All-Weather Media

Latest

Not only does AI have a "closed loop," but the US stock market does too: companies lay off employees to boost stock prices, rising stock markets stimulate consumption, and strong consumption supports performance.

Not only does AI have a "closed loop," but the US stock market does too: companies lay off employees to boost stock prices, rising stock markets stimulate consumption, and strong consumption supports performance.

``` It’s not just AI that has a “closed loop”—the US economy is also running within a non-typical “closed loop”: Companies boost stock prices through layoffs and cost-cutting, surging stock markets then stimulate consumption via the wealth effect, and strong consumption in turn supports corporate performance and economic resilience.

For the first time in history, China's "lending rate" has caught up with that of the United States.

For the first time in history, China's "lending rate" has caught up with that of the United States.

``` The U.S. dollar-denominated sovereign bonds issued by China’s Ministry of Finance in Hong Kong have reached a historic milestone, with the three-year bonds priced at par with U.S. Treasury yields, marking the first time China’s dollar borrowing costs have matched those of the United States. On

Dip-buying momentum weakens, US stock index futures fall, spot gold returns to the $4000 mark, and US Treasury bonds rise.

Dip-buying momentum weakens, US stock index futures fall, spot gold returns to the $4000 mark, and US Treasury bonds rise.

``` Corporate profits and optimistic economic data have already been priced in by the market, but concerns triggered by high valuations of technology stocks still persist. As buying on dips weakens, US and European stock markets remain sluggish, and risk aversion continues to push up US Treasury and gold prices. On

M&A battle intensifies: Pfizer and Novo Nordisk in multi-billion dollar bid for "weight-loss rising star" Metsera

M&A battle intensifies: Pfizer and Novo Nordisk in multi-billion dollar bid for "weight-loss rising star" Metsera

``` On Monday, the U.S. market saw four major deals announced in a single day with a total value exceeding $80 billion, pushing this year’s M&A frenzy to a new high. In this context, the bidding war between pharmaceutical giants Pfizer and Novo Nordisk for the “weight-loss

Oil prices surged in response! Report: Trump considers multiple offensive options against Venezuela, including seizing oil fields.

Oil prices surged in response! Report: Trump considers multiple offensive options against Venezuela, including seizing oil fields.

``` According to reports, the Trump administration has drawn up a list of potential military actions against Venezuela and is assessing related risks, marking a possible significant escalation in Washington's policy towards the South American country. After the news was released, international oil prices rose slightly. According to media

Next week’s AMD Analyst Day: Market focuses on AI demand realization and the inflection point for growth in the second half of 2026.

Next week’s AMD Analyst Day: Market focuses on AI demand realization and the inflection point for growth in the second half of 2026.

``` Recently, Bank of America Securities reiterated a “Buy” rating on AMD, emphasizing that the company’s core investment logic should focus on the major growth inflection point in the second half of 2026. According to Chasing Wind Trading Desk, a Bank of America analyst said in a report on November

Senate leaders send letter to Trump, requesting a meeting to end the government shutdown.

Senate leaders send letter to Trump, requesting a meeting to end the government shutdown.

According to a Xinhua News report, the US federal government “shutdown” has reached its 36th day, breaking the record of the 35-day shutdown from the end of 2018 to early 2019, making it the longest-lasting federal government shutdown in US history. The latest key development is that on November 5th,