The U.S. stock market once again experienced severe shocks. Among them, the share price of Ultramicro Computer (AMD) plunged more than 30%, and finally closed down 32.68%, setting a major focus event in the market in the near future. This plunge triggered widespread market attention and investor panic. As a giant in the semiconductor industry, the collapse of Ultramicro Computer's share price not only reflects the company's own management problems, but also reveals the strict requirements and high volatility of the current market environment for companies. The incident not only raised investors doubts about the financial health of ultramicro computers, but also raised systemic concerns about the entire technology sector. At the critical moment of the U.S. stock earnings season, many technology and health care stocks frequently burst into "thunder", which severely damaged investor confidence. In addition to ultramicro computers, chip maker AMD's shares also fell more than 10%, as its fourth-quarter revenue guidance failed to satisfy investors.

Pfizer's third-quarter profit exceeded expectations, mainly due to sales of Paxlovid.

Alphabet Earnings Lead, Cloud Growth Beats Expectations; Snap, AMD and Reddit Report Mixed Results as Tech Stocks Brace for Short-Term Gains.

Tesla expects vehicle deliveries to increase by 20% to 30% in 2025, significantly higher than the market consensus forecast of 10%-12%.

Southwest Airlines, American Airlines, UPS and Honeywell reported mixed third-quarter results, with Southwest Airlines and UPS earning exceeding expectations, while Honeywell missed revenue targets.

The latest earnings report showed Coca-Cola's price increase offset falling demand, while Boeing struggled with a costly strike.

Overall, Wednesday's earnings report showed comparative performance across different sectors, with technology-driven companies performing strongly and consumer goods sentiment being more cautious.

Citi upgraded Cisco from a “neutral” rating to a “buy” rating and raised their price target for the company from $52 to $62, the company announced on Wednesday.

If Trump wins the 2024 election, it could trigger a policy shift in favor of specific sectors such as energy, finance and manufacturing.

In the US, the focus this week will be on retail sales figures and third-quarter earnings reports from major financial and consumer companies.

高盛最近的分析发现，在首次降息后的12个月内，中型股的表现通常优于大型股和小型股。

Prediction sites generally show that expectations for a Harris win have risen after this debate.

S&P Global said the addition of Palantir and Dell provides a more complete picture of the market impact of high-cap companies.

In recent times, mundane negotiations over retransmission rates between satellite TV provider DirecTV and Disney Television Networks have now morphed into a discussion about the future of traditional bundled programming packages.

Economic data for investors to focus on this week includes the August nonfarm payrolls report and the August unemployment rate, which will provide a clearer picture of the health of the labor market.

NVIDIA continues to impress with its strong revenue growth, but its latest earnings report has some investors cautiously optimistic.

Meta has reportedly terminated its development program for a high-end mixed reality headset, codenamed La Jolla, which was slated to launch a high-end headset to compete with Apple's Vision Pro and was expected to hit the market in 2027.

This week, the U.S. stock market will see a number of earnings reports, including from NVIDIA, as well as a number of economic data, including PCE data.

With the U.S. retail data exceeded expectations, the number of initial jobless claims fell to the lowest level since early July, based on the soft landing is expected to cut interest rates continue to heat up the trade, local time on August 15, the three major U.S. stock indexes continue to rebound. S&P 500 index rose 1.61%, at 5543.22 points; Nasdaq index rose 2.34%, at 17594.5 points; Dow Jones industrial index rose 1.39%, at 40563.06 points. After the sixth consecutive trading day rose, the Nasdaq, S&P 500 index have recovered from August 1, the beginning of the “streak of shock”.

This powerful data shattered expectations that the United States would enter a recession in the short term.