LIVE MARKET DESK
Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
Tonight, the attention of the global market will once again focus on a crucial US economic data - the US Bureau of Labor Statistics will release the June CPI report at 20:30 Beijing time. As the interest rate market estimates that the probability of the Federa…
Tickers appearing most often in the latest published notes.
Tonight, the attention of the global market will once again focus on a crucial US economic data - the US Bureau of Labor Statistics will release the June CPI report at 20:30 Beijing time. As the interest rate market estimates that the probability of the Federa…
Affected by the large-scale selling of U.S. dollars by South Korean semiconductor giant SK Hynix in the foreign exchange market, the exchange rate of the Korean won against the U.S. dollar rebounded strongly on the 14th. As of the trading session on the 14th,…
July 14, 2020 - Google said that it will extend the Gemini AI function in the Chrome browser to British desktop users, and the iOS version will be launched next month.
Ark Invest, owned by Cathie Wood, conducted a number of transactions on Monday, and the operation that received the most market attention was adding a position in SpaceX. This aerospace company recently completed its listing, and the market has revived controv…
In an environment where the Federal Reserve's "interest rate hike nightmare" lingers, Robert Minter, head of investment strategy at Aberdeen Group (Abrdn), questioned the market's increasingly hawkish interpretation of U.S. monetary policy. In the Federal Rese…
OpenAI has asked a judge to rule that xAI Corp. The trade secret theft lawsuit filed against it "should never have existed" and seeks to recover more than $1 million in legal fees from the Elon Musk-owned company. The AI startup's request on Monday came hours…
Masayoshi Son, founder of SoftBank Group, said that in the near future, nuclear fusion technology will provide the most realistic solution to the growing energy needs of artificial intelligence data centers. Sun Zhengyi believes that currently natural gas is t…
The company recently formally sued OpenAI, an artificial intelligence startup, accusing it of poaching Apple employees and stealing trade secrets. This move marks the complete breakdown of the previous strategic alliance between the two giants, and also expose…
Morgan Stanley released a report stating that China’s first nationally produced 100,000-card AI super cluster Sugon 8000 was officially completed. The six types of chips at the core of this cluster were independently developed by Haiguang Information (688041)…
Morgan Stanley issued quarterly research guidance for global analog chips, arguing that the industry is in the early stages of a more sustained earnings recovery. Tight channel inventory, gradual advancement of replenishment, and easing pricing pressure are th…
Morgan Stanley released three actionable investment ideas in the Asia-Pacific region, all with an positive rating rating. The three recommendations are: Keyence (6861.T), citing the long-term growth theme from factory automation to physical AI; Lenovo (0992.HK…
Morgan Stanley released its weekly report on North American semiconductors, naming Nvidia (NVDA) as its key name discussed in the sector. The core focus comes from investor feedback from recent roadshows, which discuss how Nvidia can expand its value investor…
Morgan Stanley updated its research report on Scale-Up Networks. The market size is expected to reach approximately US$70 billion by 2030, an increase of more than 4 times from the estimate a year ago. The report believes that copper cable will be the first ch…
It has finalized the purchase of all the power generated by a large photovoltaic power station to offset its own fossil fuel carbon emissions. Although the Trump administration continues to introduce policies to suppress the renewable energy industry, market d…
Goldman Sachs launched a U.S. regional data center supply and demand model and raised the overall U.S. power demand compound annual growth rate from 3.2% to 3.5%. It is predicted that by 2030, the power demand of U.S. data centers will reach 108GW/947TWh, with…
Affected by factors such as the worsening geopolitical situation between the United States and Iran and the sharp rise in international oil prices, market expectations for the Federal Reserve to raise interest rates in late July have increased significantly in…
Goldman Sachs covers clinical-stage precision oncology company Erasca (ERAS.US) for the first time. Its core pipeline is pan-RAS molecular gel ERAS-0015 and pan-KRAS inhibitor ERAS-4001. The report believes that compared with competing products, ERAS-0015 has…