Tonight! Rare 'two-in-one' release of the non-farm payroll report, with a possible spike in the unemployment rate.

U.S. economic data is gradually 'unfreezing,' with tonight’s non-farm payroll report taking the lead. However, economists remain sharply divided on this data, ensuring a night of 'chaos and turbulence.'

Golden10 Data15:46

Uncertainty over the next Fed Chair! Kevin Warsh's policy stance: interest rate cuts + balance sheet reduction

Although Warsh recently advocated for lowering interest rates, he has adopted a more hawkish stance on the balance sheet issue. However, Deutsche Bank believes that the prerequisite for implementing "rate cuts alongside balance sheet reduction" is regulatory reform that reduces banks' reserve requirements, and its feasibility in the short term remains uncertain. The market needs to closely monitor whether the new chair can maintain independence under pressure from Trump's demands for significant rate cuts, as well as the process of establishing policy credibility.

wallstreetcn10:30

Mark Zuckerberg's Meta Turned Blind-Eye To China-Based Scam Ads To Fuel Billions In Revenue: Report

Benzinga14minutes ago

Memory shortage impacts smartphone industry; research institutions forecast a 2.1% decline in global shipments next year.

①Counterpoint Research forecasts that global smartphone shipments will decline by 2.1% in 2026 due to memory shortages driving up the bill of materials costs; ②Counterpoint analysts anticipate that the average selling price of smartphones will increase by 6.9% next year, surpassing the 3.6% projected in the institution's September 2025 forecast.

cls.cn23minutes ago

Tesla's 'Robotaxi story' enters a critical validation phase with the launch of 'fully driverless testing'.

Morgan Stanley noted that Tesla has initiated fully driverless Robotaxi testing in Austin without safety drivers on board, marking a critical validation phase for commercialization. The fleet size is projected to grow from 200 vehicles in 2025 to one million by 2035, leveraging a cost advantage of $0.59 per mile to lead the industry. Successful operations will accumulate data and regulatory support for the rollout of unsupervised Full Self-Driving (FSD) in personal vehicles, with an estimated FSD penetration rate of 70% by 2035.

wallstreetcn26minutes ago

Nasdaq Proposes '23-Hour' Trading, U.S. Stock Market May Move Towards a Sleepless Era

① Nasdaq has submitted an application to seek regulatory approval for extending its daily trading hours on weekdays to 23 hours; ② This move aims to meet the needs of global investors and enhance the flexibility and liquidity of market access. However, some opinions suggest that extending trading hours may impact trading quality and the accuracy of price discovery.

cls.cn35minutes ago