The Economy Grew Rapidly in the Past 2 Years. Can It Keep It up Under Trump 2.0?
The "danger signals" in the US stock market: Why did hedge funds suddenly sell off?
Hedge funds have continuously net Sold USA Stocks for the past five Trading days, with the selling pace being the fastest in over seven months. Goldman Sachs believes this could be an important warning signal for investors.
Morgan Stanley CIO: The US stock market will experience "ice and fire" in 2025, with a difficult start in the first half of the year!
1. Michael Wilson, Chief Investment Officer of Morgan Stanley, stated that the challenges faced by US stocks in the first half of the year are greater, as the surge in bond yields and the strengthening dollar pose risks to the stock market. 2. He pointed out that the correlation between the S&P 500 Index and US Treasury yields has turned into a "decisive negative correlation," a divergence that has not been seen since last summer.
China Securities Co.,Ltd.: The future trends of the US stock market depend on the sustainability of the Technology revolution driven by AI.
The underlying logic of the Reagan cycle is to suppress inflation with tight MMF, stimulate growth with loose regulation, and ultimately create a cycle of "economic growth - strong dollar - strong U.S. stocks" in growth, liquidity, and Assets.
U.S. stock market closing: the three major Indexes had mixed results, with the Technology conference CES boosting chip stocks higher.
① Nasdaq China Golden Dragon Index closed down 1.16%, most China Concept Stocks fell, Tencent ADR dropped nearly 8%; ② MicroStrategy has purchased Bitcoin for nine consecutive weeks; ③ Trump denies plans to reduce the applicability of tariffs; ④ Qualcomm announces the launch of the new AI chip Snapdragon X.
Fed Official Delivers a Blunt Message to the Stock Market, Which Ignores It
U.S. Stocks Rise Behind Chip Makers -- Market Talk
Is the SP500 En Route to New All-time Highs?
Sentiment Has Been Shifting Away From Small Caps and Cyclicals
Interview With David Malpass
IonQ Expands Quantum Edge With Qubitekk Acquisition, Stock Soars
Shares of Companies Within the Broader Tech Sector Amid Market Strength and May Be in Reaction to Microsoft's Plan to Invest Approximately $80 Billion Into AI Data Center Development in FY25.
Express News | Major Indexes Are Higher as Tech Stocks Rise Amid Microsoft's AI Investment Plans
Nvidia Remains "Best Idea" for AI/Accelerated Compute in 2025: Stifel
Credo Technology Group Analyst Ratings
Express News | Trump Refutes Washington Post Article Saying He Might Scale Back Tariff Plans
RBC Sees Bigger Gains for US Equities as Bulls Fade
How to Play the January Effect With Small-Cap ETFs
US Morning News Call | Investors Anticipate NVIDIA Stock Surge Ahead of CES
Pre-Market Trading Highlights | Trump's tariff plan has changed! NVIDIA may release a new graphics card at CES 2025.
The three major Equity Index futures in the USA all rose, with Nasdaq futures increasing by 1%, S&P 500 Index futures rising by 0.74%, and Dow futures up by 0.31%.