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``` Morgan Stanley believes that Samsung Electronics is regaining dominance in the memory market with its "technology-first leadership" strategy, and its earnings per share in 2026 will surge by more than 150% compared to 2025. According to news from Chasing Wind Trading Desk, Morgan Stanley analysts stated in a

To fund the massive investments in artificial intelligence (AI), tech companies are pouring into the bond market at an unprecedented scale. According to a Wall Street Journal report on November 23, since early September this year, so-called “AI hyperscalers”—including Amazon, Alphabet, Meta, and Oracle—have issued nearly $90 billion

``` Although the release of the September employment report was delayed, this did not change Goldman Sachs' core views on the path of Fed monetary policy. Goldman’s base forecast indicates that after a rate cut in December, the FOMC may pause action in January 2026, followed by two additional

``` Index compiler giant MSCI has proposed removing companies holding substantial crypto assets from its Global Investable Market Indexes, sparking strong opposition from the crypto community. MicroStrategy, which holds a large amount of Bitcoin, is the primary target, while JPMorgan, which published a related research report, has unexpectedly become a target

Visa and Mastercard are accelerating their adoption of cryptocurrency payments, betting on the growth potential of stablecoins in developing countries while defending against competitive threats from merchants bypassing their networks. According to The Information on Monday, the two payment giants have recently expanded their overseas crypto payment businesses and are

``` Although the S&P 500 index has only retreated a few percentage points from its historical high, market trading sentiment has plunged to a freezing point. Goldman Sachs’ head trader Brian Garrett stated that despite a 100 basis point rebound on Friday, it was regarded as one of the