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Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
Deutsche Bank released its commodity outlook. The core change is that its view on global growth resilience and supply construction has turned positive, and it maintains a bearish bias for the US dollar. This means that despite the challenges, there are opportu…
Tickers appearing most often in the latest published notes.
On July 18, Sotheby's latest auction results showed that the iconic Tom Ford black leather jacket worn and signed by Nvidia founder and CEO Jen-Hsun Huang triggered a frantic competition from collectors around the world in a charity auction that ended today, a…
The yen exchange rate continues to hover at a 40-year low, The company has raised the prices of iPhones and some other products in the Japanese market. On Saturday morning, Apple Japan's official website showed that the 256GB basic iPhone 17 starts at 142,800…
The company's stock price fell by more than 40% from last month's high. After the Starship launch mission was announced to be postponed, the stock price of Musk's space exploration company SpaceX plummeted 5.43% on Friday to US$123.99, falling for the sixth co…
After the Starship launch mission was announced to be postponed, the stock price of Musk's space exploration company SpaceX plummeted 5.43% on Friday to US$123.99, falling for the sixth consecutive trading day and further falling below the IPO issue price of U…
On July 17, local time, the three major U.S. stock indexes closed down across the board. Most large technology stocks fell, with Nvidia, Meta, Tesla and Google all falling by more than 2%. The Philadelphia Semiconductor Index fell 1.63%, down 20.2% from the al…
that ended today, and was finally sold for a sky-high price of US$960,000. This final transaction price reached a full 16 times the previous official high estimate (US$60,000).
[It took 48 hours for the Chinese AI model to pass the chip design! The stock price of the American EDA giant plummeted! 】Last night, large U.S. technology stocks generally fell. Global EDA (electronic design automation) giants Synopsys Technology and Cadence…
[Storage’s “New Ghost Story”: Is the United States going to steal money? 】Deputy U.S. Trade Representative Rick Switzer clearly argued that because large purchases by U.S. companies have boosted the profits of Samsung and SK Hynix, the U.S. has the right to sh…
Deutsche Bank released its commodity outlook. The core change is that its view on global growth resilience and supply construction has turned positive, and it maintains a bearish bias for the US dollar. This means that despite the challenges, there are opportu…
The Morgan Stanley report pointed out that the K3 released by Moonshot is the Chinese open weight model with the largest parameter scale to date (2.8 trillion parameters). It has excellent performance and is still globally competitive despite being the highest…
The Bernstein report gives detailed cost estimates per megawatt of data center cooling and power equipment: air cooling is about 1.1-1.5M/MW, liquid cooling is about 1.3-1.8M/MW; traditional AC power is about 1.8-2.5M/MW, and native 800VDC is about 1.4-2.1M/MW…
The J.P. Morgan report pointed out that global ESS battery shipments exceeded 100GWh in June, a year-on-year increase of 66%, and H1 cumulative growth was 98% year-on-year, and is expected to reach the full-year forecast of 1,100GWh. China's domestic demand is…
SEC filing watch: HOOD / Robinhood Markets, Inc.: 8-K filed 2026-06-26, 8-K filed 2026-06-25, 8-K filed 2026-06-23
Deutsche Bank's quarterly report pointed out that the global humanoid robot market is accelerating. China leads the way in terms of production scale and policy support, with a target production of over 100,000 units in 2026; American companies are focusing on…
The Bernstein report shows that the overall 2Q26 performance expectations of chemical companies are stable, and only U.S. industrial gas companies are expected to slightly increase their guidance. The report strongly highlights going long on AkzoNobel, believi…
The Goldman Sachs report pointed out that Agentic AI tools and AI applications in China’s software industry are developing rapidly. Agentic AI can cover the entire workflow, and AI functions are continuing to empower software from productivity to entertainment…
The Bernstein report pointed out that computing power has commodity-like characteristics such as non-storability and high price volatility. The financial market around computing power is accelerating, including derivatives instruments such as computing power f…