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``` As risk assets return to historic highs, Goldman Sachs warns: the market rally is too aggressive, making it a good opportunity to set up cross-asset hedges. Goldman Sachs trader Tom Shea pointed out in his latest report that the current market is "overbought." He advises investors to "

Author: Xu Chao Source: Hard AI Morgan Stanley released an in-depth report, systematically breaking down for the first time the strategic similarities and differences between the two listed Neocloud companies—CoreWeave and Nebius. According to Morgan Stanley analysts, CoreWeave has established industry leadership through its scale advantage, solid execution record,

``` On the 16th, TSMC stated at its 2026 Q1 earnings call that it expects sales in the second quarter to be between $39 billion and $40.2 billion, while the market estimate is $38.11 billion. The Middle East crisis may affect the company’s profitability. More updates to follow…

CATL’s first-quarter results far exceeded market expectations, but what’s more noteworthy is that multiple new growth curves supporting its next phase are accelerating and taking shape simultaneously. According to a quarterly report review by Huatai Securities released on April 16, CATL achieved revenue of 129.131 billion RMB

A major diplomatic breakthrough has emerged in the Middle East, with prospects for peace driving global financial markets higher. According to Xinhua News Agency, Trump announced on social media on the 15th that Israeli and Lebanese leaders will hold talks the next day, marking the first direct communication between the

``` Amid trade friction and macroeconomic uncertainty clouding the market, enthusiasm for AI infrastructure financing remains undiminished. According to a Thursday report by Bloomberg, a data center project associated with Alphabet-owned Google is seeking to issue $5.7 billion in junk bonds to fund the construction of AI infrastructure, setting a