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News & Analysis
Caution on Short-Term Downside Risks for U.S. Stock Market
Tug of War Behind the 4% Rate: Bank of England’s First Dual-Round Vote Exposes Deep Policy Rift
Japanese Auto Giants Suffer in Q1: Honda's Profit Halves, Toyota Lowers Annual Profit Outlook, Shares Drop
Eli Lilly Sinks 12% Pre-Market on Disappointing Obesity Pill Data
2025 IPOs Are Back with a Bang — And These Upcoming Names Should Be on Your Radar
Disputes Emerge Over U.S.-Japan Trade Deal as Tokyo Slams “Last-Minute Add-Ons,” Trump Responds Firmly
Uber 2Q25 Earnings Comment: Huge Share Buyback Plan
World’s First RWA Registration Platform Launches in Hong Kong — Outpaces U.S. Yet Again
AppLovin Q2 Ad Revenue Soars 77% as AI Advertising Profitability Benchmark
Bakkt Targets Japan’s Marusho Hotta with 30% Acquisition — A Strategic Push into Bitcoin Treasury
From Ozempic to Wegovy: Growth and Risks Behind Novo Nordisk’s Q2 Performance
Duolingo Soars 20% After Hours — AI Strategy Survives Backlash, Strong Q2 Growth and Expansion Beyond Language
Cao Cao Mobility Surges 20% After Announcing Entry into Stablecoins and RWA Tokenization
AppLovin Q2 FY2025 Earnings Review: AI-Fueled Surge Delivers Record Results—So Why Did the Stock Dip After Hours?
Federal Reserve Signals Major Shift — Explores Using Gold Reserve Gains to Fund Bitcoin Holdings
Disney Traditional Media Cracks as Streaming Bets on NFL to Reverse Decline
Apple’s U.S. Investment and Semiconductor Tariff Exemptions Could Lift Apple-Linked and Chip Stocks
Apple Shares Surge 5% — $100 Billion U.S. Investment Secures Tariff Exemption, Company Back on Track
Novo Nordisk's Q2 Earnings Fall Short, Guidance Downgraded, Yet Goldman Remains Optimistic
Shopify Soars 14% — AI-Powered Strategy Emerges as New Growth Engine
What Are Meme Coins? From DOGE to SHIB, PEPE to PENGU — The Hype, the Culture, and the Risk
Investing in Robotics Stocks
Caterpillar Q2 Earnings Analysis: Revenue Beats Expectations, Diversified Strategy Mitigates Tariff Challenges
Lucid Shares Drop 7% Pre-Market — Production Cut Amid Wider EV Pain from Trump Policies
TSMC Denies Trump’s Claims of $300 Billion US Investment; Shares in US and Taiwan Decline
Crypto Stocks Rebound in Pre-Market — Except Circle, Which Continues to Slide
Rivian Losses Widen, Profit Target Delayed: Is the EV Industry Entering a Deep Freeze?
SMCI Q4 FY2025 Earnings Review: AI-Driven Growth Offset by Margin Pressures and Execution Challenges
OpenAI's Valuation Potentially Soars to $500 Billion — New Peak for Global AI Unicorns
Is Meme-Fueled Real Estate Firm Opendoor Still a Worthy Investment?
OpenAI Breaks the Mold: Releases “Open-Weight” Models and Partners with Amazon to Break Microsoft’s Monopoly
Trump’s Stablecoin Law Spurs Treasury Demand Surge — GENIUS Act Reshapes U.S. Debt Market
AMD Q2 FY2025 Earnings Review: Impressive Growth Stumbles on Export Control Hurdles
U.S. Short-Term Debt Strategy Takes Off — Record $100 Billion 4-Week Bill Auction Just the Start
Coinbase Plunges for 12 Straight Sessions — Wall Street Analysts Sharply Divided
Super Micro's Guidance Cut Sparks 16% After-Hours Collapse: Is the AI Valuation Bubble Bursting?
Q2 Earnings Show AMD’s Strength Beyond the Blemishes — Sales to China Could Be a Game-Changer
Can U.S. Stocks Keep Rising? Wall Street Voices Growing Divergence
Trump Criticizes Powell, Eyes Tariff Hikes on India and Plans Drug and Chip Tariffs
Post-NFP Shocker: What It Means for Your Portfolio
Palantir 2Q25 Earnings Comment: Another Beat and the Rally Goes On
BOJ Signals Rate Hike Possible as Trade Tensions Ease, June Minutes Show
High Yield vs. Policy Risk: What Buffett’s Latest Portfolio Moves Reveal
Are Stablecoins Cash or Just Hype? SEC Issues Interim Accounting Guidance
BP Beats Q2 Expectations as CEO Highlights Major Oil Exploration Success
Billionaire Buys Over 5,000 Yuga Labs NFTs — Value Play or Catching a Falling Knife?
“King of Knockoff Weight-Loss Drugs” Still Struggling — Hims & Hers Misses Revenue, Stock Drops 12% After Hours
Investing in Real Estate Stocks
Bullish Files for U.S. IPO — Will the Crypto IPO Wave Prolong the Bull Market?
