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News & Analysis
H1 2025 Market Recap: Gold, Europe, and Hong Kong Shine
Tariff Deadline Follows Tax Bill — U.S. Stocks Face Next Test: Bilateral Tariffs Could Reach 70% as the US-China Truce Looks Fragile
Micron’s AI Bet Pays Off
Tax Bill Passes, Averting Debt Default, While $3.4 Trillion Deficit Surge Looms Like a Time Bomb
Tesla Delivery Still Weak, but AI Remains the Long Game
U.S.-Vietnam Trade Deal = A Hidden Front in the U.S.-China Trade War? 40% Transshipment Tariff Targets “Made-in-China Goods via Vietnam”
What Happens If the Euro Hits 1.20? ECB Is Uneasy while Bessent Says Europe Can’t Handle a Strong Euro Moment
After Heated Bipartisan Battle, the "Big Beautiful" Bill Passes — Trillions in Fiscal Shifts to Shake Markets
Is the Strong U.S. June Jobs Report a Mirage? Hidden Signs of Labor Market Weakness Amid Falling Unemployment
Unlocking Future Growth? Alibaba Raises $1.53 Billion via Zero-Coupon Bond to Boost Cloud and Global Expansion
Inside SoFi’s Capital-Light Machine
Non-Farm Payrolls Deflate Rate Cut Hopes with 147,000 New Jobs; Economists Rule Out July Fed Cut
BEST ETFs to BUY in July 2025
Crypto Stocks Keep Soaring — But Trump’s Tariff Deadline Looms, and a Market Shock May Be Imminent
“Crypto Week” Set for July 14 — GENIUS Act Could Ignite Another Stablecoin Stock Rally
BTC Bearish Sentiment Surges: Is a Crash Coming?
Datadog Surges 14.9% After S&P 500 Inclusion, Robinhood Falls on Disappointment
George Soros’s Playbook in 2025: Opportunistic, Nimble, and Undeniably Contrarian
U.S. June NFP Jobs Report Unexpectedly Strong — Unemployment Drops to 4.1%, Crushing July Rate Cut Odds
Tesla Stock Rises 5% Despite Falling Deliveries, Shrinking Market Share: What's Fueling the Rally?
BlackRock Bets on U.S. Equities Outperforming European Stocks: Earnings Cycle to Accelerate from July
A Big Rally for U.S. Treasury Bulls? June NFP Jobs Report Is Expected to Disappoint while Trump’s Tax Bill Faces Final House Vote
Which Public Companies Hold Bitcoin — and How Are Their Stocks Performing?
Oscar Health’s Unexpected Profit Surge
Intel’s Quiet Reinvention Gains Speed
Robinhood Soars Over 150% YTD — Breaks $100, Analysts Eye $120 Target
AST SpaceMobile: The Satellite Startup Betting Big
SEC Halts Grayscale’s GDLC ETF — But Analysts Still See 90% Chance for Altcoin ETF Approvals
OppFi: The Fintech Profit Story You Missed
Eurozone June Inflation Commentary: Mid-Term Bearish Outlook for the Euro, with Short-Term Rises Presenting Opportunities for Bears
Adobe’s AI Play Is Working
Oracle’s AI Pivot Hits Overdrive
Broadcom’s Quiet Software Power Grab
Bitcoin Surges Over 3%, Year-End Target Eye $150K!
Crypto Frenzy Ignites! BTC, ETH Lead Broad Market Rally as Crypto Stocks Surge
U.S. Stocks Rise at Greater Risk: “Irrational Exuberance” Indicator Hits Bubble Level as U.S. Economy Flashes Yellow Warning
U.S. Senate Tax Bill Through an Industry Lens: A Win for Chip Stocks, a Relief for Solar Shares
Senate Tax Bill’s Problem: Tax Cuts for the Wealthy, Income Losses for the Poor
Oracle Stock Soars to New High Following $30 Billion Contract
Gold Rally Loses Momentum — Trump Claims Israel Accepts 60-Day Ceasefire Deal as Gaza Tensions Show Signs of Cooling
Intel Pushes Past 18A in Race to 14A—Is the Market Buying It?
Interest Rate Cut Outlook: Bessent Bets Pre-September, Goldman Eyes September, Nonfarm Data Crucial
Tariffs Becoming an Inflationary Anchor? Powell Hints: Without Trump’s Tariff Policies, Rate Cuts Might Have Already Started
U.S. June Nonfarm Payroll Preview: Will a 4.3% Unemployment Rate Clear the Path for a July Rate Cut?
Amazon's Robot Army Tops 1 Million; Automation Nears Scale of Human Workforce
U.S. Stocks Hit New Highs After Strong Q2 — Wall Street Sees More Upside Ahead
Trump Takes a Hard Line: No Extension of Tariff Deadline, Full Rates Coming on July 9
DocuSign: This SaaS Giant Is Reinventing Itself
Mastercard Ramps Up Stablecoin Push with Two New VP Hires — Stock Poised for New Highs
U.S. Senate Narrowly Passes Tax Bill in 51:50 Vote, Drops Proposed New Energy Tax, Clean Energy Stocks Surge with Shoals Up 23.88%
Trump Reignites War of Words — Declares He Is Considering Deporting Musk!
