LIVE MARKET DESK
Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
[Nokia and NVIDIA launch the industry's first commercial AI-RAN platform] Financial News, July 15. On July 15, Nokia issued a statement stating that the company and NVIDIA have jointly developed the industry's first commercial artificial intelligence-driven ra…
Tickers appearing most often in the latest published notes.
[Nokia and NVIDIA launch the industry's first commercial AI-RAN platform] Financial News, July 15. On July 15, Nokia issued a statement stating that the company and NVIDIA have jointly developed the industry's first commercial artificial intelligence-driven ra…
Molina Healthcare U.S. stocks fell more than 13% before the market opened
In the context of the surge in AI demand, semiconductor production bottlenecks not only appear in the wafer foundry link, but also extend to the design link. According to TheElec, Samsung Electronics is considering outsourcing the back-end design work of Googl…
The Korean stock market rebounded sharply today, with SK Hynix rising nearly 9%, which also led to a surge in related leveraged products. Hynix, which was twice long in the South, once surged nearly 25% during the session today. At the close, the gain narrowed…
Xpeng plans to deploy robots as shopping assistants in its own stores in China in the first quarter of next year. (Wall Street Journal)
The latest news shows that Switch, an American data center operator, has hired an investment bank to prepare for an IPO. It may go public as soon as the fourth quarter of this year, with a financing scale of up to US$10 billion. The company's overall valuation…
"In hindsight, the performance in that interview was too perfect" - more and more HRs tell the same story, that is, job seekers used AI extensively when applying for jobs, so that the company hired an employee who did not meet the requirements and had to fire…
Hong Kong stock market: On July 15, the three major Hong Kong stock indexes rose collectively. The Hang Seng Technology Index once rose to 2% and finally closed up 1.3%. The Hang Seng Index and the State-owned Enterprises Index closed up 1.4% and 1% respective…
Bernstein covers the Chinese CDMO sector for the first time and holds a positive view. Complex new drugs such as peptides and ADCs will bring about 15%-20% industry growth, creating structural opportunities for CDMOs with relevant capabilities. Covering WuXi A…
Morgan Stanley believes that the faster-than-expected restart of aluminum smelters in the Middle East, coupled with the growth of Indonesian production capacity, will push the aluminum market to a surplus in 2027, and the supply gap will narrow to 1.1 million…
Morgan Stanley believes that the range of U.S. stocks leading the gains will continue to expand, and profitability resilience is the core driver. S&P 500 second-quarter EPS is expected to increase by 19% year-on-year, and revenue will increase by 9% year-on-ye…
US data center operator Switch is reported to be preparing for an IPO, with a valuation that may reach US$80 billion
Today, the Cyberspace Administration of China released registration information for 7 mobile phone end-side generative artificial intelligence services, including Apple Smart, Huawei Xiaoyi large model, OPPO AndesGPT large model, vivo Blue Heart end-side large…
China Financial News Agency reported on July 15 that IBM launched IBM Power, an autonomously operated AI agent.
Morgan Stanley is optimistic about the prospects of the Hong Kong/China insurance industry. The growth driver comes from the demand for elderly care and high-end medical care brought by the growth of family wealth and aging. Industry characteristics include th…
China Financial News Agency reported on July 15 that U.S. stocks of wafer foundry UMC surged 7% before the market opened.
China Financial News Agency reported on July 15 that Citigroup raised the target price of Eli Lilly and Company from US$1,500 to US$1,600.