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Goldman Sachs warns that the US stock market faces a 30% correction risk in 2025. Trump's policies and inflation are key drivers!
Goldman Sachs analysts have been closely monitoring the stock market dynamics. They believe that the current market is overheated and a correction of up to 30% may occur in the future.
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Trump's "Gateway to the Stars" plan triggers a shift in the AI landscape, and changes in the relationship between Microsoft and OpenAI?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.