LIVE MARKET DESK
Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
Hassett, director of the White House National Economic Council: Data shows there is no reason to raise interest rates. I believe Warsh will lead the Fed to make the right decision on interest rates. Iran's ability to hold the global economy hostage has decline…
Tickers appearing most often in the latest published notes.
Hassett, director of the White House National Economic Council: Data shows there is no reason to raise interest rates. I believe Warsh will lead the Fed to make the right decision on interest rates. Iran's ability to hold the global economy hostage has decline…
Morgan Stanley U.S. stocks turned lower before the market opened, after rising nearly 3%
Financial Associated Press, July 15th, Needham raised SpaceX stock price from US$200 to US$250.
Financial News Agency, July 15th, Evercore ISI adjusted Microsoft's target price from US$510 to US$525, maintaining an outperform rating.
Financial News Agency, July 15th, Morgan Stanley's second-quarter net revenue was US$21.35 billion, compared with market estimates of US$19.58 billion; earnings per share were US$3.46. Shares rose 3% in pre-market trading.
[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…
Goldman Sachs' July global shipyard log shows that the structure of new shipbuilding orders has diverged. Data show that in the first half of 2026 (1H26), except for gas carriers, new orders for major ship types have achieved year-on-year growth. However, the…
Nomura Securities reported that the semiconductor packaging substrate (Packaging Substrate) industry is experiencing a strong recovery driven by AI. Data show that in June 2026, global packaging substrate shipments increased by 36% year-on-year and 7% month-on…
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…
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…
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…
"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…