All-Weather Media

Admin

After the surge, 59% of the U.S. stock market's value relies on future expectations; forward guidance this earnings season is more important than actual performance.

After the surge, 59% of the U.S. stock market's value relies on future expectations; forward guidance this earnings season is more important than actual performance.

After the S&P 500 rebounded sharply from its April low, valuation concerns returned to the forefront. The current market pricing logic requires that EPS achieve an average annual compound growth of over 11% for the next five years, a level that has rarely been sustained in the past

The real bottleneck in CPO mass production: not manufacturing, but testing

The real bottleneck in CPO mass production: not manufacturing, but testing

As the computing power expansion of AI data centers pushes CPO toward mass production, a neglected link is becoming the bottleneck of the entire industry chain—testing. With the ongoing expansion of AI data center scale, traditional copper interconnects are approaching their physical limits. Co-Packaged Optics (CPO) is regarded by

Claude handled the entire "negotiation and transaction," and Anthropic quietly "tested the waters" in e-commerce last Friday.

Claude handled the entire "negotiation and transaction," and Anthropic quietly "tested the waters" in e-commerce last Friday.

``` AI is coming aggressively—is the next target the e-commerce industry? A recent internal experiment by Anthropic shows that AI agents can now autonomously conduct negotiations and transactions in real market environments, giving outsiders a glimpse into the beginnings of an "agent economy." The experiment, called "Project

Key lawmakers "relaxed their stance," and the "biggest obstacle" for Walsh to take over as Fed chair on May 15 has been cleared.

Key lawmakers "relaxed their stance," and the "biggest obstacle" for Walsh to take over as Fed chair on May 15 has been cleared.

The biggest political obstacle preventing Kevin Walsh from becoming the Chair of the Federal Reserve has been removed, and his confirmation process is expected to advance rapidly this week. According to Bloomberg, Thom Tillis, a member of the Senate Banking Committee and Republican Senator from North Carolina, announced on Sunday

"Super Thursday" is here! The Federal Reserve stages "Powell's last dance," and the four giants are releasing their financial reports on the same day.

"Super Thursday" is here! The Federal Reserve stages "Powell's last dance," and the four giants are releasing their financial reports on the same day.

Within one day, Wall Street has to digest four major tech giants' earnings reports and multiple interest rate decisions—this day is regarded by the market as "the most important earnings day in recent years." On April 29 Eastern Time (early hours to morning on April 30

Wall Street Insights Breakfast FM-Radio | April 27, 2026

Wall Street Insights Breakfast FM-Radio | April 27, 2026

``` Hua Jian Morning Voice Please upgrade to the latest version of the Jianwen app to successfully listen to the audio below. Market Overview On Friday, expectations for renewed US-Iran negotiations rose, Intel's stock price soared after earnings, and the US Department of Justice dropped its criminal investigation into

The Iran war is "shrouded in mystery," global tech stocks are "exploding upward"! Goldman Sachs hedge fund business executive: This market is very difficult to navigate.

The Iran war is "shrouded in mystery," global tech stocks are "exploding upward"! Goldman Sachs hedge fund business executive: This market is very difficult to navigate.

The collision of geopolitical risks and the supercycle of technology is reshaping the current market trading logic. Tony Pasquariello, Head of Hedge Fund business at Goldman Sachs, said in his latest market assessment that despite the S&P 500 index hitting new historic highs again this week, the trading