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News & Analysis
Understanding the Fed’s Overnight Reverse Repo(RRP), What Is the Relationship Between QT and Debt Ceiling
Applied Materials Q4 Outlook Dragged by China Demand Slump, Shares Plunge 14% After Hours
Applied Materials Q3 Earnings: AI Demand Soars, but Cautious Guidance Triggers After-Hours Selloff
SEC Chair Unveils ProjectCrypto — Which Blockchain Sectors Could Benefit Most?
Japan’s Q2 GDP Doubles Expectations on Strong Domestic Demand and Net Exports Rebound
Trump Backs Intel with Surprise Stake; World's Largest Ohio Chip Plant Resurrected
U.S. July PPI Surprises to the Upside — Crypto Rally Stalls as Rate Cut Doubts Emerge
Buffett’s “Mystery Holdings” Revealed in Q2: Are Nucor, Lennar, and D.R. Horton Really His Bets?
UnitedHealth’s Turnaround Story? Buffett and David Tepper Both “Buy the Dip” in Q2 on This Retail Favorite
Double Reversal? U.S. PPI Soars Beyond Expectations — Is a Fed rate cut still a done deal?
Foxconn Q2 Profit Surges 27% as Server Earnings Surpass iPhone Assembly
The Market Game of the Quantitative King: How Renaissance Technologies Locks in Excess Returns Amid the 2025 Turmoil
Bridgewater Associates Q2 2025 13F Analysis: Founder Ray Dalio’s Final Act
Ethereum Inches Within $100 of All-Time High — Standard Chartered Raises Year-End Target to $7,500
China's AI Chip Leader Cambricon Hits Third Straight Record High, Edging Closer to 1,000 Yuan
Crypto Stocks Ignite ARKK’s Q2 NAV Surge of 46.96%
Grocery Stocks Sink as Amazon Expands Same-Day Delivery to 1,000 Cities
Why a 50-Basis-Point Rate Cut in September Should Worry Investors? Risks and Fed Independence Loom Large
Cisco Q4 Slightly Beats Expectations — Strong AI Orders, But Lackluster Full-Year Guidance Raises Concerns?
Bridgewater’s Q2 Portfolio: Masterful “Sell High, Buy Low” — Exits Re-rated Chinese Stocks, Doubles Down on U.S. Tech and AI
[Crypto IPO] Bullish Surges Then Slumps on IPO Debut — Cathie Wood Buys 2.5M Shares, Faces Potential Losses
“Optical Giant” Coherent Beats Earnings but Misses Guidance, Shares Plunge 19% After Hours
Bitcoin Hits New All-Time High — Which Crypto Stocks Stand to Benefit Most?
Investing in Quantum Computing
Investing in Clean Energy
BOJ Faces Internal and External Pressures as the Underlying Inflation Justification Falters, Bessent Calls Out Inaction
Investing in Battery & Storage
[US IPO] "Crypto's New Darling": Bullish Rockets 200% in Wild Trading Debut
Why Ethereum Has Become the “Leader” in the Crypto Bull Run While Bitcoin Hits New Highs?
Tencent Reports Robust Q2 with Double-Digit Gains in Revenue and Profit, Powered by Gaming and AI Investments
Investing in Data Centers
AI Startup Perplexity Makes Bold $34.5 Billion Bid for Google's Chrome Browser Amid Google's Antitrust Suit Loss
What Is a 401(k), and What Does Trump’s Crypto Retirement Policy Really Mean?
Unprecedented Move: Nvidia and AMD Forced to Pay 15% of China Revenue for Export Rights
Goldman Sachs Torpedoes Trump Tariff Theory; President Tells CEO "Be a DJ, Not Banker"
U.S. Debt Swells to Record $37 Trillion, Trump’s Push for Rate Cuts Intensifies
Trump Again Slams Powell, Hints at Legal Action
U.S. July CPI Commentary: Obstacles Cleared, Where Will U.S. Stocks Go Next?
Investing in Biotech
Investing in Health AI
CoreWeave Plunges 10% on AI Spend Woes; Lock-up Expiry Looms
July CPI: Inflation Story Changed But Not Over — Services Inflation Now More Problematic
CoreWeave’s Q2 FY2025: AI Surge Drives Record Revenue, but Profit Challenges Persist
Sea Limited (SE) Earnings Comment: To the Moon and Back?
Ethereum Nears All-Time High — Are Bears Preparing for a Major Sell-Off?
Tariff-Inflation Skeptics Win? Trump and “Allies” Celebrate July CPI, Mock Goldman CEO
Can Circle Escape the Sell-Off? Impressive Q2 Earnings Overshadowed by Losses and “New Shares” Anxiety
U.S. CPI Rises Slightly, Yet Markets Double Down on Rate Cut Bets: Decoding the Logic
Trade Desk Shares Plummet 38% Post-S&P 500 Debut; Cathie Wood Seizes Buying Opportunity
Trump Expands Fed Chair Search — Who Will Lead the Central Bank? Multiple Candidates Emerge
Shock Sale at Berkshire Hathaway: Longtime Supporter and Berkshire Director’s Firm Sells 30% of Holdings
Intel Rallies Over 3% in Pre-Market — Is It Following Nvidia and AMD in Revenue-Sharing Talks with Trump?
