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Strong earnings combined with the US-Iran standoff: Apple rises 3% pre-market, oil continues to climb, gold drops 1%, yen keeps strengthening

Strong earnings combined with the US-Iran standoff: Apple rises 3% pre-market, oil continues to climb, gold drops 1%, yen keeps strengthening

``` Technology stock performance diverges, the effect of yen intervention continues, and oil prices keep climbing amid US-Iran conflict risks—a jumble of multiple trends, as the market takes a breather after a strong rebound in April. On Friday (May 1), US stock futures and Asia-Europe markets showed clear divergence before

September becomes a critical point! JPMorgan: By then, oil inventories will approach their limits, and the Strait of Hormuz "will reopen no matter what."

September becomes a critical point! JPMorgan: By then, oil inventories will approach their limits, and the Strait of Hormuz "will reopen no matter what."

``` The global oil market is consuming a shrinking buffer. According to Wind Trading Desk, JPMorgan’s commodities team recently issued an analysis warning about the current global crude oil inventory: On the surface, there are 8.4 billion barrels in global inventory, seemingly ample; but peeling back this number, only

In 2027, will AI capital expenditure reach 1 trillion dollars?

In 2027, will AI capital expenditure reach 1 trillion dollars?

``` The AI arms race is accelerating, and the bill is much bigger than the market anticipated. According to Chasing Wind Trading Desk, on April 29, BofA Securities released a semiconductor industry research report. Analyst Vivek Arya’s team, after the four major U.S. tech giants—Google (Alphabet), Microsoft, Amazon

Middle East turmoil drives up costs! Consumer giant Unilever is set to raise prices.

Middle East turmoil drives up costs! Consumer giant Unilever is set to raise prices.

Middle East conflict is spreading from oil prices to supermarket shelves. On April 30, global consumer goods giant Unilever announced that due to the Iran war driving up commodity prices and supply chain costs, the company will raise prices on some products, with the price increases focused on home care

Google and Caterpillar become "big winners"; AI and earnings reports outweigh war, making April's US stock market the strongest since 2020.

Google and Caterpillar become "big winners"; AI and earnings reports outweigh war, making April's US stock market the strongest since 2020.

``` U.S. stocks ended April strongly, with the appeal of corporate earnings and AI narratives overshadowing the shadows of war, inflation, and interest rates. On Thursday, the S&P 500 index rose 1% to a record high. For the entire month, the S&P 500 jumped 10% in

The wolf has finally arrived! Japan intervenes for the first time in two years, yen surges, oil prices, US stocks, and US bonds move in tandem.

The wolf has finally arrived! Japan intervenes for the first time in two years, yen surges, oil prices, US stocks, and US bonds move in tandem.

A foreign exchange intervention stirred up four markets: the dollar, oil prices, US Treasury bonds, and US stocks. On the night of April 30, Japan officially intervened in the foreign exchange market for the first time in two years. According to Reuters and other media citing informed sources, the Japanese

Google sees "largest historical surge" while Nvidia plummets! Senior semiconductor analyst at Goldman Sachs recommends "go long on cloud, reduce chip holdings."

Google sees "largest historical surge" while Nvidia plummets! Senior semiconductor analyst at Goldman Sachs recommends "go long on cloud, reduce chip holdings."

Goldman Sachs believes that amid the AI infrastructure construction boom, investors should shift their positions from chip stocks to cloud computing giants. On Thursday, Alphabet’s stock price surged 10% in a single day, with its market value increasing by $421 billion, marking the company’s largest single-day market value