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"After its earnings report, the 'hot energy storage stock' Bloom Energy soared again, up more than 350% this year."

"After its earnings report, the 'hot energy storage stock' Bloom Energy soared again, up more than 350% this year."

``` The market is betting on the power demand for AI data centers, and this "hot energy storage stock" has already gained over 350% this year, becoming one of the most dazzling stars of the U.S. stock market in 2025. Fuel cell manufacturer Bloom Energy surged 20% after

AI, interest rate cuts, and tariff relief boost market sentiment; global stock markets rise across the board, LME copper hits a new high, and gold stabilizes.

AI, interest rate cuts, and tariff relief boost market sentiment; global stock markets rise across the board, LME copper hits a new high, and gold stabilizes.

``` Artificial intelligence continues to boost the performance of tech giants. Market expectations for a Fed rate cut tonight are heating up, coupled with positive progress in trade tariff negotiations. Multiple favorable factors are jointly driving optimism, and global stock markets are generally rising. On October 29, U.S. stock index

Just this Thursday, risk assets may get another boost—will the Federal Reserve stop "quantitative tightening"?

Just this Thursday, risk assets may get another boost—will the Federal Reserve stop "quantitative tightening"?

If the Federal Reserve decides to stop its Quantitative Tightening (QT) program, it could inject new momentum into the improving global liquidity environment and provide decisive support for risk assets. The market is increasingly anticipating that the Federal Reserve will announce the end of its balance sheet reduction process at

Chinese carmakers have achieved their best month in history in Europe, with their market share surpassing that of Korean carmakers for the first time.

Chinese carmakers have achieved their best month in history in Europe, with their market share surpassing that of Korean carmakers for the first time.

``` Thanks to robust growth in the fields of pure electric and hybrid vehicles, Chinese car manufacturers have achieved their best-ever monthly performance in the European market. According to research firm Dataforce, in September this year, led by BYD, SAIC MG, and Chery Automobile, Chinese companies' market share in the

There are major AI deals every day, Goldman Sachs traders say: The market is clearly "tired."

There are major AI deals every day, Goldman Sachs traders say: The market is clearly "tired."

``` Despite Nvidia's record-setting single-day market value surge of $245 billion, signs of fatigue toward the AI trading frenzy are emerging in the market. Peter Bartlett, a Goldman Sachs Technology, Media & Telecom (TMT) trader, warned that market participants are already feeling clear fatigue in the face of seemingly

If there is still no data by December, does that mean the Fed will have to "cut rates with its eyes closed"?

If there is still no data by December, does that mean the Fed will have to "cut rates with its eyes closed"?

``` The ongoing U.S. government shutdown is putting the Federal Reserve in an unusually difficult position. If key employment and inflation data are still missing ahead of the December policy meeting, policymakers may be forced to make crucial interest rate decisions in an “information vacuum,” greatly increasing the likelihood they

Goldman Sachs interprets Jensen Huang's GTC speech: $500 billion revenue forecast, exceeding market expectations, with room for further upward revision.

Goldman Sachs interprets Jensen Huang's GTC speech: $500 billion revenue forecast, exceeding market expectations, with room for further upward revision.

``` Author: Long Yue Source: Hard AI NVIDIA sent out an exceptionally strong revenue signal at its latest GTC conference, sparking positive interpretations on Wall Street. On October 28, NVIDIA CEO Jensen Huang revealed at the GTC conference that the company has “visibility” toward achieving a cumulative $500 billion in data