As Nvidia, Broadcom Fade, Morgan Stanley Picks Arm, Synopsys, Cadence Design
Perplexity CEO Aravind Srinivas Shuts Down Financial Rumors, Says AI Search Startup Has 'No Plans Of IPOing Before 2028'
The sell-off of Technology stocks is far from over? Goldman Sachs traders: The macro environment is starting to interfere with micro performance guidance, and AI investments are unlikely to yield significant results in the short term.
Goldman Sachs believes that the current decline in Technology Stocks is no longer solely due to over-allocations or high valuations, but rather is caused by multiple factors, such as the uncertainty of the DOGE trillion-dollar reduction plan, decreasing Consumer confidence, and the intensified impact of tariffs on cyclical Stocks. Therefore, although the fundamentals of Technology Stocks have not changed much in the past week or two, investors are shifting towards a more conservative style and are starting to consider the impact of macroeconomic growth slowing on the Earnings Reports season.
Nvidia GPUs Power Jeff Bezos-Backed Figure AI As It Competes With Elon Musk's Tesla In Humanoid Robotics
Express News | Palantir Down 5%
Express News | Arm Holdings Down 4.4%, Broadcom Shares Down 2.4, Advanced Micro Devices Shares Down 2.3%
Express News | AI Stocks Down Premarket Amid Broad Market Selloff
Sincronización De Éxito: Libere El Poder De Los Gráficos PCIe 5.0 Con Las Placas Base GIGABYTE B760 GEN5
Express News | In Pre-Market Trading, Tech and Cryptocurrency-Related Stocks Move Lower, With Tesla and Palantir Falling 4%, and Nvidia and Strategy Declining 3%.
In a conversation with Yang Yuanqing: In the era of "Entrepreneurship 5.0", how will Lenovo face the new decade of AI?
Xinhua Technology reported on the afternoon of March 31 that at the LENOVO GROUP 2025/26 fiscal year strategy implementation conference, LENOVO GROUP Chairman and CEO Yang Yuanqing introduced the panoramic blueprint for Lenovo's fifth decade— the decade of AI. The Global Strategy, investment, capabilities, products, and solutions that Lenovo will develop will all focus on "making AI accessible to every enterprise and every individual." At the conference, Yang Yuanqing expressed excitement and confidence, stating that Lenovo will embark on its fifth entrepreneurial venture, marking the "Entrepreneurship 5.0" era for Lenovo! In communications with media such as Xinhua Technology, Yang Yuanqing mentioned, "Entering the fifth decade..."
Express News | Nvidia Shares Down 2.9% Premarket
The competition between humanoid robots in China and the United States: Tesla (TSLA.US) is not securely sitting on the throne, as the Chinese team has already overtaken in the curve.
While Tesla's "Optimus Prime" is still stumbling through production, humanoid robots from China have quietly taken the stage on the world scene.
Nvidia Executive 'Very Bullish' Edge AI Company Mimik, Cathie Wood Notes 'High Praise' For The Company She Backs
NVIDIA Corporation (NVDA): Among Top High-Risk, High-Reward Growth Stocks To Buy Now
What kind of week will this be? Global stock markets are facing a "tariff storm," and U.S. Treasury bonds are back in focus.
Since this quarter, U.S. Treasury bonds have outperformed Stocks, with a cumulative increase of more than 2%, while the S&P 500 Index has declined by about 5%. Analysis suggests that the 'reciprocal tariff' policy may impact the stock of Industries such as Autos, chips, and Pharmaceuticals, while the outlook of economic downturn and declining stock market will continue to elevate U.S. Treasury bonds as a safe haven Assets.
Express News | In Overnight Trading, Tech Giants Extend Friday's Losses. Crypto-Related Stocks Continue to Drop. EHang Soars 7%
Goldman Sachs: Hedge funds are wildly selling off Technology stocks, setting the fastest record in six years.
Goldman Sachs' data shows that hedge funds significantly reduced their Global Information Technology Stocks Hold Positions this week, setting a record for the most intense sell-off in this Sector in nearly six months, and in nominal value, it is the second largest Shareholding action in the past five years.
Hong Kong Stock Morning Report | The State Administration for Market Regulation is reviewing CKH HOLDINGS' port Trade. CHINA RES GAS reported a net profit decrease of over 20% year-on-year last year.
① Trump: Any tariff agreement will be reached after the measures take effect on April 2. ② State Administration for Market Regulation: Review of CKH HOLDINGS port Trade will be conducted in accordance with the law. ③ Four major Banks, including Bank of China, China Construction Bank, Agricultural Bank of China, and Postal Savings Bank, announced plans for a private placement to introduce strategic investment from the Ministry of Finance, with a total amount of 500 billion yuan. ④ Gou Ping, Deputy Director of the State-owned Assets Supervision and Administration Commission: Strategic restructuring of state-owned automobile enterprises.
Weekend headlines: Trump threatens to impose secondary tariffs on Russia and Iran. Gold continues to reach new highs. Goldman Sachs raises the probability of a recession in the USA. xAI acquired X.
For more global financial News, please visit the 7×24 hours real-time financial news. Last week market review: All three major stock indexes recorded declines this week. Uncertainty around tariffs and inflation data has raised concerns. On March 28, the top 20 trading volumes in the US stock market: Trump's tariffs and consumer downgrade caused Lululemon to drop 14%. On Friday, China Concept Stocks generally fell, with Taiwan Semiconductor down 1.78% and Alibaba down 2.36%. US WTI Crude Oil rose 1.6% this week, marking the third consecutive week of increases. International Gold continues to reach historical highs, and COMEX Silver Futures accumulated nearly 4% increase this week. Major European stock indexes collectively declined, Germany.
Express News | S&P 500 Eminis Fall 0.5%, Nasdaq Futures Down 0.6%