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New normal for US stocks? Only a few weeks into 2026, there have already been five “sharp drops followed by V-shaped reversals.”

New normal for US stocks? Only a few weeks into 2026, there have already been five “sharp drops followed by V-shaped reversals.”

Just over a month into 2026, the US stock market has already repeatedly played out the same scenario: a sharp midday drop, loss of control in sentiment, but rapid recovery before closing, even returning to high levels. According to Wind-chasing Trading Desk, Deutsche Bank pointed out in its latest report

AI trading is more selective! Arm's performance beat expectations but still plunged 8% after hours, with focus on smartphone chain and memory constraints.

AI trading is more selective! Arm's performance beat expectations but still plunged 8% after hours, with focus on smartphone chain and memory constraints.

Despite delivering earnings and profits that both exceeded expectations, shares of British chip design giant Arm Holdings Plc plunged by over 8% at one point during after-hours trading on Wednesday. This dramatic market reaction shows that the threshold for AI-related companies has risen sharply among investors. Arm reported third-quarter revenue

Why are tech giants all investing heavily in OpenAI?

Why are tech giants all investing heavily in OpenAI?

The so-called $100 billion financing is essentially a self-rescue "blood transfusion" by tech giants to prevent the AI bubble from bursting. On February 4, senior reporter Ken Brown from The Information reported that OpenAI is raising as much as $100 billion. Nvidia may contribute $30 billion, Amazon $20

Sell first, ask questions later! Is the “software panic theory” overblown? Wall Street always overestimates the abilities of tech companies.

Sell first, ask questions later! Is the “software panic theory” overblown? Wall Street always overestimates the abilities of tech companies.

``` Wall Street's panic-driven selloff of software companies is replaying an old script in the tech industry. On Thursday, Bloomberg columnist Dave Lee said in his latest article that just four paragraphs of text on Anthropic PBC's website triggered a $300 billion stock market selloff, but such

Qualcomm conference call: AI data centers “drain” DRAM capacity, memory shortage will determine this year's smartphone market size

Qualcomm conference call: AI data centers “drain” DRAM capacity, memory shortage will determine this year's smartphone market size

``` On February 4 Eastern Time, Qualcomm held its FY2026 Q1 earnings call. According to Wallstreetcn, Qualcomm delivered record performance with revenue reaching $12.3 billion and Non-GAAP EPS at $3.50. QCT (chip business) revenue also set a record of $10.6 billion, and automotive business revenue grew 15% YoY

Trump: If Walsh dares to raise interest rates, he cannot possibly get nominated; he knows I want to cut rates.

Trump: If Walsh dares to raise interest rates, he cannot possibly get nominated; he knows I want to cut rates.

U.S. President Trump publicly stated that if his nominee for Federal Reserve Chairman, Waller, expressed a desire to raise interest rates, he would not be nominated at all. This statement has once again sparked concerns in the markets about the Fed’s independence and may become a focal issue

Bad debts in the US software industry are surging, and a "software-PE" death spiral is unfolding.

Bad debts in the US software industry are surging, and a "software-PE" death spiral is unfolding.

The U.S. software industry is facing a credit crisis triggered by artificial intelligence. On Thursday, according to data compiled by Bloomberg, over the past four weeks, more than $17.7 billion in tech company loans have fallen to distressed levels, pushing the total scale of bad debt in the