Berkshire Hathaway FY2025 Second Quarter Earnings Comments
August and September Are Here — Wall Street’s Worst Months. But Buy the Dip, Say Strategists
FedEx Corp (FDX): Waiting for the Spin-off
Berkshire’s Q2 Profit Halved, Stock Dropped 10% — Was Buffett Wrong?
From 250% Pop to 27% Crash: Figma's IPO Fever Fizzles in Just Three Trading Sessions
Crypto Frenzy Returns: Litecoin (LTC) Surges Over 10%, Hits 5-Month High
Palantir Q2 Earnings: “Astonishing” AI Impact Drives Record Revenue — Is Its Sky-High Valuation Justified?
U.S. Stock Sector Strategy: The Outlook for Tech Stocks from a Macro Perspective
Tesla Approves $29 Billion Stock Award for CEO Elon Musk, Shares Climb 2.4% Pre-Market
Lockheed Martin (LMT): Robust Backlog & Geopolitical Tailwinds Bolster Long-Term Outlook Despite Short-Term Project Setbacks
U.S. "Reciprocal Tariffs" Take Effect, Disney and AMD Set to Release Earnings Reports, Bank of England Poised to Cut Interest Rates【The week ahead】
Kraft Heinz: Buffett, Is It Time to Sell?
Citi Flips from Bear to Bull on Gold? New Upside Seen as Record Highs Come Into View!
Innoscience Rockets 70% After Securing Nvidia Supplier Role; Jefferies Projects $2.5 Billion Market
Swiss Stocks Erase Year's Gains in a Day After Trump's 39% Tariff Shock
Bitcoin Ends 5-Day Losing Streak — Crypto Stocks Surge in U.S. Pre-Market Trading
Nonfarm Payrolls Spark a Treasury Short Squeeze — Steepener ‘Pain Trade’ Becomes the Winning Bet
Trump Media Posts $20M Q2 Net Loss — Stock Hits New Low Despite $2B Bitcoin Treasury
Berkshire’s Q2 Profit Plunges 59% — Warns of Tariff Risks, Cash Reserves Fall for First Time in Three Years
OPEC+ Finalizes Major September Supply Hike; 1.66M Barrel Reserve Capacity Hangs Over Market
U.S. July Nonfarm Payroll Commentary: Short-Term Economic Headwinds May Turn into Mid-Term Bullish Signal for US Stocks
What the July Jobs Report Reveals: Record Downward Revisions Stoke Recession Fears
Justin Sun Completes Spaceflight — TRX Rebounds as “Space Economy” Narrative Gains Traction
Stablecoins: The Dollar’s Secret Weapon?
Ray Dalio: The Macro Master Behind the All Weather Portfolio
Hybio Pharma Surges 20% After Announcing RWA Token Partnership with KuCoin
Trump Fires BLS Head After Jobs Report — Is America’s Data “Gold Standard” at Risk?
Investing in Industrials Stocks
Tesla Slapped with Record $329M Penalty for Fatal Autopilot Failure; Self-Driving Credibility in Freefall
Trump Blasts BLS for Data Manipulation, Slams Powell Over Rate Cuts — While Claiming Credit for Economic Success
Weight-Loss Wonder Drug Luster Fades? Novo Nordisk Plunges 30% in Worst Week
Amazon Q2 FY2025 Earnings Review: Robust Cloud and AI Growth Coupled with Retail Tariff Challenges
U.S. GDP, PCE, and Fed Rate Decision Commentary: Will U.S. Stocks Continue to Rise?
Palantir 2Q25 Earnings Preview: What to Expect from this Meme Stock?
Apple Q3 FY2025 Earnings Review: Strong iPhone Performance and AI Momentum Amid Tariff Challenges
Howard Marks Portfolio
Stocks, Bonds, and the Dollar All Fall — U.S. Jobs Report Disappoints: Is a September Rate Cut Now Certain?
Van Duyn Dodge and E. Morris Cox Portfolio
Amazon Falls 7% on AWS Growth Concerns, But Analysts Remain Upbeat
EU-US Trade Deal: A Win for Trump?
The Dilemma of Investing in U.S. Stocks: Will You Ride the Bubble or Risk Missing Out?
Strategy Reports $10B Profit in Q2 — But Stock Drops Nearly 5% Amid Bitcoin Weakness
Reddit Earnings Explode on AI Advertising Boom — Profit Doubles Forecast, Stock Jumps 15%
Google’s Android Monopoly Cracks as Court Upholds Epic Ruling, Opening Google Play to Competition
US SEC's Positive News Ignored, Crypto Market Slips Again!
South Korea’s KOSPI Tumbles Nearly 4% as Tax Hike Plans and US Tariffs Loom
Memory Chip Landscape Reshuffled — NVIDIA Lifts SK Hynix to No. 1, Samsung is Fighting Back
Coinbase Misses on Revenue and Profit — Pivots Toward “Universal Exchange” Strategy
Hong Kong’s Stablecoin Ordinance Goes Live — Crypto-Linked Stocks Plunge Across the Board
Figma Soars 250% on IPO Day — Early VCs Reap 70x Returns as Adobe Regrets Missed Deal
Apple’s AI Makeover Begins: With Solid Earnings, Cook Eyes Big Moves — Including a Perplexity Deal?
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