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Goldman Sachs remains optimistic about Snowflake: slowing growth is not a concern, core metrics are healthy, and AI momentum is still strong.

Goldman Sachs remains optimistic about Snowflake: slowing growth is not a concern, core metrics are healthy, and AI momentum is still strong.

Although Snowflake’s latest financial report showed a slowdown in revenue growth compared to previous periods and triggered volatility in its share price in after-hours trading, Goldman Sachs maintained its "Buy" rating and raised its target price to $275. Goldman Sachs believes that concerns over short-term growth fluctuations

Who will take the baton after gold? Citi’s outlook for 2026 favors platinum group metals, driven by industrial substitution and valuation recovery.

Who will take the baton after gold? Citi’s outlook for 2026 favors platinum group metals, driven by industrial substitution and valuation recovery.

``` In 2026, Citi’s research team maintains a moderately positive outlook on global precious metals stocks, explicitly favoring platinum group metals (PGMs) over gold. According to Chase Wind Trading Desk, Citibank stated in its latest research report that compared to gold, platinum group metals have better risk-return characteristics in 2026.

Copper price hits new high, Citibank forecasts next stop at $13,000.

Copper price hits new high, Citibank forecasts next stop at $13,000.

As copper prices reach historic highs, Citi’s bullish forecast injects new momentum into the rally. On Friday, Citi projected in its baseline scenario that, due to US stockpiling causing supply shortages in other regions, copper prices will average $13,000 per ton in the second quarter of next year.

Can Oracle stock reverse its decline? Two major highlights in next week's earnings report worth watching

Can Oracle stock reverse its decline? Two major highlights in next week's earnings report worth watching

``` Oracle will release its Q2 financial report next Wednesday, and its stock price has recently come under pressure due to massive investments in the AI field and reliance on OpenAI. The enterprise tech giant has a market cap of $807.7 billion, and its stock price has dropped more than

K-shaped Divergence in Major Asset Pricing--Subsequent Evolution of the "Fiscal Risk Premium"

K-shaped Divergence in Major Asset Pricing--Subsequent Evolution of the "Fiscal Risk Premium"

The current market is at an extremely dangerous and divided moment. According to Wind-Chasing Trading Desk, on December 4, Southwest Securities Research shows that since 2023, global major asset pricing has entered a brand-new “fiscal dominance” stage, and the traditional macroeconomic transmission logic has basically failed. The market exhibits severe

The streaming king "swallows" a century-old Hollywood studio: Netflix plans to acquire Warner Bros.'s film production business and HBO Max

The streaming king "swallows" a century-old Hollywood studio: Netflix plans to acquire Warner Bros.'s film production business and HBO Max

Warner Bros. Discovery has entered into exclusive negotiations with Netflix, planning to sell its film studio and HBO Max streaming service. This deal will merge the world’s leading paid streaming platform with one of Hollywood’s oldest and most prestigious studios, bringing seismic change to the entertainment industry. On

Before the U.S. September PCE release, European and American stocks rose, Japanese stocks fell, the yen strengthened, copper hit a new high, and gold and silver increased.

Before the U.S. September PCE release, European and American stocks rose, Japanese stocks fell, the yen strengthened, copper hit a new high, and gold and silver increased.

Overnight unemployment data did not affect expectations of U.S. interest rate cuts. Ahead of the delayed release of the U.S. September PCE inflation data, European and U.S. stocks rose, and the dollar came under pressure. Meanwhile, expectations for the Bank of Japan to raise interest rates heated