Powell: The economy is stronger than expected, the Federal Reserve can be "a bit more cautious" about cutting interest rates, and the Trump administration cannot set up a shadow Federal Reserve chair.
Powell stated that economic growth is stronger than expected at the time of the Federal Reserve's first rate cut in September, and there is no reason not to remain strong. Inflation has slightly increased, so the Fed can be more cautious regarding rate cuts while searching for a neutral interest rate level. There are no concerns about losing the Fed's independence, and there is confidence in maintaining good relations with the Trump administration. It is currently too early to determine the impact of Trump's tariffs and other policies on the economy and interest rate outlook.
The annual "big reshuffling" of the Nasdaq 100 is about to begin! Who is expected to join, and who will be eliminated?
This year's potential high-flying stocks like palantir, MSTR and more are expected to be included.
Will microsoft join the bitcoin camp? Shareholder voting will reveal the answer!
Microsoft will hold a shareholder vote on December 10th to decide whether to include bitcoin in the company's balance sheet.
In the midst of bullish sentiments, Moody's "pours cold water": two major risks loom, and the US stock market may face a significant correction next year!
① Moody's chief economist Mark Zandi warned that due to high asset prices and two major risks facing the market in the coming year, the U.S. stock market could experience a significant correction; ② He pointed out that two of Trump's policies could pose serious risks to the U.S. stock market, namely the tariff policy and immigration policy.
"First borders, then energy, and finally taxes," there is intense debate within the Republican Party over the "two-step" plan.
There are significant differences among House Republicans regarding the "two-step plan"; however, due to the narrow majority that the Republicans hold in the House, and the possibility that some Republican members may leave the House, any internal disagreement within the Republican party could hinder the smooth passage of the budget reconciliation bill.
Spending 10 billion dollars! Meta will build a giant AI datacenter in Louisiana.
① Meta plans to build a giant ai datacenter in Louisiana, investing 10 billion US dollars; ② The center is expected to create 500 operation positions and 5000 temporary construction positions. ③ Meta will meet the center's electrical utilities needs with wind power and cooperate with the energy company Entergy.
Nvidia is facing a new challenge from Amazon's ai chip, and its stock price is soaring!
As amazon accelerates the launch of its own ai chip Trainium 2 and announces that it will release a more powerful Trainium 3 in the future, nvidia's dominant position in the GPU market faces challenges.
Gary Black Says Tesla's Bitcoin Holdings Not 'Relevant' To TSLA's Stock Price, Urges Focus On EV Expansion And Share Buybacks
Warren Buffett Labeled It 'Playing With Fire' When The Indicator Named After Him Reached 140% — Cut To Today And Its Over 200%: Is A Downturn Looming?
After Trump's election victory, optimism among usa executives has soared.
A survey shows that after Trump won the usa presidential election, American corporate executives' views on the economy and their own business prospects have become significantly more optimistic.
Sam Altman Teases '12 Days Of OpenAI' Christmas Magic — Users Predict Unveiling Of Sora, O1 Reasoning Model And More
Musk's AI supercomputer will expand tenfold! 1 million GPUs are worth nvidia opening a branch.
① Musk's xAI will expand its supercomputer Colossus in Memphis, increasing its computing power tenfold; ② nvidia, Dell, and super micro computer are said to also settle in Memphis to assist in the development of Colossus; ③ xAI was established only a little over a year ago, with a valuation of 45 billion USD, its expansion speed has shocked the industry and is seen as a strong competitive advantage.
The "largest cloud manufacturer" clearly articulated the global strategy for AI: whether it is large models or chips, they will be options rather than the core.
AWS is betting on the 'productization of generative AI', taking products and services as the core of development, building a more user-friendly and accessible platform, reducing the threshold for users to use AI. In the future, the importance of large models will also gradually decrease, and models for different purposes will not differ much for users.
China restricts the export of rare metals, what does this mean for US chip stocks?
According to the estimates of the United States Geological Survey, if China completely bans the export of gallium and germanium, it may cause a loss of 3.4 billion US dollars to the USA GDP, with the semiconductor infrastructure industry accounting for over 40% of the net loss.
After bitcoin broke through $0.1 million, will MSTR be included in the Nasdaq? We will find out next week.
MicroStrategy is expected to be included in the Nasdaq 100 Index, thus entering the world's largest ETF: QQQ, which will significantly boost MSTR's stock price. However, some analysts argue that although MSTR currently meets the inclusion criteria, its bitcoin acquisition strategy may make the Nasdaq committee hesitant to classify it as a non-financial company. In any case, let's wait and see on December 13th.
OpenAI is throwing a "big surprise"? It has started a 12-day "shipmas" featuring new functionalities, products, and demonstrations.
OpenAI plans to start a 12-day "shipmas" event on December 5, featuring new functionalities, new products, and demonstrations. Sources familiar with OpenAI's plans have revealed that these announcements will include the long-awaited text-to-video AI tool Sora and a new inference model.
The giants are high-profile in giving out money, the AI arms race is in full swing, US chip stocks are all rising, is it likely to spark a new round of AI market?
The competition among technology giants for AI hardware has intensified. This week, amazon announced plans to build the world's largest AI computing cluster, followed by meta's announcement of a $10 billion AI datacenter, and news from xAI, owned by Musk, about its plan to expand its supercomputer project tenfold...
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1 million GPUs! Musk wants to expand the Colossus AI supercomputing cluster tenfold, continuing the AI infrastructure arms race.
The investment required for the expansion of Colossus is expected to reach hundreds of billions of dollars, while also incurring quite high costs for construction, power supply, and cooling. However, xAI has raised approximately $11 billion from investors so far this year.
Federal Reserve official Daly: There is no urgency for a rate cut!
San Francisco Federal Reserve President Daly stated that there is indeed a need to continue adjusting policies cautiously, but there is no sense of urgency. Previously, Federal Reserve Chairman Powell hinted that interest rate cuts could be made more gradually.