All-Weather Media

Admin

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

Reaching a short-term result in negotiations is unrealistic! Trump says "the goal is to force Iran to abandon the development of nuclear weapons," while Iran's Supreme Leader "regards both nuclear and missile capabilities as national assets."

Reaching a short-term result in negotiations is unrealistic! Trump says "the goal is to force Iran to abandon the development of nuclear weapons," while Iran's Supreme Leader "regards both nuclear and missile capabilities as national assets."

``` The fundamental differences between Iran and the U.S. on the nuclear issue are intensifying the deadlock in negotiations between the two sides. On May 1 local time, according to a report by Xinhua News Agency, Iranian Foreign Ministry spokesperson Baghai made it clear in a TV program that it

"‘Explosive earnings report’ becomes ‘selling opportunity’, SanDisk and Western Digital shares tumble after results."

"‘Explosive earnings report’ becomes ‘selling opportunity’, SanDisk and Western Digital shares tumble after results."

``` The better the financial report, the harder the drop? On April 30 local time, US storage giants Western Digital and Sandisk released their third quarter results. Revenue, profit, and guidance all exceeded Wall Street expectations, with strong forward guidance for the next quarter. However, the market reaction was unexpected: both

Tech giants' AI spending soars, so why is Nvidia still falling?

Tech giants' AI spending soars, so why is Nvidia still falling?

``` The intensive increase in AI capital expenditure by tech giants should logically be a major boon for Nvidia, but the market has given a completely opposite answer. On Thursday, Nvidia's stock price dropped more than 4%, falling below the $200 mark, with a single-day drop of nearly $10.

Musk returns to the witness stand: Says he “only read the headline” and did not read the details of the profit transformation plan.

Musk returns to the witness stand: Says he “only read the headline” and did not read the details of the profit transformation plan.

Musk's lawsuit with OpenAI enters its third day. This case may not only reshape the governance structure of the world's most valuable AI company but could directly impact its potential trillion-dollar IPO process. According to Reuters, during cross-examination in a California court on Thursday, Musk admitted

Wall Street Insights Breakfast FM-Radio | May 1, 2026

Wall Street Insights Breakfast FM-Radio | May 1, 2026

``` Huajian Morning Voice Please upgrade to the latest version of Jianwen APP to successfully listen to the following audio. Market Overview Strong overall US corporate earnings and resilient economic data boosted US stocks to a strong finish for the last trading day of April. On Thursday, S&P 500