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 focus of regulation by the Biden administration are more likely to benefit from the rollback policies of the Trump administration, while the bullish impact on other industries is relatively less pronounced.

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What to look for in taiwan semiconductor's financial report this week? HSBC: Narrative shifting to 2 nanometers.

HSBC recently released research reports stating that Taiwan Semiconductor's performance will continue to be at the high end of its performance guidance, indicating that the company's 2-nanometer technology mass production acceleration and pricing increase will drive profit margin expansion in the next two years, leading to profit growth. Nomura Securities, on the other hand, anticipates that Taiwan Semiconductor may indicate that the company's advanced packaging business will remain in short supply until 2026.

wallstreetcn8minutes ago

The CEO is bullish, but Wall Street is bearish? There is a significant divergence in earnings expectations for the US stock market this earnings season.

Analysts expect that the s&p 500 constituent companies will see a year-on-year profit growth of 4.2% in the third quarter, while these companies' own guidance predicts a growth of 16%. This difference implies that corporate performance is likely to exceed Wall Street expectations.

wallstreetcn17:42 ET

Sam Altman's Oklo Jumps On Google Nuclear Deal: What's Going On?

Benzinga17:21 ET

Arm Holdings Stock Climbs In A Week As Semiconductor Sector Strengthens

Benzinga17:10 ET

Media reports: tesla Optimus was remotely controlled at the conference. In fact, it's not that asia vets.

At last week's highly anticipated tesla "Robotaxi Day" event, the company remotely controlled some functions of the Optimus humanoid robot in hopes of better showcasing its products. Optimus can pour drinks for participants, high-five, and even play rock-paper-scissors, its level of asia vets surprising and one of the few highlights of this launch event.

cls.cn16:31 ET