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News & Analysis
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
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
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