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The Economy Grew Rapidly in the Past 2 Years. Can It Keep It up Under Trump 2.0?
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.
The Middle East Technology Conference LEAP will be held starting on February 9, with industry giants like Apple and NVIDIA in attendance.
① LEAP 2025 will be held from February 9 to 12 at the Riyadh Exhibition Center in Saudi Arabia, with participants expected to exceed 0.21 million; ② This conference adds features such as LEAP Night, Technology Arena, Sports Technology, and will strengthen the support for bidirectional links between investors and startups; ③ The participation proportion from the Asia-Pacific region is further increasing, and Yida Capital has officially announced as an official Global Strategy partner of LEAP 2025.
Bitcoin Makes Its Move Over $100K, Ethereum, Dogecoin Rally As Corporate BTC Adoption Strengthens: Analyst Says Ongoing BTC Run Different From Past Cycles
Express News | Arbe Robotics shares continue to rise 15% in overnight trading as the company announced a collaboration with Nvidia before.
Cathie Wood's Monday Moves: Dumps $15M Worth Of Hot Stock Palantir, Loads Up Amazon.com
【Live Announcement】Countdown to the stage! At 10:30, Huang Renxun will deliver the keynote speech at the opening of CES.
Latest developments on Blackwell chips, GeForce RTX 50 graphics cards, new AI acceleration technology, and other accelerated computing products...
Options Market Statistics: Nvidia Breaks Out As CEO Huang Speech Takes Center Stage At CES 2025, Options Pop
Meta Platforms, Trump Media, Fubo, Enovix Corp, Tesla: Why These 5 Stocks Are On Investors' Radars Today
Unavoidable AIPC! Before CES, chip giants rush to release new products, and Terminal Manufacturers are actively warming up.
① AIPC is seen as a new benchmark for Consumer Electronics in the AI era. Over the past year, major manufacturers globally have continually explored AI empowerment, product forms, user experience, and other aspects. ② Institutions expect that in 2024, the AIPC shipment volume will account for approximately 20% of the total PC shipment volume under a broad definition.
Today's speech by Lao Huang is highly anticipated by the market.
The focus of Jensen Huang's speech was the Blackwell chip, which is seen as NVIDIA's next major growth driver. This speech also tests the market's short-term sentiment and risk appetite for technology stocks. If NVIDIA's stock price falls or stagnates in the days following the speech, it could negatively impact market sentiment in January.
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.
Dana White Wanted Elon Musk, Mark Zuckerberg In Cage Fight, Now He's On Meta's Board Of Directors
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.
Tesla Stock 'Well Positioned To Deliver Robust Multi-Year Growth': Why Analyst Is Raising Price Target After Deliveries Miss
Warren Buffett Beats S&P 500 In 2024, How Oracle Of Omaha's Returns Compare Over Past 20 Years
Mark Zuckerberg Names Key MMA Figure Dana White and Two Others to Meta's Board
QQQ ETF Rises 1.1%
Market Climbed Monday Just Past Santa Rally High Water Mark | Wall Street Today
Fed Official Delivers a Blunt Message to the Stock Market, Which Ignores It