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Goldman Sachs launches "AI Shock Resistant" themed investment portfolio: long computing power and security, short replaceable software stocks

Goldman Sachs launches "AI Shock Resistant" themed investment portfolio: long computing power and security, short replaceable software stocks

``` In response to the increasing volatility of software stocks, Goldman Sachs has recently launched a new customized portfolio that bets on companies considered less susceptible to disruption by artificial intelligence (AI). Goldman’s new offering is a software stocks “long-short pair trading” portfolio: going long on companies deemed difficult to

SpaceX is sprinting towards an IPO: plans to use a dual-class share structure, and will consider restructuring debt after merging with xAI.

SpaceX is sprinting towards an IPO: plans to use a dual-class share structure, and will consider restructuring debt after merging with xAI.

Recent reports show that SpaceX is making a final push for an IPO later this year. The trillion-dollar aerospace giant has chosen an unusual path: consolidating Elon Musk's control through a dual-class share structure, while also addressing the heavy debt burden accumulated after the merger with xAI. Reportedly,

How does Wall Street view January's CPI? Inflation concerns have temporarily eased, and the probability of three rate cuts this year has risen to 50 percent.

How does Wall Street view January's CPI? Inflation concerns have temporarily eased, and the probability of three rate cuts this year has risen to 50 percent.

In the early months of the year when inflation usually heats up, US inflation data has instead grown moderately, with core CPI year-on-year growth slowing to its lowest level in nearly five years, indicating continued relief from price pressures. This unexpectedly soft inflation report has boosted market expectations for Fed

Will Trump tariffs be decided next week? U.S. Supreme Court to announce a new batch of rulings on February 20

Will Trump tariffs be decided next week? U.S. Supreme Court to announce a new batch of rulings on February 20

The U.S. Supreme Court will release a new batch of decisions on February 20, which means the fate of the Trump administration’s signature tariff policy could be determined as early as next Friday. If the decision overturns the relevant tariffs, it will be the greatest legal setback Trump

VLCC sector turmoil: Russia only a short-term disruption, South Korea’s Sinokor controls 25% market share and holds pricing power

VLCC sector turmoil: Russia only a short-term disruption, South Korea’s Sinokor controls 25% market share and holds pricing power

I. What happened? Massive shock in the oil shipping sector 1. Coordinated surge in the global oil shipping sector since the beginning of the year: On February 12, 2026, China's A-share market leaders COSCO Shipping Energy and China Merchants Energy Shipping both hit their upper limit at the

AI demand remains strong but can't boost the stock price! Nvidia has risen only 1% so far in the fourth quarter, as market sentiment turns cautious.

AI demand remains strong but can't boost the stock price! Nvidia has risen only 1% so far in the fourth quarter, as market sentiment turns cautious.

Despite the continued expansion of capital expenditure in the field of artificial intelligence, Nvidia’s stock performance has cooled off. This AI chip giant has risen only about 1% since the fourth quarter, with its current price-earnings ratio around 24 times, roughly equal to the Nasdaq 100 Index, indicating the

U.S. January CPI year-on-year 2.4% lower than expected, core CPI year-on-year 2.5%

U.S. January CPI year-on-year 2.4% lower than expected, core CPI year-on-year 2.5%

U.S. January CPI year-on-year 2.4%, expected 2.5%, previous value 2.7%; January CPI month-on-month 0.2%, expected 0.3%, previous value 0.3%. U.S. January core CPI year-on-year 2.5%, expected 2.5%, previous value 2.6%. U.S. January core CPI month-on-month 0.3%, expected