LIVE MARKET DESK
Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
Against the backdrop of weak consumption in China, sales of most consumer staples companies are expected to generally slow down in 2Q26. Corporate pricing strategies have become more cautious, while cost pressure has eased. Goldman Sachs extracted four core in…
Tickers appearing most often in the latest published notes.
Although there are still uncertainties in the geopolitical situation between the United States and Iran, the listing of SK Hynix has once again set off an AI investment boom in the market, and technology stocks have driven the S&P 500 index close to historical…
According to Yonhap News Agency, industry sources revealed on Sunday that Samsung Electronics is moving forward the start-up time of its first semiconductor factory in the Yongin chip cluster to 2029, one to two years earlier than originally planned. "The earl…
achievements of intelligent agents from technology upgrades, application development to industrial empowerment. At the same time, Baidu's "Xinyun Motif" full-stack AI product matrix will also release new upgrades at the WAIC site, focusing on Baidu AI's large-…
At present, anti-AI sentiment continues to rise across the United States. Large-scale layoffs, disorderly expansion of data centers, people with psychological problems using chat software to carry out attacks, and the proliferation of hacking tools have panick…
Tensions in the Middle East escalated again over the weekend! In the early morning of the 12th local time, Iran’s Islamic Revolutionary Guard Corps announced that it would close the Strait of Hormuz to no ships. Subsequently, the U.S. military said it was laun…
On July 10, local time, Apple sued OpenAI in the Northern California Federal Court, accusing OpenAI of systematically obtaining trade secrets of Apple’s unreleased products to promote the research and development of its own AI hardware and bypass hardware manu…
On the evening of Friday (July 10) Eastern Time, SK Hynix CEO Kwak Noh-jung predicted that 2027 will be the tightest supply year in the history of the storage industry. "Customers are now coming to SK hynix for long-term supply agreements. Demand continues to…
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Against the backdrop of weak consumption in China, sales of most consumer staples companies are expected to generally slow down in 2Q26. Corporate pricing strategies have become more cautious, while cost pressure has eased. Goldman Sachs extracted four core in…
J.P. Morgan's June Global EV and Battery Monthly Report shows significant market differentiation: EU EV/PHEV penetration and sales growth are strong, China's penetration rate is rising but overall passenger cars are weak, and the U.S. market continues to be sl…
Options watch: ARM most active near-term contracts include put $110.00 OI 2592 vol 3; put $90.00 OI 2245 vol 0; put $95.00 OI 1606 vol 0
China’s IP retailer and toy tracking data shows that due to the pressure of the highest base numbers faced by Bubble Mart and Miniso during the year, online sales growth at home and abroad has decelerated significantly. At the same time, weak overseas market d…
Emerging Markets (EM) Asian markets other than China have experienced large-scale foreign capital outflows. Last week alone, there was a net outflow of US$6.5 billion, led by Taiwan and South Korea. The cumulative net sales in the past three weeks were approxi…
Haidilao's operating data for June 2026 shows that the turnover rate dropped slightly year-on-year and was lower than expected. Morgan Stanley believes that weak macroeconomic recovery rather than weather factors is the main reason for the slower-than-expected…
The preliminary 1H26 results announced by COSCO Shipping Energy showed a significant year-on-year increase in net profit, and the month-on-month improvement in 2Q26 earnings slightly exceeded Morgan Stanley's expectations. However, the month-on-month improveme…
Nanya Tech's 2Q26 financial report shows that its DRAM average selling price (ASP) surged by more than 60% month-on-month, and its operating profit margin soared to 74%. The company believes that demand for AI and servers has led to continued tightening of mem…
Agentic AI is driving enterprises to invest heavily in on-premise and edge infrastructure due to token cost, latency and governance advantages. This creates significant tailwinds for enterprise computing vendors. Experts point out that the huge demand for AI e…