Memory Makers Likely to See Recovery in Second Half of 2025: Citi
Where is the end point of this round of Fed rate cuts? Goldman Sachs: Around 3.25-3.5%, 100 basis points higher than the peak of the previous cycle.
Goldman Sachs pointed out that there are two main reasons for the adjustment of the neutral rate, including the rise in interest rates in the bonds market and the updated estimates of the neutral rate by economic models. Furthermore, the adjustment is also supported by current strong fiscal spending and non-monetary policy factors such as risk appetite.
Salesforce CEO Marc Benioff Bets Big on Billion Bots
Trump wants to "interfere" with mmf policy? A Federal Reserve governor supports the independence of the central bank.
Kudrin pointed out that an independent central bank has higher credibility in the financial markets and among the public, can stabilize inflation expectations, and achieve inflation stability.
Charlie Munger: In the long run, "avoiding stupidity" can make us more outstanding.
Control the initial irrational emotions. When you are subjected to a huge stimulus, you may exhibit many strange behaviors. If you can remain wise during such times, you will benefit.
Microsoft Remains Confident in AI Investments Over Long Term: Jefferies
Federal Reserve Board member Cook: Policy must simultaneously focus on inflation and employment goals.
Federal Reserve Governor Coogle stated that policymakers must simultaneously focus on the central bank's inflation and employment targets, and pointed out that the labor market is cooling down, slowing progress towards the Federal Reserve's 2% inflation target.
Trump plans to establish a "Department of Government Efficiency," with Musk getting involved; investors need to understand six things.
Trump has chosen Musk and billionaire entrepreneur Ramaswamy to jointly lead the "Department of Government Efficiency", which may be a sign that Musk will hold an important position in the White House, ultimately becoming a bullish factor for Tesla.
Hims & Hers Health Stock Is Tumbling Thursday: What's Going On?
EVgo Bulls Think the Closing of the DOE Loan Could Be a Major Catalyst
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
US stock early market | The three major indexes fell, while disney rose more than 8% against the trend; semiconductor stocks rose overall, as asml holding increased by over 4%, and taiwan semiconductor, applied materials rose over 2%.
On Thursday, the three major US stock indices fell broadly. The s&p 500 dropped by 0.16%, the nasdaq fell by 0.20%, and the dow jones industrial average decreased by 0.11%.
CFPB Looking to Put Google Under Federal Supervision - WaPo
Fabrinet Initiated With Equal Weight at Barclays on Valuation, Rising Competition
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