LIVE MARKET DESK
Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
Nomura Securities pointed out that China's electric vehicles showed a similar story every month in 2Q: competition in the domestic market was fierce, but the export market continued to advance rapidly. This further verifies the dual-track development model of…
Tickers appearing most often in the latest published notes.
Meta, an American technology company that has repeatedly made headlines in the financial media recently, has been involved in another public opinion storm related to AI. As background, Meta released on Tuesday its first mobile phone developed by the Super Inte…
Meta is in trouble again, the new AI image function was pushed offline
More than three years after the launch of ChatGPT, which brought generative AI into the mainstream, OpenAI is broadening its focus from individual users to home users. OpenAI is hiring a dedicated product manager in San Francisco to build experiences for famil…
Berkshire Hathaway CEO Greg Abel Although Berkshire has gained, it still lags the S&P entering the second half of 2026 More than halfway through 2026, Berkshire Hathaway's Class B shares are down 1.8% so far this year, lagging the S&P 500's 10.7% gain by a gap…
Wall Street is turning "eliminating Musk" into a trading strategy. As SpaceX entered the index at a record speed, triggering a large-scale allocation of passive funds to the stock, a Wall Street issuer submitted an application to the regulator to launch two ET…
① Apple sued OpenAI for misappropriating trade secrets; ② JD.com’s first RoboBase project landed in Huangpu, Guangzhou; ③A subsidiary of Allianz RuiSight won the bid for a computing power leasing order for domestic Internet companies; ④Gongda Electronics: Reac…
Storage giant SK Hynix has opened the door to the U.S. capital market with a huge fundraising plan of US$26.5 billion. On July 10, SK Hynix launched a pre-issuance in the form of American Depository Receipts (ADRs). It closed up 12.76% that day at $168.01 per…
SK Hynix's listing in the United States has attracted market attention to the memory chip sector of the U.S. stock market. Since the beginning of this year, this sector first rose strongly, and then suffered a collective correction. It has also been experienci…
Nomura Securities pointed out that China's electric vehicles showed a similar story every month in 2Q: competition in the domestic market was fierce, but the export market continued to advance rapidly. This further verifies the dual-track development model of…
Goldman Sachs' Asia-Pacific weekly report shows that the MXAPJ index fell 2% last week, with the technology-heavy market bearing the brunt and being hit by multiple factors such as position unwinding, momentum reversal, foreign capital outflows, tensions in th…
Bernstein updated its financial model for Honeywell (HON) to reflect the ongoing spinoff of its aerospace business. The report shows that after the spin-off, the company will focus more on automation solutions and future aviation technology, which will make th…
Goldman Sachs Emerging Markets Weekly Report pointed out that the MSCI Emerging Markets Index fell 2% last week, mainly affected by renewed tensions in the Middle East and a three-week reversal in momentum stocks. However, there were significant differences wi…
Goldman Sachs' capital flow report shows that global funds are showing significant industry preferences. Most notably, the technology sector attracted $15 billion in net inflows in the four weeks to July 8, while defensive and cyclical (ex-tech) sectors saw ju…
Options watch: ORCL most active near-term contracts include call $120.00 OI 7701 vol 175; call $90.00 OI 1121 vol 2521; call $115.00 OI 2515 vol 629
Bernstein's quick comment shows that MediaTek (2454.TT) revenue in June reached NT$58.2 billion (+22% month-on-month, +3% year-on-year), pushing the entire 2Q revenue to NT$152 billion (+2% month-on-month, +1% year-on-year), which is about 5% higher than the m…
Goldman Sachs released this report in response to investor questions about its Q3 energy portfolio. The report pointed out that despite the recent divergence of industry performance (refiners surged, oil and gas services/natural gas E&Ps fell), its core bullis…
In its research report on Xiaomi (1810.HK), Goldman Sachs raised its expectations for its future, optimistic about the upcoming SkyNomad (satellite communications) function and the company's continued progress in the AI field. Despite the recent pullback, Gold…