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``` Despite strong AI-driven first-quarter earnings performance among U.S. companies, the risk of cooling consumer spending is emerging as a potential stumbling block for U.S. stocks. According to Bloomberg, UBS Chief Strategist Bhanu Baweja pointed out that as the growth rate of real disposable income nears zero and the

``` U.S. Treasury yields have climbed to multi-year highs while the stock market is approaching historical peaks at the same time. This seemingly contradictory combination is causing some investors concern. Bloomberg columnist Jonathan Levin points out that high bond yields are not a market alarm, but are a necessary counterbalancing

The continued rise in US Treasury yields is reshaping the cross-asset landscape, and Goldman Sachs believes investors should not only focus on the absolute level of yields—the speed of change and the underlying drivers are also key variables in determining whether the stock market can absorb rate pressure. According

``` About a month after the release of Anthropic’s AI model Mythos, concerns that it might trigger large-scale hacking attacks are increasingly seen as exaggerated by cybersecurity professionals. Although the launch of Mythos initially sparked heightened vigilance among governments and financial regulators—with officials from multiple countries urgently assessing risks

Accelerated iteration of AI servers is reshaping the landscape of the PCB copper foil industry. Goldman Sachs’ latest research report points out that as demand for high-end HVLP copper foil enters the phase of large-scale adoption in the second half of 2026, supply-demand imbalance will continue to intensify over the

``` Inflationary pressure has reignited, pushing global bond yields to multi-year highs. The yield on the U.S. 30-year Treasury touched 5.18%, the highest since 2007; the 10-year yield climbed to 4.66%, marking a new high since January 2025. The market once expected that, after Walsh takes over as