US Mulls Export Caps on AI Chips From Nvidia, AMD to Some Nations - Report
Major risks in November are undergoing significant changes.
Less than a month away from the US election day on November 5th, the market is beginning to price in the risk of the election results. Currently, Trump has regained a leading advantage, adding uncertainty to the election. China International Capital Corporation believes that for future assets, the overall election is bullish 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 Ahead Of Harris Shows Poll Among Early Voters In Key Battlegrounds: Ex-President's 'Swing State Strategy' Is Paying Off
Nvidia All-Time High Right Before the Bell on Record Day | Wall Street Today
GARP Small to Mid-cap Stocks With Good Momentum and High Beta – Jefferies
Lam Research's Options: A Look at What the Big Money Is Thinking