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AI demand remains strong but can't boost the stock price! Nvidia has risen only 1% so far in the fourth quarter, as market sentiment turns cautious.

AI demand remains strong but can't boost the stock price! Nvidia has risen only 1% so far in the fourth quarter, as market sentiment turns cautious.

Despite the continued expansion of capital expenditure in the field of artificial intelligence, Nvidia’s stock performance has cooled off. This AI chip giant has risen only about 1% since the fourth quarter, with its current price-earnings ratio around 24 times, roughly equal to the Nasdaq 100 Index, indicating the

U.S. January CPI year-on-year 2.4% lower than expected, core CPI year-on-year 2.5%

U.S. January CPI year-on-year 2.4% lower than expected, core CPI year-on-year 2.5%

U.S. January CPI year-on-year 2.4%, expected 2.5%, previous value 2.7%; January CPI month-on-month 0.2%, expected 0.3%, previous value 0.3%. U.S. January core CPI year-on-year 2.5%, expected 2.5%, previous value 2.6%. U.S. January core CPI month-on-month 0.3%, expected

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AI panic has crushed software—but was the market actually wrong?
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``` AI panic has crushed software—but was the market actually wrong? ```

Recent market panic over artificial intelligence potentially disrupting the traditional software industry has led to heavy losses in related sectors. However, the latest analysis from mainstream Wall Street institutions points out that such sell-offs may be severely exaggerated. HSBC refuted the notion of "AI replacing software" in its

A $148 billion bet: Why does Goldman Sachs believe the market misunderstood Microsoft's capital expenditure?

A $148 billion bet: Why does Goldman Sachs believe the market misunderstood Microsoft's capital expenditure?

Since the financial report was released on January 28, Microsoft’s stock price has dropped about 15%. The market’s concerns focus on two core issues: first, the substantial upward revision of capital expenditure without a corresponding increase in Azure growth guidance, putting the investment return logic under scrutiny; second,

Baisent: Inflation is expected to fall to 2% by mid-2026, and GDP may reach 3% this year.

Baisent: Inflation is expected to fall to 2% by mid-2026, and GDP may reach 3% this year.

``` On February 13, U.S. Treasury Secretary Besente made remarks on the CNBC program. Besente mentioned Fed nominee Walsh, stating that the Senate Banking Committee is also investigating related projects of the Federal Reserve. Advancing the Senate hearing is very important. "We believe an agreement has been reached regarding

Was Tencent wrongly targeted?

Was Tencent wrongly targeted?

A debate about "who is the AI winner" is causing fundamentally solid companies to suffer unjustified sell-offs. As investors shift their focus from steady profit growth to advanced model development and chatbot competition, Tencent's valuation has dropped to its lowest levels in recent years. Since the

Profit margin is only a fraction of its peers—how much longer can Tesla keep its "Magnificent Seven" tag?

Profit margin is only a fraction of its peers—how much longer can Tesla keep its "Magnificent Seven" tag?

Tesla has always been an outlier among the “Big Seven” US stocks, and its recent efforts to shift toward artificial intelligence have further accentuated its incongruence. Although this label is primarily based on stock price performance, the gap between Tesla and tech giants like Alphabet, Microsoft, and Nvidia is widening