Cannabis Stocks Rally 40% After Trump Considers Drug Reclassification
U.S. July CPI Report Looms — Will Bitcoin Hit a New High or Face a Pullback
Intel CEO Lip-Bu Tan “Closes the Gap” with Trump — Government Support Could Be Key to Turnaround
Bakkt’s Mixed Earnings Spark Debate Over Its Crypto Pivot
Trump "Clarifies" Zero Gold Tariff Stance; Prices Suffer Biggest 3-Month Drop
[US IPO] Bullish Sets $990M IPO Target in 58% Upsizing Bid; Next Crypto Blockbuster in Sights?
Nikkei Soars to Record High — What’s Driving Japan’s Bull Market?
From AI Darling to Sell-Off Target: BigBear.ai Slumps 30%, C3.ai Falls 26% After Earnings Disaster
Block Set to Launch Bitcoin Mining Chip — Ark Invest Makes Aggressive Stock Buyback
U.S. IPO Profitability Test: Can Circle and CoreWeave Justify Their Surging Stock Prices?
Investing in Healthcare Stocks
Seth Klarman Portfolio
Is the Memory Chip Spring Here? Micron’s Earnings Surge Sends Shares Up Nearly 5% Pre-Market
Goldman Sachs Warns: Consumers to Bear 67% of Tariff Costs, Core PCE to Reach 3.2%
BitMine Scoops Up Over 300,000 ETH in One Week — Stock Soars 10% in Pre-Market Trading
MGM Resorts International (MGM): Huge Potential in Online Gaming
Stablecoins Hit All-Time High — What Does It Really Mean for the Crypto Market?
US-Russia Talks Loom; Oil Prices Fluctuate Amid Ceasefire Stakes
U.S. Stock Strategy: The Rapid Development of AI Signals a Promising Future
U.S. July CPI Data Set for Strong Release,U.S. Tariffs on Semiconductors and Pharmaceuticals May Be Imminent【The week ahead】
RTX: Driving Breakthroughs in Defense Technology and Commercial Aviation
"Buyback Addiction": US Share Repurchases Set to Smash $1 Trillion Record in 2025
Bessent on the Fed’s Future Leadership: Waller Emerges as the Quiet Frontrunner
What to Expect From the U.S. July CPI Report: Stalled Tariff Repricing Eases Inflation Fears and Supports Equities in August
Ethereum Hits 3-Year High — ETH-Linked Stocks Surge in U.S. Pre-Market Trading
[U.S. IPO Watch] SoftBank’s Big Move – PayPay’s $2 Billion Offering Could Be Just the Beginning
Size Matters? Royal Caribbean Cruises Don’t Think So
"Golden Decade" for HBM? SK Hynix Predicts 30% Annual Growth Through 2030
Bitcoin Surges Toward All-Time High — Economists Warn of a New Tech Bubble
“Pay to Play” in China? NVIDIA and AMD to Hand Over 15% Chip Revenue to Buy Export Licenses
Ethereum Surges 24% in a Week, Hits 4-Year High — A Bigger Winner in the Trump Era?
China July Inflation Commentary: CPI Exceeds Expectations
Stephen Miran Nominated as New Fed Governor; JPMorgan Predicts Four Rate Cuts Starting September
BoE August Rate Decision Commentary: Where Next for the Pound?
Musk Orders Dojo Team Disbanded, Marking a Strategic Shift in Tesla’s AI Ambitions
Fed Chair Contender Emerges? Waller Reportedly Favored by Trump Camp
MP Materials 2Q25 Earnings Comment: Going up the Value Chain
TSMC July Sales Surge 26%, Driving Stock Prices Up
Was Kugler’s Departure a Coincidence or Part of Trump’s Strategy?
Ripple vs. SEC Lawsuit Officially Ends — XRP Spot ETF Approval Odds Surge to 88%
SMIC Q2 Revenue Up But Profits Shrink: How Capacity Expansion & Price Wars Squeezed Margins?
Ethereum Nears $4,000 — Institutional vs. Retail Tug-of-War Intensifies
Toyota’s Hybrid Momentum Drives Q1 FY26 Growth, Yet Tariff Risks Cloud Horizon
SoftBank Quarterly Profit Soars to ¥421.8B; Son's Bet Pays Off as Shares Jump 13%
U.S. Treasury Auctions Face “Triple Weakness” in August — 30-Year Demand Echoes May’s Bond Market Nightmare
Eli Lilly’s Q2 2025 Triumph: Soaring Revenue, Plunging Stock – What’s Behind the Paradox?
Trump Opens 401(k) Access to Crypto — Altcoins May Benefit Most in the Short Term
Stephen Miran and the “MAGA-ization” of the Fed: Mar-a-Lago Architect, Crypto Advocate, and Fed Reformer
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