The market of Hong Kong and the United States is in full control!
Amazon officially joins the $3 trillion club! Head of AWS: "We're signing five-year long-term contracts with customers—demand far exceeds supply."
wallstreetcn · 07:38
U.S. Markets Close | Geopolitical risk premium fades; Dow hits record closing high, Nasdaq surges over 2%; cloud computing stocks rally across the board, with CoreWeave up 19% and NEBIUS rising more than 11%; crude oil plunges 7%, breaking below $80
wallstreetcn · 05:55
CICC Analysis: How far has this market correction gone? Beyond AI, what else is worth buying?
CICC Insights · Aug 3 09:47
U.S. Stock Market Close | Major indices staged a V-shaped recovery and all closed higher; cloud giants surged, with Google jumping 7% to recover from its post-earnings slump, Meta ended an 11-day losing streak, and Alibaba rose over 5%; the Philadelphia S
wallstreetcn · Aug 1 06:13
The lingering question from Big Tech's earnings season: Both 'capital expenditures' and 'AI revenue' are rising—who will win the narrative?
wallstreetcn · Jul 31 15:00
U.S. Stocks Close | AI 'Oracle' Falters Before Dawn; Philadelphia Semiconductor Index Surges Over 8%; Cloud, Storage, and Optical Stocks Rally—SanDisk Jumps 26%, NEBIUS Soars 27%, Lumentum Rises Over 15%; Dollar Plunges, Gold Reclaims $4,100
wallstreetcn · Jul 31 07:05
U.S. Market Close | Fed Holds Steady but Hawkish Divisions Loom; Nasdaq Extends Losses to Sixth Day, Dow Plummets Over 1,000 Points; Coca-Cola Gains Another 1%, Up Nearly 30% Year-to-Date; Golden Dragon Index Logs Third Consecutive Gain; U.S. Long-Term Tr
wallstreetcn · Jul 30 07:11
U.S. Market Close | The Philadelphia Semiconductor Index breaks below key support, pressuring the Nasdaq; Dow Jones rises 1%. Blue-chip stocks attract capital inflows, with Apple surpassing a $5 trillion market cap for the first time and Coca-Cola climbin
wallstreetcn · Jul 29 07:11
U.S. Market Close | NVIDIA's revolving financing draws scrutiny; major indices opened higher but closed lower. Chip stocks came under pressure, with SanDisk nearing a 50% decline and Marvell down 40% from its recent high. Software stocks rose, with Palant
wallstreetcn · Jul 28 05:50
Amid the lingering chill of summer, risks subside and opportunities emerge—positioning for recovery after market bottoming.
Zhang Yidong's Strategy World · Jul 27 10:29
Triple-digit oil prices, AI backlash, and renewed tariffs—the bull market’s 'difficult summer'
wallstreetcn · Jul 25 14:21
Major volatility next week? Markets brace for impact.
wallstreetcn · Jul 25 11:59
U.S. Market Close | Capital expenditure narrative weakens, Nasdaq under pressure, Philadelphia Semiconductor Index drops 4%; memory stocks plunge, with Western Digital down over 10% and Micron falling 7%; 'Old Biden' stocks rebound, Apple rises 3% approac
wallstreetcn · Jul 25 06:48
Public mutual funds shifted their Hong Kong equity allocation from overweight to underweight in the second quarter, with AI hardware emerging as the sole sector receiving increased positions amid a broader pullback.
cls.cn · Jul 24 13:13
U.S. Market Close | AI Spending Concerns Hammer U.S. Stocks, Nasdaq Drops 2%; Magnificent 7 Lose $800 Billion in Market Value in a Single Day, Tesla Plunges Over 14%; Memory Stocks Rally, Micron Gains Over 3%; Brent Crude Surges Past $100 Again
wallstreetcn · Jul 24 06:03
U.S. Market Close | Renewed rate hike expectations weighed on major indices, sending all three lower; NVIDIA led the Magnificent 7 with a strong 2% gain; Super Micro Computer surged 20%; software stocks lagged, with Palantir falling over 6%; oil prices cl
wallstreetcn · Jul 23 06:24
AMD Makes First Bet on Anthropic: Up to $5 Billion Investment and Secures Billions in AI Server Orders
cls.cn · Jul 22 21:39
U.S. Stock Market Close | Storage stocks surged sharply, driving major indices higher; the Philadelphia Semiconductor Index (SOX) jumped 5%. Cloud service providers continued to rally, with NEBIUS soaring 19%. Coinbase rose 10% as the CLARITY Act nears fi
wallstreetcn · Jul 22 06:31
The 'good news is bad news' curse strikes again! Citi's Economic Surprise Index surges past 40, and U.S. equities may face the historical pattern of 'three weeks of declines followed by a three-month recovery.'
Zhitong Finance · Jul 21 21:50
U.S. Market Close | All three major indices opened higher but closed lower; cloud service providers saw a surge in orders, with IREN surging 20% and Hut 8 rising over 10%; Chinese ADRs strengthened, with Alibaba up nearly 5%; crypto rebounded, with Circle
wallstreetcn · Jul 21 06:30
The semiconductor index has entered a bear market, and Goldman Sachs has quietly shifted toward three alternative investment themes.
wallstreetcn · Jul 20 21:13
South Korean brokerage Meritz: Middle Eastern sovereign AI funds are entering the market to purchase domestic memory chips; Kimi K3 is a positive catalyst, not a disruption.
wallstreetcn · Jul 20 17:39
Meta secures its first major client for monetizing computing power; reports indicate it plans to lease computing capacity to Anthropic under a $10 billion contract.
wallstreetcn · Jul 18 09:44
U.S. Market Close | Kimi K3 Recreates the 'DeepSeek Moment'? Nasdaq Falls Another 1%; Memory Stocks Rally Then Retreat, SK Hynix Up Over 1%; ASML Holding Awards €20,000 Bonus to All Employees; Oracle's 5-Year CDS Spread Hits All-Time High; Crude Oil Surge
wallstreetcn · Jul 18 06:11
