: Greed Index Remains In 'Fear' Zone
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
Meta has also begun to embrace freedom of speech! Trump and X are both cheering for it.
①Meta updated the content review method for its social platform on Tuesday, eliminating professional fact-checking and allowing users to post controversial content; ②Zuckerberg claimed that the malicious content defined by the new method would be less, but it could reduce some compliant content and accounts being mistakenly deleted; ③Trump and X welcomed Meta's new policy, which is also seen as a gesture of goodwill from Meta towards Trump.
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Sony Was The First Japanese Company To List On US Markets, Co-Founder Akio Morita Championed 'Workers As Family' Philosophy — Does His Vision Still Resonate Today?
U.S. stock market close: Inflation concerns lead to a decline in all indexes, NVIDIA fell 6% after reaching a new high.
① The Nasdaq China Golden Dragon Index fell by 0.2%, with China Concept Stocks showing mixed results; ② NVIDIA launched its personal computing product Project DIGITS; ③ XPENG Huaitian: Flying cars will be mass-produced and delivered in 2026; ④ Vaccine stocks soared, with Moderna rising nearly 12% and Novavax increasing by nearly 11%.
73150736 : It should be out of place tomorrow, 640, wait
joshua_chuah316 : The real moves will come after the market digests the Fed statement later.
T-Pass : bought more nvda today on the dip
151698386 73150736 : You're all in
大和田湯介 T-Pass :
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