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Revenue guidance raised, EPS stagnant: American Express plunges 6% after profit beats expectations, as the market reprices the “cost of growth.”

Revenue guidance raised, EPS stagnant: American Express plunges 6% after profit beats expectations, as the market reprices the “cost of growth.”

American Express's second quarter profit exceeded expectations, and the company raised its full-year revenue growth guidance to 10%. However, its stock price plunged after the earnings release. Before the US market opened on Friday, American Express announced its second-quarter earnings, with revenue of $19.64 billion, up 10%

Jensen Huang initiates, Elon Musk reposts: NVIDIA and more than 20 tech companies co-sign an open letter supporting open-weight AI models.

Jensen Huang initiates, Elon Musk reposts: NVIDIA and more than 20 tech companies co-sign an open letter supporting open-weight AI models.

``` Nvidia, Microsoft, Meta and 25 other US tech companies have jointly issued a letter warning policymakers not to impose "premature restrictions" on open-weight AI models. Nvidia CEO Jensen Huang and Microsoft CEO Satya Nadella both shared the open letter on their personal social media, showing a clear stance

"Not over yet; the situation is worsening!" HSBC warns: Dual chokepoints causing 'super squeeze' in commodities

"Not over yet; the situation is worsening!" HSBC warns: Dual chokepoints causing 'super squeeze' in commodities

``` Maritime transportation choke points are consecutively disrupted, and the global commodities market is facing a new round of supply shocks. On Friday, HSBC Chief Economist Paul Bloxham warned that as the Middle East conflict continues to escalate, the global commodities market has once again entered a supply-driven phase. Shipping through

The more the Fed "panics," the more stable U.S. Treasuries become? Bank of America’s Hartnett: Waller may be forced to raise rates to curb the surge in long-term bond yields.

The more the Fed "panics," the more stable U.S. Treasuries become? Bank of America’s Hartnett: Waller may be forced to raise rates to curb the surge in long-term bond yields.

``` U.S. long-term Treasury yields continue to climb, putting pressure on the bond market. The Chief Strategist of Bank of America believes that a "panic rate hike" may be just the remedy the bond market needs. The real yield on the 30-year U.S. Treasury has risen to

HOKA’s growth rate has dropped to single digits, and the logic behind new product expansion has yet to be realized.

HOKA’s growth rate has dropped to single digits, and the logic behind new product expansion has yet to be realized.

``` HOKA’s growth rate is visibly slowing down. On July 23, HOKA’s parent company Deckers Brands disclosed its results for the first quarter of fiscal year 2027, ending in June. The company’s revenue increased by 5.7% year-on-year to $1.02 billion, and diluted earnings per share climbed

The next hidden danger after oil prices break 100! El Niño combined with geopolitical conflicts triggers a global food inflation alarm.

The next hidden danger after oil prices break 100! El Niño combined with geopolitical conflicts triggers a global food inflation alarm.

``` The blockade of the Strait of Hormuz triggered by the Iran conflict is causing an unprecedented structural split in the global fertilizer supply chain. Combined with the threat of El Niño climate, the global food market is nearing a dual supply crisis that could repeat the stagflation pattern of the

"YOLO" retail investors got trapped! Momentum factor sees largest drawdown in four years, hottest group stocks evaporate 25% in a month.

"YOLO" retail investors got trapped! Momentum factor sees largest drawdown in four years, hottest group stocks evaporate 25% in a month.

``` The rapid collapse of momentum trading is hitting its most loyal followers—retail investors—hard. The basket tracking stocks most favored by retail investors has posted its worst monthly decline since 2022, and the Russell 1000 high retail participation basket compiled by Jefferies has dropped more than 25% since June.