SEC Approves Grayscale’s GDLC ETF — Altcoin Spot ETFs May Be Next
Robinhood Hits New High — Up 134% in Six Months, But Momentum May Be Fading
U.S. Senate Passes “Beautiful Act” — Crypto Tax Relief Left Out, Markets on Edge
Euro’s Parity Narrative Collapses — EUR/USD Hits Longest Winning Streak in Years, on Track for 9-Day Rally
Oil Traders Bet on OPEC+ Fourth Output Hike; Saudi Strategy May Roil Oil Markets
“Golden July” for the Yen? Market Bets on JPY Strength — Could USD/JPY Return to 140?
Solar and Wind Face Renewed Pressure as Tax Bill Targets Clean Energy Incentives
“Buffett Premium” Fades as Berkshire’s Q2 Lags Behind S&P 500, Is the Oracle of Omaha’s Legacy in Jeopardy?
SiC Leader Wolfspeed Files for Bankruptcy; Shares Soar 70.5% After-Hours
Circle Struggles to Gain Momentum — JPMorgan Downgrades to “Underweight,” Predicts Drop to $80
Humanoid Robot Market: Development, Prospect, Supply Chain, and Stocks to Watch
Crypto Stocks Rally Across the Board — But Coinbase Slips as ARK Invest Trims Holdings
Robinhood Soars 13% to All-Time High as Tokenized Stocks Launch in the EU
Tripadvisor (TRIP): An Undervalued Hidden Gem Riding the Experience Economy with AI
The Fortress Portfolio: How Bill Gates Quietly Built a $42B Mission-Aligned Empire
AI Frenzy Reignites! Meta Stock Surges to Record High, Following NVIDIA’s Lead
Morgan Stanley Outlook for H2 2025: Three Reasons Why the S&P 500 Can Keep Rising to New Highs
2025 Mid-Year Review: The Reversal of the “End of U.S. Exceptionalism” — Strongest Bond Rally in 5 Years, New Equity Highs
U.S. June non-farm payrolls data will impact financial markets【The week ahead】
Trump to Keep 25% Auto Tariff on Japan — Adding Pressure to Japanese Industrial Output
2025 Mid-Year Dollar Wrap: Worst First-Half Performance Since the 1970s — Is the Slide Set to Continue?
Pop Mart (9992 HK): How Long will the Sensation Last
Meta Poaches 7 OpenAI Researchers in a Month — OpenAI Exec Calls It “As If Someone’s Broken Into Your Home”
Musk Reignites the Brain-Computer Interface Revolution — Neuralink Eyes Full-Brain AI Integration by 2028
Musk Fires Another Shot at One Big Beautiful Act Bill: It Could Ruin America’s Future
Circle and KakaoPay Shares Tumbled Roughly 20% — Stablecoin Stock Rally Faces Valuation Reality Check
Jensen Leads Nvidia Executives in Share Sales: Cashing In $500M Amid Record Highs
Visa: The Payment Titan Conquering the Stablecoin Storm
Grayscale’s GDLC Faces Final SEC Decision — Altcoin Market Braces for Impact
Canada: Investment Opportunities in USD/CAD if Iran-Israel Conflict Reignites
Bitcoin Surges Past $108K — Institutions Pile In, A New All-Time High In Sight?
Robinhood Teases Major Crypto Reveal — Will the Stock Hit New Highs Again?
NVIDIA Hits New All-Time High — AI Cryptocurrencies Rally 16% in Tandem
Focus Shifts from Tariffs to Tax Cuts and Rate Easing – BofA Warns of Policy-Driven Bubble, AI Remains a Bright Spot
U.S. Stock Short-Squeeze Slowing Down? Investors Rush Into High-Beta Stocks While UBS & Goldman Issue Sell Calls
Platinum's Epic Breakout: Who's Fueling the Forgotten Metal to 10-Year High?
Nike Stock Up 10% Despite 12% Sales Drop: How "Worst Quarter" Won Market Faith
Federal Reserve Members Align: No Rate Cut in July as “Wait-and-See” Approach Gains Traction
Trump’s "899 Revenge Tax" Backs Down – Australian Funds Reconsider Dollar Asset Strategies
Bank of Japan Mimics the “Fed Speak”, Flagging “Underlying Inflation” Risks
U.S. Q1 Stagflation Confirmed – Could Q2 GDP Growth Rebound Above 3%?
Tesla Rises — Then Falls Back: Wall Street Loves the Robotaxi Story, But Fundamentals Tell Another Tale
Which Crypto Companies Are Filing for IPOs — and Who Might Be the Next Circle?
Bakkt Plans $1 Billion Crypto Buying Spree — Can the Stock Stage a Comeback?
Core Scientific Soars 33% as CoreWeave Acquisition Talks Push Stock to 6-Month High
Coinbase Hits New All-Time High — Outpaces Bitcoin with 38% Monthly Surge
U.S. Bank Stocks to Rally in the Second Half of 2025: Bowman, Regulation, Trading Activity, and Rate Cuts
Is Pure AI Trading Outdated? Wall Street Eyes the Next GPT Moment: The Rise of Sci-Fi ETFs
Copper Price Alert: U.S. Stockpiles 400,000 Tonnes; Goldman Sees $10,050 by August
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