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Truck and SUV demand boosts performance! General Motors’ Q2 results exceed expectations, second upward guidance adjustment this year

Truck and SUV demand boosts performance! General Motors’ Q2 results exceed expectations, second upward guidance adjustment this year

``` As its electric vehicle business continues to face pressure, General Motors relied on its high-profit pickup truck and SUV product line to deliver a quarterly report that exceeded expectations, raising its full-year performance guidance for the second time this year. In the second quarter, the company’s adjusted earnings per

Intel and AMD Earnings Preview: Signs of Recovery Emerging in Data Centers, PC Market Still Faces Uncertainties

Intel and AMD Earnings Preview: Signs of Recovery Emerging in Data Centers, PC Market Still Faces Uncertainties

``` The strong recovery in server CPU demand is providing crucial support for Intel and AMD, but the continued weakness in the PC market poses a non-negligible downside risk. The upcoming quarterly results of both companies will be tested by the market amid this divergent landscape. According to Chasewind Trading Desk,

"Good news" becomes "bad news": The more US economic data exceeds expectations, the more the S&P 500 falls.

"Good news" becomes "bad news": The more US economic data exceeds expectations, the more the S&P 500 falls.

The US economy continues to outperform expectations, yet it has not provided new upward momentum for US stocks. The latest research from market research and asset management firm Leuthold Group finds that when economic data is strong enough, the market focus often quickly shifts from corporate earnings and fundamentals to

Tech stocks rebound strongly, but Citi pours cold water: The unwinding of U.S. equity positions is far from over.

Tech stocks rebound strongly, but Citi pours cold water: The unwinding of U.S. equity positions is far from over.

``` The Asia-Pacific and US tech sectors saw a strong rebound on Tuesday, but Citi has warned that the process of resetting US equity positions is not yet complete and investors should not relax too soon. The team of Citi strategists led by David Chew pointed out that the recent sharp

After gold prices plunge 20%, is a buying opportunity emerging? Wall Street: The logic of buying the dip remains intact

After gold prices plunge 20%, is a buying opportunity emerging? Wall Street: The logic of buying the dip remains intact

``` Gold has recently undergone its most intense correction since years of bull markets, but some Wall Street institutions believe this is more like a phase-driven pullback due to interest rate expectations, rather than a reversal of its long-term logic. Against the backdrop of central banks continually increasing gold holdings, unresolved

Where is the next core bottleneck for AI hardware?

Where is the next core bottleneck for AI hardware?

``` The AI wave is reshaping the global workforce structure, but for the technology hardware and semiconductor industries, this transformation brings net gains rather than shocks—the sustained expansion of computing power demand is pushing structural constraints on the supply side to the forefront. According to ZF Trading Desk, citing Morgan

J.P. Morgan: The deleveraging process in Korean stocks is more than halfway done, KOSPI still sees 12,500 points.

J.P. Morgan: The deleveraging process in Korean stocks is more than halfway done, KOSPI still sees 12,500 points.

``` Since the peak on June 22, the Korea KOSPI Index has cumulatively fallen by 26%, and the market was once in a state of panic. However, JPMorgan's latest report believes that the nature of this round of plunges is not due to economic or corporate profits deterioration, but