Hawkish or Dovish? Exploring Clues from FOMC Minutes and Upcoming Economic Data

Investing with moomoo03:41 ET

Apple iOS to Pick up Pace Vs Android in 2025 After Modest Smartphone Growth in 2024: IDC

Seeking Alpha9minutes ago

How S&P 500 Tends to Perform During Thanksgiving Week and Into New Year's Eve

MarketWatch41minutes ago

Treasury Yields Fall as Traders Await PCE Inflation Data

MarketWatch05:13 ET

Another winner in nvidia's supply chain: resistor leader weishi's orders exceeded expectations, with two major product categories in high demand.

① Well-known analyst Guo Mingzhu stated today that the order situation for Vishay's MOSFETs and polymer tantalum capacitors has exceeded expectations. ② Due to being included in the GB200 supply chain, MOSFET production capacity is already fully loaded by 2025, and there is a supply-demand imbalance for polymer tantalum capacitors. ③ Various opinions suggest that the competition among power device manufacturers surrounding AI servers has already begun, and passive components are also expected to continue thriving.

cls.cn04:59 ET

Beware of inflation rising again! Goldman Sachs outlook for global investment in 2025: US stocks are too expensive and under-allocated, gold remains the best hedge option

Considering the prospects of upside risks such as Trump's tariffs, geopolitical tensions, etc., Goldman Sachs recommends investors to maintain a moderate pro-risk stance in asset allocation, while balancing in a multi-asset investment portfolio: reducing the allocation of highly concentrated and overvalued US stocks, focusing on Asian stocks such as Japan, short-term government bonds, US dollars, and gold which remains the best hedging tool.

wallstreetcn04:23 ET