JPMORGAN GLOBAL SELECT EQUITY ETF (JGLO) News

Goldman Sachs: The Next Major AI Theme Shifts from Computing Power to Humanoid Robots

According to Goldman Sachs' latest report, as AI computing infrastructure continues to expand, humanoid robots are poised to become a key growth driver in the next phase of AI development, with labor shortages and automation demand providing structural support for the industry's long-term growth.

wallstreetcnNow

European stocks quietly outperform U.S. equities! Goldman Sachs: As markets begin questioning AI investments, Europe—having avoided the AI frenzy—gains an edge.

Goldman Sachs believes that, amid skepticism over the returns on AI-related capital expenditures and elevated U.S. equity valuations, Europe’s market structure—characterized by strong cash flows and a focus away from AI—has become a distinct advantage. Supported by high shareholder returns, low valuations, and attracting the strongest foreign inflows in a decade, European equities have outperformed their U.S. counterparts. Goldman Sachs has raised its 2026 EPS growth forecast for the STOXX 600 index to 15%, with first-half growth already reaching 14%—the strongest pace in three years.

wallstreetcn6minutes ago

TSMC sitting on $1 billion in backlogged Apple processor orders? Guo Ming-qi debunks rumor: Inventory buildup is part of normal ramp-up, not passive accumulation

Guo Mingchi refuted rumors of "Taiwan Semiconductor holding $1 billion worth of Apple's 2nm chips in inventory," emphasizing that Apple plans its production schedule in advance based on memory supply, and that Taiwan Semiconductor's rising inventory stems from the ramp-up of 2nm production and stockpiling by multiple customers—not passive accumulation. However, Apple's management has confirmed that supply constraints, including memory shortages, have pressured shipments across multiple product lines in the fourth fiscal quarter.

wallstreetcn51minutes ago

NVIDIA's $500 billion 'circular financing'? Morgan Stanley responds: Investment led by third parties, with NVIDIA only providing 'residual value support' while still enjoying long-term revenue sharing

Morgan Stanley believes that NVIDIA provides no more than 25% of the 'residual value support mechanism' in this structure, with decision-making authority and funding sources primarily borne by independent third parties, thereby structurally addressing concerns about 'circular financing.' This arrangement also creates an annuity-like revenue-sharing channel for NVIDIA with nearly 100% gross margins, with estimated revenue sharing in FY29 exceeding USD 10 billion and driving EPS upside of over 10%.

wallstreetcn15:08

Zheshang Securities Discusses Next-Stage Strategy for A-Shares: From 'K-Shaped' to 'Diamond-Shaped'

Zheshang Securities' 'Diamond Strategy' notes that as the AI narrative slope flattens, market microstructure deteriorates, and global liquidity faces disruptions, the extreme concentration of capital in a 'K-shaped' divergence is unlikely to persist. The market is now entering a transitional phase of oscillation characterized by 'convergence → rebound → re-convergence.' Strategically, the approach recommends shifting from concentration at the extremes toward strengthening positions in the middle ground, focusing on three main themes: tech differentiation, deep value, and distressed turnarounds.

wallstreetcn15:07

AMZN Stock to Close Above $300 by August End? Crypto Punters Bet on the Possibility Following Amazon's Impressive Q2 Performance

Benzinga12:36

UBS Group Corporate Survey: AI spending remains robust, 'build-your-own' software is becoming a trend, and data management leadership is critical

A recent UBS Group survey shows that cloud infrastructure and data management layer providers (such as Databricks and Snowflake) remain firmly entrenched, while traditional SaaS vendors continue to be sidelined—as enterprises increasingly opt to build their own AI systems. Meanwhile, AI-native startups like CodeRabbit are quietly making their way onto procurement lists, marking the onset of a clear divergence across the industry value chain.

wallstreetcn11:52

Cathie Wood Buys $26.6 Million in Nvidia Shares, Ark Invest Sells Palantir Stock Amid Market Swings

Benzinga10:41

The Source of Massive Capital Expenditures: How High Is the 'Hidden Leverage' of Tech Giants?

Research by Goldman Sachs and Morgan Stanley indicates that AI cloud providers such as Alphabet, Microsoft, Amazon, and Meta have approximately $2 trillion in off-balance-sheet contingent liabilities, including $1 trillion in unexecuted lease commitments and nearly $1 trillion in procurement commitments. Should data center investments fail to meet expected returns, these contingent liabilities could exert significant pressure on liquidity, and bond markets have already shown mild signs of pullback.

wallstreetcn10:02

Zohran Mamdani Wants Amazon to Follow 'the Rules' as He Demands 'Accountability,' Backs Delivery Protection Act

Benzinga10:01

Responding to质疑 over 'USD 50 billion in financing'! Jensen Huang: NVIDIA's 'AI factories' are becoming 'investment-grade assets,' with genuine demand—far from 'circular financing.'

Jensen Huang described the funding as third-party capital, noting that financial institutions will conduct independent due diligence, and emphasized that AI demand is genuinely real. He stated that NVIDIA’s 'AI factory' holds long-term economic value and supports a broad ecosystem. NVIDIA has already partnered with six financial institutions—including Apollo, Blackrock, and Blackstone—to establish an independent financing platform. Nouriel Roubini, nicknamed 'Dr. Doom,' drew a parallel to the 2008 financial crisis, commenting, 'The next time these individuals sit together to explain AI financing, it might very well be at a congressional hearing in 2031...'

wallstreetcn09:37

NVIDIA CDS soars! A $500 billion off-balance-sheet "debt ghost" triggers alarm—Is Wall Street spooked?

