Broadcom ushered in its own Nvidia moment
Last Friday, the market was surprised that "buy Broadcom, sell Nvidia".
12-172.13w
Broadcom/Nvidia/AI
Inflation health & risk aversion heating gold breaks through $2700 strongly
In addition to the Federal Reserve, the Bank of Canada, the European Central Bank, and the Swiss National Bank may also cut interest rates later this week.
12-112.21w
Gold Spot/Fed/Rate Cut
Global market review: South Korea's martial law triggered a sharp drop, South Korea's central bank emergency rescue with 10 trillion yuan
Asian stock markets fell as political turmoil triggered by South Korea's brief imposition of martial law rattled investors.
12-042.39w
EURUSD/Kospi/US 10-year Treasury Yield
The dissolution of the French government is almost certain, and the European market is shaken
Barnier's government may become the first French government to fall due to a vote of no confidence since 1962.
12-032.29w
EURUSD
Unable to hold on anymore, the Bank of Korea unexpectedly cut interest rates by 25 basis points
The Bank of Korea had previously warned that it would not cut interest rates continuously unless an economic crisis occurred.
11-282.31w
Bank of Korea/Rate Cut
Tesla rolls again! The final payment of the Model Y model will be reduced by 10,000 yuan, applicable to 5 years, zero interest
In regions other than China, the promotion of Model Y is more focused on functionality rather than price.
11-252.33w
Tesla/Elon Musk
Riding on fire? Just as Chrome was about to split, OpenAI launched its own browser
Google Chrome, facing a spin-off, still has time to take over.
11-222.36w
Open AI/Google/Artificial Intelligence
Spend money to eliminate disasters? Apple offers $100 million to revoke Indonesia's iPhone 16 ban
From a cost-benefit perspective, Indonesia's tough attitude towards foreign investment is beginning to show results.
11-192.37w
Apple/iPhone
Buffett's latest position report released: cash increased by 17.4% and reduced holdings of 100 million shares. Is Apple crisis coming?
Does the "stock god" stop buying stocks?
11-152.40w
Warren Buffett/Berkshire Hathaway/13F
Ningde Times: Will build a large-scale energy system,"ten times" larger than the battery business
If U.S. President-elect Donald Trump opens the door, the Ningde era is even willing to invest and build factories in the United States.
11-132.40w
CATL
The dollar rose to 155 against the yen, and the Bank of Japan may intervene
U.S. Treasury yields rise and the yen is under depreciation pressure.
11-132.40w
USDJPY
The soaring stock price is just an appetizer. What other good things will welcome Musk?
If the biggest winner in the U.S. election was Trump, then the second biggest winner was Musk.
11-072.49w
musk/Tesla/trump
Q3 chip profits plummet 40% Samsung wants to focus on developing high-end chips
Artificial intelligence has become the lifeblood of the chip industry's profits.
10-312.52w
Samsung/NVIDIA/TSMC
Boeing's largest strike continues as workers reject Boeing's proposal again
Not satisfied with a 35% salary increase?
10-252.52w
Boeing/Strike/S&P
Nvidia, blowing the wind of artificial intelligence to India
Do you dare to imagine an AI chip with curry flavor?
10-242.59w
Nvidia/Inida/AI
20 days to the election! Investors are betting on Trump's victory
The Trump Deal is strengthening.
10-172.59w
U.S. Election/U.S. Dollar Index/U.S. Treasury Bonds
Indian stock market sells heavily foreign investment in the short term, the market is "quite fragile"
Fortunately, in the wave of foreign investment withdrawal, India's local investors took over the chips.
10-162.50w
Indian stock market/Chinese stock market/Sensex30
Hyundai Motor India is about to go public through OFS
Hyundai will not issue new shares in this IPO.
10-082.59w
Hyundai Motors/IPO/Indian Stock Market
Strike Continues! Boeing Union Says Talks Halt Airplane Production Essentially Stopped
The contradictions between the two sides are intensifying.
09-292.65w
Boeing/Strike/S&P
英伟达RTX 5090规格曝光!性能、价格双双飙升!
除了RTX 50系列芯片,英伟达还有大招Blackwell正在路上。
09-272.65w
英伟达/RTX 5090/Blackwell
Swiss central bank cuts interest rate by 25 basis points with strong dovish wording
Inflationary pressures have fallen sharply in Switzerland, says Jordan, and the SNB is ready to cut rates again.
09-262.61w
SNB/Rate Cut/Fed
UK retail sales data for August beat expectations and just kept policy rates unchanged yesterday
Warming weather boosts food and clothing sales.
09-202.66w
BOE/Rate Cut/Deloitte
Francine storm disrupts crude oil production, oil price outlook remains cloudy
Although Francine's power has now weakened from the previous hurricane level, it still leads to a massive shutdown in the Gulf of Mexico.
09-132.77w
Brent Oil/WTI Oil/OPEC+会议
U.S. August PPI data moderate, Fed slightly cut interest rates more likely
PPI price index could provide early signs of where consumer inflation is headed.
09-132.69w
US PPI/Fed/Rate Cut
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Gareth
129articles
Investing is not just an act, it's something with a philosophical connotation.
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