Anthropic's new model is about to be released! The "sliding ratio" helps companies reduce costs and increase efficiency, with programming capabilities surpassing o3-miniRooting out the problem! Musk declares he wants to "eradicate" 75,000 federal government employees in the United States who have accepted buyoutsSoftBank's Arm is developing its own chips, targeting Meta as one of its first customers, leading to a surge in stock pricesGoldman Sachs executive: This is my last bullish email on US stocks for this quarterIf OpenAI remains non-profit, Musk's $97.4 billion acquisition proposal will be withdrawn!Why Tesla Stock Is Soaring TodayU.S. stock indices, gold prices, euro, and Canadian dollar gains have expanded, oil prices have narrowed their declines, and the U.S. dollar has weakenedThe S&P 500 index rose more than 0.3%, the Nasdaq rose 0.6%, and the Philadelphia Semiconductor Index rose about 0.7%.
The Mexican peso's decline against the US dollar narrowed.
Spot gold's increase exceeded 0.5% again, and the Bloomberg Dollar Index fell 0.3%, hitting a daily lowIs DeepSeek's Breakthrough Really a Disaster For Nvidia Stock?U.S. stock market opens: Nasdaq rises 0.3%, AppLovin rises over 30% to hit a record high, Baidu rises over 4%The year-on-year increase in the U.S. January PPI is the highest in nearly two years, but the part related to PCE inflation shows moderate signsU.S. inflation has exploded again! January PPI exceeded expectations across the board, and the market has begun to price in a "restart of interest rate hikes."Global news you need to know before the U.S. stock market opens on ThursdayThe number of initial jobless claims in the United States fell to 213,000 last week, indicating a stable labor marketAmazon Just Hit a Major Milestone That You Don't Want to IgnoreQuick Review of the U.S. January PPIAfter the release of the U.S. PPI data, the U.S. dollar index rose slightly in the short term, while spot gold fell slightlyBetter Quantum Computing Stock: IonQ vs. AlphabetDeepSeek emerges, as the seven giants transform from "bull market engines" to "bear market triggers" in the US stock market?Baidu's US stock pre-market rose about 4.5%, The Information reported that Apple continues to collaborate with Baidu to develop AI features for Chinese iPhone usersKering Group's profits plummet, is Gucci the "culprit"?IEA Monthly Report: Global Oil Supply Surplus Reduced, Demand Growth StrongRay Dalio issues a stern warning: The U.S. must immediately cut its debt, or the economy will face a "heart attack" crisisBeware of pullback risks! Goldman Sachs warns: U.S. stocks are "overcrowded" and dip buying has weakenedReddit: Growth depends on the big brother's mood? High valuation is the "sword over the head"GUMING's listing has mixed feelingsZhitong Hong Kong Stock Analysis | Previous Highs Encounter Resistance and Retreat, Bottom Exploration in the Consumer SectorIn the fourth quarter, Hua Hong Semiconductor's sales revenue increased by 18.4% year-on-year, and net profit turned to a loss due to foreign exchange losses | Financial Report InsightsAndy Jassy Just Delivered Fantastic News for Amazon InvestorsBetter Artificial Intelligence (AI) Stock: Nvidia vs. Palantir TechnologiesPremium income surged by 32%! NCI announced its best "New Year" in five years for January!Billionaire Bill Gates Thinks Quantum Computing Could Be Ready for Prime Time Within 3 to 5 Years. Could Nvidia Be in Trouble If He's Right?Better Cloud and AI Stock: Oracle vs. AmazonAmazon's Cloud Miss May Be Even Worse Than You Think (but It Makes Sense)Alibaba Cloud presses the acceleration button for external expansionThe "marriage" is officially off! Honda and Nissan announce the abandonment of merger talks and promise to continue cooperationInflation Warning: How Will Trump Play the Tariff Card?After the emergence of GPT-5, DeepSeek has once again pressured the delayed Grok 3Hong Kong Stock Market Review: The Hang Seng Index rose and then fell, down 0.2%; the Hang Seng Tech Index once surged over 4% to reach a nearly 3-year high before dropping 0.87%Goldman Sachs: DeepSeek's technological breakthrough is expected to accelerate the popularization of AI, potentially leading to a significant boost in global economic growthRobinhood (Minutes): Fully Embrace Crypto, Must Globalize in the FutureUBS provided a benchmark list: Cambricon vs. NVIDIA, Xiaomi vs. Tesla, SMIC vs. TSMCMorgan Stanley remains focused on large tech giants in Q4, heavily buying Broadcom while reducing holdings in Tesla, Microsoft, and GoogleTonight returning to the US stock market, cybersecurity company SailPoint IPO priced at $23Robinhood: Trump sends "grace of rebirth," retail investors return with dominanceNomura: The market has accepted that GB200 is below expectations, and the supply chain will shift to GB300 in the second half of the yearApplovin (Summary): The Best Case of Technology Meeting Cross-Market DemandJanuary wholesale inflation rate surged to a seven-month high, reinforcing expectations for a Bank of Japan interest rate hikeRising for 17 consecutive days, setting a record on Nasdaq! Meta is the biggest target of the "DeepSeek impact" collectiveUS Stock IPO Outlook | Sofitel: A Difficult Turnaround for the Established Daily Chemical Brand with Cumulative Losses Exceeding $3 Million Over Two and a Half Years