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No rate cuts likely this year! US October nonfarm payrolls not released, November report unexpectedly to be published after the Fed’s December meeting

No rate cuts likely this year! US October nonfarm payrolls not released, November report unexpectedly to be published after the Fed’s December meeting

``` On Wednesday local time, the U.S. Bureau of Labor Statistics (BLS) said that it will not release the October non-farm payrolls report, but will instead include the relevant employment data in the November report. The November non-farm payrolls report will be released on December 16, more than a week

AMD, Cisco, and Saudi AI company Humain establish a joint venture, planning to build a 1-gigawatt data center within 5 years.

AMD, Cisco, and Saudi AI company Humain establish a joint venture, planning to build a 1-gigawatt data center within 5 years.

``` AMD, Cisco, and Saudi Arabian AI startup Humain announced on Wednesday the establishment of a joint venture company, planning to build data centers in the Middle East, with construction expected to begin next year. Their goal is to build up to 1 gigawatt of AI infrastructure by 2030, and they

Target's same-store sales have declined for three consecutive quarters, its full-year guidance was lowered, and the stock price has fallen back to 2019 levels.

Target's same-store sales have declined for three consecutive quarters, its full-year guidance was lowered, and the stock price has fallen back to 2019 levels.

Target released its earnings report before the market opened on Wednesday. Although third-quarter results exceeded analysts’ expectations, the company lowered its full-year profit outlook, suggesting that its business turnaround plan will take longer as it faces pressure from price cuts and weak demand in core categories. According to the report,

The European Union has stepped up technology regulation and launched an antitrust investigation into the cloud businesses of Amazon and Microsoft.

The European Union has stepped up technology regulation and launched an antitrust investigation into the cloud businesses of Amazon and Microsoft.

The European Union has further intensified its regulation of American tech giants. On Monday, the European Commission announced the launch of three separate investigations into the cloud computing businesses of Amazon and Microsoft, assessing whether both companies should be subject to stricter oversight under the Digital Markets Act (DMA). Two

Late-night surprise! Central Huijin plays its broker trump card: the trillion-yuan grand scheme behind CICC’s "elephant swallowing"

Late-night surprise! Central Huijin plays its broker trump card: the trillion-yuan grand scheme behind CICC’s "elephant swallowing"

Late at night on November 19, major news broke in China’s securities industry! CICC, Dongxing Securities, and Cinda Securities—three brokerages under Huijin Holdings—simultaneously announced a major asset restructuring. The three brokerages will merge into one, becoming another "brokerage aircraft carrier" in China. Based on the

Goldman Sachs buy-side research feedback: AI will remain the main theme in 2026, but the focus has shifted to TPUs and high-end packaging and testing.

Goldman Sachs buy-side research feedback: AI will remain the main theme in 2026, but the focus has shifted to TPUs and high-end packaging and testing.

``` As the market is abuzz about an AI valuation bubble, Goldman Sachs’ latest buy-side survey report clearly states that AI will remain the main theme of the market in 2026. According to feedback from more than 35 investors surveyed by Goldman Sachs in Singapore, the investment logic of the Taiwan

Another major move by the Huijin group! CICC plans to absorb and merge with Dongxing Securities and Cinda Securities.

Another major move by the Huijin group! CICC plans to absorb and merge with Dongxing Securities and Cinda Securities.

``` The Huijin-affiliated securities firms are planning a major restructuring. On November 19, CICC, Dongxing Securities, and Cinda Securities all announced that they are planning significant asset restructuring. CICC is planning to absorb and merge Dongxing Securities and Cinda Securities through a share swap. Trading of CICC, Dongxing Securities, and Cinda