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AI trading has become a "rubber band," top Goldman Sachs trader says: The question is "when will it snap."

AI trading has become a "rubber band," top Goldman Sachs trader says: The question is "when will it snap."

``` Between the massive investment in AI infrastructure and the uncertainty of its returns, a rubber band is being stretched tighter and tighter. The latest analysis by two core trading supervisors of Goldman Sachs EMEA equity business points out that hyperscalers such as Microsoft, Amazon, Alphabet, and Meta are betting on

Small drop for good performance, a plunge for poor performance! U.S. tech stocks trapped in a "vicious cycle."

Small drop for good performance, a plunge for poor performance! U.S. tech stocks trapped in a "vicious cycle."

``` U.S. tech stocks are caught in a dilemma that leaves investors with no easy options: impressive earnings fail to boost share prices, while disappointing results trigger steep drops. This asymmetric market reaction is shaking Wall Street’s confidence in the AI investment story and accelerating capital flight from high-valuation

Hynix ADR premium at 51%, global funds are pouring into Korean ETFs.

Hynix ADR premium at 51%, global funds are pouring into Korean ETFs.

``` The huge price gap between SK Hynix American Depositary Receipts (ADR) and Korean local shares is fueling a proxy trading frenzy around Korean ETFs. BlackRock's $23 billion iShares MSCI Korea ETF (ticker: EWY) attracted over $1.1 billion in a single day on Wednesday, following a record net

Early warning of performance leads to stock price plummeting; is IBM “backfiring” its own efforts?

Early warning of performance leads to stock price plummeting; is IBM “backfiring” its own efforts?

``` IBM hoped to gain trust through honesty, but ended up with the most brutal single-day stock price crash in its history. On July 15, IBM issued a second quarter earnings warning ahead of schedule. CEO Arvind Krishna wrote directly in a public letter to investors: "We messed up this

South Korean stock market plunges! One out of every 30 Korean adults faces margin calls, with forced liquidation rates soaring from 2.1% to 10%.

South Korean stock market plunges! One out of every 30 Korean adults faces margin calls, with forced liquidation rates soaring from 2.1% to 10%.

``` Over the past week, the decline in the South Korean stock market has evolved from a market-level price revaluation into a widespread leverage liquidation event affecting society at large. According to data from the Korea Financial Supervisory Service, as of July 13, more than 1.2 million leveraged retail investor

US Democratic Senator Warren calls for an investigation into Federal Reserve Governor Bowman, alleging that her commissioning of the SVB collapse review may involve misuse of government resources.

US Democratic Senator Warren calls for an investigation into Federal Reserve Governor Bowman, alleging that her commissioning of the SVB collapse review may involve misuse of government resources.

Michelle Bowman, Vice Chair for Supervision at the Federal Reserve, has once again become embroiled in a political storm. Democratic Senator Elizabeth Warren has sent a letter to the Federal Reserve Inspector General regarding Bowman’s commissioning of a consulting firm to launch a new investigation into the collapse of

President of the Kansas City Federal Reserve: Inflation is overheated and has stayed above target for too long.

President of the Kansas City Federal Reserve: Inflation is overheated and has stayed above target for too long.

``` Several Federal Reserve officials issued intensive warnings this week, stating that inflation remains the primary threat and the policy path is still unclear. On July 16, Jeff Schmid, President of the Kansas City Federal Reserve, said, inflation is currently his biggest concern, and the risk of further acceleration in inflation