Cathie Wood's Ark Invest Trims Palantir Again As Peter Thiel Co-Founded Firm's Stock Tumbles Nearly 15% In 2025
What is the likelihood of the USA declaring a national emergency and imposing tariffs?
CITIC SEC believes that Trump may threaten other countries by declaring a national emergency to push the USA towards achieving its political goals, but the probability of this initiative being implemented is relatively low.
Goldman Sachs' Hatzius on US Inflation, Trade Tariffs, Chinese Equities
Will the US stock market change? The world's largest public Fund: only recommends allocating 38% of the investment portfolio to the stock market.
① The world's largest mutual fund, Vanguard, recently advised that in the face of rising stock prices and the increasingly unlikely expectation of further rate cuts by the Federal Reserve, people should adopt a defensive strategy focused on Bonds. ② Vanguard released a key model that currently calls for financial advisors and certain wealthy individual investors to allocate 38% of their portfolios to Stocks, with the remainder allocated to fixed income Assets.
Cryptocurrency News Update
"No one survives"! Popular Technology stocks fell across the board, with MSTR down over 7%, Palantir down nearly 6%, and NVIDIA down almost 5%.
Last Friday, the chip stocks that led the decline in the US stock market continued to fall, with Micron Technology dropping over 6% at one point; AppLovin, which had the highest increase in the Nasdaq last year, fell over 3% intraday; Algo "meme stocks" collectively experienced double-digit declines, with D-Wave Quantum falling over 30% intraday. Following last Friday's employment report that dampened rate cut expectations, the US stock market faced additional Bearish news: the Biden administration announced AI-related export controls; NVIDIA's new generation Datacenter chip was reported to have received order cancellations from customers due to malfunction.