Federal Reserve Chairman Warsh: I can’t comment on whether I have had conversations with U.S. President Trump (since taking office). I don't want to share with you (Capitol Hill) the circumstances surrounding my communications with the president. The president…

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Ima Daily5MinJul 15

Japan's April-June performance outlook: The AI-driven market has experienced mini rotation, and the importance of profitability has become more important. Pay attention t…

J.P. Morgan's Japan strategy report points out that with the arrival of the April-June earnings season, the Japanese stock market may experience a "mini rotation" from AI themes to earnings performance. The key change is that the decline in crude oil and other…

Ima Daily5MinJul 15

Wuliangye's 1H26 net profit is about 50% of the 1H24 level, channel destocking continues, Goldman Sachs reiterates sell (Goldman Sachs)

The Goldman Sachs report interprets Wuliangye (000858)'s 1H26 performance forecast. The core data is that 1H26 net profit is expected to be about 897 million yuan (median), which means that its net profit is only about 47% of the level in the same period in 20…

ValuationJul 15

Fundamentals watch: MSFT trades near $396.74. Latest SEC XBRL snapshot shows revenue 31,942,000,000.00 USD, net income 74,599,000,000.00 USD, and diluted EPS 9.99 for 202…

Fundamentals watch: MSFT trades near $396.74. Latest SEC XBRL snapshot shows revenue 31,942,000,000.00 USD, net income 74,599,000,000.00 USD, and diluted EPS 9.99 for 2026 Q3

$MSFT

Ima Daily5MinJul 15

India's inflation and trade deficit in June both exceeded expectations, the risk of economic stagflation has increased, and the central bank's room for interest rate cuts…

Nomura's report showed that India's CPI inflation rate in June exceeded expectations, while the trade deficit also further expanded. This combination poses a serious policy challenge to the Reserve Bank of India (RBI) - high inflation inhibits its room to cut…

Ima Daily5MinJul 15

Korean Technology Summer Seminar: Focusing on AI, memory and MLCC, Agentic AI will create huge demand for CPU and DRAM, and MLCC content is expected to surge (Morgan Stan…

Morgan Stanley's Korean technology team released an in-depth report on AI, memory and MLCC. There are three core points to watch: First, Agentic AI (agent artificial intelligence) will completely change the computing architecture. Under the BS scenario, it may…

NewswireJul 15

Federal Reserve Chairman Warsh: Interest rates should be the main driver of monetary policy

NewswireJul 15

Federal Reserve Chairman Warsh: He does not want to predict the findings of the working group on balance sheet issues

Technical WatchJul 15Chart

AACI technical watch: HMA ribbon, 200DMA and support/resistance snapshot

Ticker: AACI Latest close: $9.97 Latest daily volume: 0 Relative volume vs 20D average: 0.0x HMA21: $9.99 HMA55: $9.98 200DMA: n/a Support/watch zones: $9.97, $9.92, $9.88 Resistance/watch zones: $9.97, $9.98, $10.00 Method: Yahoo daily chart data; HMA21/HMA55…

$AACI

Ima Daily5MinJul 15

Mitsubishi Heavy Industries cooperates with NVIDIA to build an AI data center, which has positive strategic significance. Goldman Sachs maintains buy (Goldman Sachs)

The Goldman Sachs report pointed out that Mitsubishi Heavy Industries (7011.T) announced a cooperation with NVIDIA to jointly develop AI data center infrastructure solutions. This cooperation marks Mitsubishi Heavy Industries' strategic transformation from a t…