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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.
Gregory Peters of PGIM said that the return of the 30-year U.S. Treasury bond yield above 5% is prompting investors to rethink what levels are considered attractive. Peters expects U.S. Treasury and 30-year corporate bond yields to move significantly higher an…
Tickers appearing most often in the latest published notes.
Gregory Peters of PGIM said that the return of the 30-year U.S. Treasury bond yield above 5% is prompting investors to rethink what levels are considered attractive. Peters expects U.S. Treasury and 30-year corporate bond yields to move significantly higher an…
Announced an investment of approximately US$500 million in Australian AI cloud infrastructure company Firmus Technologies, becoming the largest investor in its US$2 billion financing round. The investment was made in the form of preferred shares, which are exp…
Micron Technology recently announced plans to invest up to $3 billion to strengthen the U.S. semiconductor supply chain ecosystem. As an important part of this strategic investment, Micron Technology will provide $500 million in strategic financing support to…
TD Cowen Investment Bank stated that the actual application scenarios of Nvidia's technology system are far broader than the current market understanding, and it has extremely high allocation value and is worthy of investors' inclusion in their portfolios. The…
In the early morning of July 10th, Beijing time, U.S. stocks continued to rise in midday trading on Thursday. The general rise in chip stocks combined with the fall in oil prices gave support to the stock index. Traders continued to assess U.S.-Iran tensions.…
Funds continued to flow out of large cloud technology groups on Thursday and poured into the semiconductor track. The semiconductor sector rose across the board, with the iShares Semiconductor Industry ETF (SOXX) rising more than 5%; while the Seven Major U.S.…
AIRO Group Holdings, Inc. announced that it has completed the delivery of a batch of UAV system orders in the second quarter of 2026, marking the first actual deployment of its new Zentra camera system on the RQ-35 Heidrun UAV. The Zentra sensor suite was deve…
Corporation (NYSE: RBLX) announced that it will release its second quarter financial results after the U.S. stock market closes on Thursday, July 30, 2026. Company management will hold a conference call that day at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Tim…
Mutual Funds Mutual funds, also known as Mutual Funds in English, are financial products second only to stocks (Stock) among financial investment and wealth management products. Mutual funds are different from ETFs. Mutual funds are generally managed by fund m…
J.P. Morgan released a roadmap for the commercialization of China’s large AI models with open weights, believing that the competitive landscape is showing a “winner takes all” trend. The report emphasizes that the market is shifting from a "technology competit…
Dual-Class Shares refer to the same company issuing shares of different voting rights classes. This article will explain what Class A shares, Class B shares, and supervoting rights mean, why founder companies prefer dual-class structures, and what governance r…
The J.P. Morgan report showed that the total valuation of global commodity open positions increased slightly to US$1.7 trillion after six consecutive weeks of decline, and net investor positions fell 5% weekly to US$169 billion. Broken down, net long positions…
Morgan Stanley predicts that the operating profits of the 19 Japanese electronic component companies covered in the April-June quarter will increase by 33.6% year-on-year. Growth is mainly driven by demand for high value-added components in AI and data center…
Equipment rental company United Rentals, Inc. (NYSE: URI) announced that it will hold a second quarter earnings conference call on Thursday, July 23, 2026 at 8:30 a.m. ET. CEO Matt Flannery and CFO Ted Grace will co-chair the meeting. The company plans to rele…
Australia's largest grain handler GrainCorp has called on the federal government to introduce a national mandatory biofuel blending policy to deal with energy vulnerabilities exposed by geopolitical conflicts. The company's CEO Robert Spurway pointed out that…
The J.P. Morgan report pointed out that China's foreign exchange reserves fell, suggesting that the trade surplus is narrowing. At the same time, data on the ratio of foreign exchange settlement and sales by banks on behalf of customers show that since 2026, t…
In the fiercely competitive AI tool market, Mark Zuckerberg hopes to win with price advantage. Meta Platforms Inc. Released its most advanced artificial intelligence model, Muse Spark 1.1, and launched a paid version for developers for the first time. This is…