Reminder: Please pay close attention to the following (all times are in Beijing time)'My Favorite Stock For 2025,' Says Portfolio Manager, Who Also Notes Two Contrarian Plays During Growth OptimismNvidia is making a fortune! CoreWeave has risen approximately 65% year-to-dateThirty years of "activism" may come to an end as the Federal Reserve faces a turning point in the eraExpert Outlook: Microsoft Through The Eyes Of 32 AnalystsIntel CFO Says New Chip Output For Clients Will Be Minimal, Eyes Foundry Breakeven By 2027Top 20 trading volumes in US stocks on May 15: UnitedHealth faces criminal investigation, stock price plummetsBerkshire Hathaway, led by Buffett, completely divested Citigroup in the first quarter and reduced its holdings in Bank of AmericaNVIDIA: Holds 7% stake in CoreWeaveMeta's stock price falls as flagship artificial intelligence model reportedly delayed for releaseWhere did Tencent and Alibaba's Capex go?"New Federal Reserve News Agency": The Federal Reserve will adjust its framework for interest rate setting, acknowledging that the era of long-term low interest rates may be overRay Dalio's Bridgewater Dumps SPY, Trims Nvidia, Meta, Alphabet — Bearish Vibes?NetEase (Minutes): Don't worry too much about the future PipelineTrillion-dollar bank stocks "market value skyrocketing," public and private funds "caught off guard"?Why Tesla Stock Has Soared This WeekAlibaba (Minutes): AI is a ten-year opportunity, takeout subsidies can replace marketing investment.AI needs a 'bloodletting' before revival, is Alibaba 'unwilling' to fight again?Alibaba's AI Transformation and EvolutionCapital rotation is evident, with gold and Bitcoin showing a "zero-sum game."The negative impact of tariffs may surface in the United StatesAlibaba conference call: Cloud business growth is mainly driven by AI demand, and it will remain in an upward trajectory in the coming quarters, converting more Taobao users into instant retail usersPowell: The Federal Reserve is considering adjusting its monetary policy framework and re-examining the definition of "underemployment" and the path to achieving its inflation targetTariff impacts are coming! Walmart warns: We cannot keep prices unchanged foreverMeet the Supercharged Auto Stock That's a Better Buy Than TeslaNvidia Now Worth 35x Intel After 16-Year Surge And Valuation Gap Keeps GrowingU.S. retail sales growth slowed in April, showing signs of weak consumer spendingAlibaba Stock Slides 5% After Revenue Miss, Cloud Spend Hits Free Cash FlowU.S. stock market early trading: Most technology stocks and Chinese concept stocks are down, with Alibaba falling about 6%Mark Zuckerberg Says 'Apple Hasn't Invented Anything Great Since The iPhone' As Meta Blocks Its AI ToolsGold fell below $3,150, oil prices dropped over 3%, and the USD/JPY fell 0.7%Global news you need to know before the U.S. stock market opens on ThursdayPrediction: This Artificial Intelligence (AI) Stock Could Be Worth More Than Nvidia by 2030Daily US Stock Market News Briefing (May 15, Thursday)Counterpoint: Strong demand, Taiwan Semiconductor's 3nm process becomes its fastest technology node to achieve full utilization in historyAfter the release of the U.S. PPI and retail sales data, the U.S. dollar index fell slightly by about 10 pointsAlibaba Doesn't Meet Lofty ExpectationsAlibaba conference call: AI usage has expanded from large and medium-sized enterprises to a large number of small and medium-sized enterprisesU.S. Stock Outlook | Three Major Index Futures All Decline, U.S. April PPI and Retail Data Coming TonightWalmart's Q1 sales increased by 2.5%, slightly below expectations, CFO warns that tariff price increases may start this month | Earnings Report InsightsNetEase Q1 game revenue increased by over 12% year-on-year, with a net profit of 10.3 billion, a year-on-year growth of 34.9% | Financial Report InsightsWTO members have raised concerns again about the U.S. tariff measures, and China stated that the so-called "reciprocal tariffs" seriously undermine the multilateral trading systemHong Kong Stock Review: Expectations Too HighNo longer Huawei's "only son," SERES is listed for a second time on the Hong Kong Stock Exchange