The market has underestimated Amazon AWS's "AI potential": The "deeply integrated" Claude, API business has surpassed OpenAIMild price increase for the first time in seven years? Morgan Stanley: All eyes on the iPhone 17 pricing at next week's Apple eventHock Tan's CEO Stint Saw Broadcom's Stock Shoot Up 26,750% After Listing, Now He's Staying On Amid Explosive AI Revenue Gains, Nvidia RivalryHong Kong Stock Midday Review: Hang Seng Index up 0.62%, Hang Seng Tech Index up 0.82%Lululemon's Q2 EPS exceeded expectations, lowered full-year performance forecast, and fell 15% in after-hours trading | Earnings Report InsightsBroadcom (Minutes): AI revenue growth will exceed 60% in the next fiscal year.Trump issues ultimatum to the chip industry: If you don't set up factories in the U.S., tariffs will be increasedTechnical indicators in China "Alpha" far exceed those in the United States, especially in small-cap stocksBroadcom Conference Call: Secured New Orders for AI Chips Worth $10 Billion, Significantly Raised Growth Expectations for 2026Elon Musk Says 80% Of Tesla's Value Lies In Robots While China's UBTech Scores Record Deal, JPMorgan Sees Beijing Firms Leading The Humanoid BoomLululemon (Minutes): Future new products will focus on social leisure direction.Starbucks China's acquisition bid reaches USD 5 billion, with Tencent, KKR, and others participating in the competitionMortgage Rates May Fall Before Fed's Much-Anticipated September Rate Cut: Here's WhyThe market has begun trading "Loss of Federal Reserve Independence": U.S. stocks, bonds, and gold are the most significantTrack Hyper | Meituan open sources LongCat-Flash: Where is the strategic direction?Goldman Sachs' Non-Farm Payroll Preview: 60K! Below market expectations, but above recent averagesUnderstanding the Market | Gold stocks rise collectively as ADP employment data strengthens expectations for a U.S. rate cut; the market focuses on tonight's non-farm payroll dataNVIDIA and AMD lackluster? Broadcom boldly takes over as the AI flag bearerLululemon: Davis Double Kill! Can the 'Little Black Pants' Hold Up?"To please" Trump, Silicon Valley giants "gather at the White House" to support the "First Lady's" AI planSelling PE assets to individual users! Wall Street's "alliances and collaborations" kick off a new round of wealth competitionBroadcom single-handedly revitalizes "AI faith"! AI ASIC demand embarks on "NVIDIA-style surge trajectory"Wages recorded the strongest growth in seven months! The probability of the Bank of Japan raising interest rates in October has increased significantlyThe "domestic substitution" of luxury goods is in progressBroadcom's "100 Billion Order" Exposed: OpenAI to Produce Self-Developed Chips Next Year, Reducing Dependence on NVIDIATrump advisor temporarily appointed as Federal Reserve governor questioned, nominee Miran: No one asked me to commit to supporting interest rate cutsThe U.S. government requests the Supreme Court to expedite the review of the "tariff increase case," Trump: If defeated, may "terminate" trade agreements with Europe, Japan, and South KoreaCICC: The biggest risk to the U.S. economy remains "stagflation," and we need to be vigilant about the potential volatility that financial markets may face as a resultNVIDIA invests $1.5 billion to rent GPU servers equipped with its own chips from LambdaZhitong Hong Kong Stock Early Knowledge | State Council: Support qualified sports enterprises to go public and refinance, issue bonds, and asset securitization. Nasdaq closed up nearly 1%Amid the simultaneous rise of stocks and bonds, the cryptocurrency market is experiencing a decline: the "Trump concept" becomes a heavy disaster area as regulatory clouds loom over DATs companiesWhy Meta Platforms Stock Outpaced the Market TodayBroadcom's Q3 AI chip revenue exceeded expectations with a 63% increase, a mysterious new customer placed orders worth 10 billion, and the AI outlook for the next fiscal year is expected to "significantly" improve | Earnings Report InsightsIn pre-market trading, Salesforce fell about 6% after earnings, C3.ai plummeted 12%, and the Direxion Daily FTSE China Bull 3X Shares ETF dropped about 4%Meet the Skyrocketing Artificial Intelligence (AI) Stock That's Leaving Nvidia in the DustExpectations for interest rate cuts rise in September! New York Federal Reserve President John Williams states that tariffs have not driven up inflationOvernight news on September 5: U.S. stocks closed higher, Citigroup is bearish on NVIDIA's short-term outlook, Meta plans to launch $800 AI glasses, Trump issues an order to determine tariffs on JapanThe 10-year U.S. Treasury yield fell by 5.6 basis points as investors await the U.S. non-farm payroll reportThe third-ranking official of the Federal Reserve stated that gradual interest rate cuts are appropriate, and next year's voting committee reiterated its opposition to a rate cut in SeptemberBroadcom's adjusted net revenue for the third fiscal quarter was $15.95 billion, while analysts expected $15.84 billion.
For the fourth fiscal quarter, AI semiconductor revenue is expected to be $6.2 billion, with analysts predicting $5.82 billionWhat's Going On With Amazon Stock Thursday?Nvidia Just Went Quantum—And ETFs Are Scrambling To Catch UpTrump's War On Fed Could Ignite Gold's $4,500 LiftoffCitigroup believes that NVIDIA's short-term outlook is weakeningNvidia vs. Palantir: Wall Street Analysts Say to Buy One, but Think the Other Is OvervaluedWhat's Driving the Market Sentiment Around Amazon.com?10 Stocks And ETFs 'On Sale' This MonthETF Traders Are Quietly Positioning For Market Turbulence: DirexionWall Street Gains On Rate Cut Bets, GE Hits Record Highs: What's Moving Markets Thursday?