Latest

``` Investors are turning their attention to Asia in search of the next breakthrough for the global stock market rally. Driven by the wave of artificial intelligence, the Korean stock market has led the world in gains this month, attracting a large influx of capital. Implied volatility in the options market

``` Michael Hartnett, Chief Investment Strategist at BofA Securities, highlighted the materials sector in his latest report, calling it the next "bull market favorite". In his latest report, Hartnett pointed out that the global geopolitics-driven scramble for resources, AI capital expenditure boom, surging defense spending, and the U.S.

``` U.S. corporate earnings are surpassing Wall Street expectations with an exceptionally strong momentum not seen in twenty years. According to Bloomberg Industry Research data on May 8, S&P 500 component companies’ first-quarter earnings rose by 27% year-over-year, more than double analysts’ previous expectations of about 12%, marking

``` Gold is reclaiming its previously lost status. Deutsche Bank’s latest research report this week points out that the conditions that cemented the dollar’s reserve status in the 1990s—unipolar hegemony, expansion of free trade, economic stability, and low inflation—have quietly reversed. The share of the dollar in

The Chicago Fed President questions the AI productivity narrative, challenging the rate-cut logic of the Trump administration and the incoming Fed Chair. On Friday, Chicago Fed President Austan Goolsbee warned that the broad expectation for AI-driven productivity itself could push up interest rates. If this technological revolution disappoints, the outcome

``` Palantir is standing at a delicate crossroads: it has completed a transformation on the wave of AI, but may also be overwhelmed by the very same wave. As reported by WallstreetCN, after the US markets closed on Monday, the 4th (Eastern Time), Palantir released an impressive report, with both revenue

On May 8, Toyota Motor Corporation released its annual report for fiscal year 2025 (April 2025 to March 2026). The world's largest automaker achieved an unprecedented breakthrough in Japanese corporate history, with consolidated revenue reaching 50.68 trillion yen, a year-on-year increase of 5.5%, making it the