① On Monday (August 10), NVIDIA formally reached agreements with several top-tier Wall Street financial institutions to raise substantial capital aimed at financing its customers’ purchases of computing power; ② This news clearly delivered more of a shock than a surprise to overnight financial markets...

cls.cn08:59

Morning Brief by Xiao K | Doudou PR Head: Hotel Commissions Are Not Advertising Fees; NVIDIA to Mobilize Over $500 Billion for AI Computing

① Musk targets EUV light sources: FEL technology gains favor, potentially transforming chip costs; ② Microsoft plans to launch its next-generation MAIA 300 AI chip as early as September; ③ Unitree Technology’s online offering achieved a final subscription rate of 0.0181%; ④ Longsys plans to repurchase shares worth no less than RMB 400 million and no more than RMB 800 million.

cls.cn08:37

Storing the 'bull-bear debate'—this is the view of Goldman Sachs' top TMT specialist.

Johnstone, Goldman Sachs' European TMT specialist, believes that although HBM and DRAM orders are sold out through 2027, the pace of price increases has begun to moderate—a trend indicating a market shift in pricing focus from 'scarcity premium' to expectations of 'slowing price growth.' NVIDIA’s assessment of reducing HBM usage and Apple’s testing of Chinese memory chips are direct manifestations of this pressure. Absolute prices will continue rising into mid-2027, but the easiest profits have already been captured.

wallstreetcn08:16

Dropping the 'all-glass' design and running out of new ideas? Apple downgraded by Wall Street.

Supply chain survey results indicate that Apple has canceled its planned all-glass iPhone, originally scheduled for launch in 2027, due to insufficient production yields. The model was expected to significantly boost profits with an average selling price of approximately $2,060. Jefferies has accordingly downgraded Apple to "underperform." Analysts believe that the failure of the all-glass design, combined with slow progress in AI and rising memory costs, has hindered Apple's premium pricing strategy.

wallstreetcn07:55 · Ratings

Golden Ten Data Global Financial Breakfast | August 11, 2026

Spot gold hit a nine-week high; Trump demanded Iran pay reparations and extended the Jones Act shipping waiver by 90 days; Fed's Hammack stated multiple rate hikes may be necessary... What major global events unfolded yesterday and early this morning?

Golden10 Data06:56

Top 20 by Trading Volume | NVIDIA partners with Wall Street giants to plan a $500 billion bet on AI infrastructure; SpaceX rises another 4%, pushing its share price back above the IPO level; Meta releases compact AI models; Intel issues $15 billion in add

NVIDIA, the most actively traded stock on U.S. markets, declined 2.86% with a turnover of $25.189 billion. On Monday, August 10, according to the Financial Times citing informed sources, Wall Street giants including Apollo, Blackstone, Global Infrastructure Partners (a BlackRock company), Brookfield Asset Management, Goldman Sachs, and KKR are in discussions with NVIDIA regarding a $500 billion AI infrastructure financing arrangement, which could be officially announced as early as today. The report noted that the participating firms will form a consortium to establish a dedicated investment fund, with proceeds earmarked specifically for AI chip procurement, power generation, and data center construction.

Futu News06:50

U.S. Market Close | All three major indices ended slightly lower, with the semiconductor index down nearly 3%; the optical communications sector opened higher but closed lower, as Coherent dropped over 14% and Lumentum fell more than 8%; escalating tensio

The semiconductor sector collectively suffered losses. Arm Holdings plunged 5.21%, leading the decline, followed by Marvell Technology down 4.65%. AMD and NVIDIA each fell 2.86%, Micron Technology dropped 1.89%, and Broadcom declined 1.25%. Optical communications emerged as the worst-performing subsector within the AI segment. The yield on the 10-year U.S. Treasury note rose by 3 basis points to 4.68%, while the 30-year yield hit 5.21%. WTI crude oil surged 5.26% to reclaim the $82 mark, with Brent crude rising in tandem by 5.14%.

wallstreetcn06:38

The dollar rebounded to 159.36 yen amid uncertainty surrounding U.S.-Iran negotiations, rising crude oil prices, and higher interest rates.

[London Market Overview] In the London foreign exchange market on the 10th, the USD/JPY pair traded with slight firmness. Supported by resilient crude oil prices and U.S. long-term interest rates, the dollar saw buy-backs that pushed the pair from 158.42 yen to 158.89 yen. However, momentum stalled amid caution over the psychological barrier of 159 yen. The EUR/USD pair declined from $1.1565 to $1.1554, driven by dollar buying. The EUR/JPY pair followed the USD/JPY higher, rising from 183.17 yen to 183.63 yen, but gains were capped by concerns over potential currency intervention.

Fisco Japan05:13

NVIDIA partners with six Wall Street giants to raise $500 billion betting on AI infrastructure, as credit default swaps post their largest two-week gain.

NVIDIA is seeking to form a consortium with Wall Street giants including Apollo, Blackstone, Blackrock’s Global Infrastructure Partners (GIP), Brookfield, Goldman Sachs, and KKR to raise up to $500 billion for AI infrastructure projects, funding AI chip procurement, power generation, and data center construction. Following the announcement, NVIDIA’s share price fell as much as 3.2%, and its credit default swap spreads recorded their largest single-day increase in two weeks.

wallstreetcn04:57