Anxiety fades, optimism reignites: Five reasons investors are bullish on U.S. stocks again

Sentiment on Wall Street is shifting from anxiety to hope. After a pullback driven by concerns over an AI bubble, U.S. equities have rebounded to near record highs. Beyond the continued enthusiasm for AI, a series of key factors are providing momentum for the rally.

Golden10 Data55minutes ago

Trump's post hints Supreme Court may reject 'reciprocal tariffs'? U.S. companies are already 'scrambling' to claim 'tax rebates'.

As a key ruling by the U.S. Supreme Court approaches, Washington and the American business community are engaged in a complex game of strategy. The Trump administration appears to be quietly preparing a 'Plan B' to maintain its signature tariff policy, while businesses have rushed to take legal action to secure a share of potential refunds that could exceed $100 billion.

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Bank of America: The Fed Faces Its Biggest Internal Division in Recent Years! Will Powell Turn Less 'Hawkish' This Time?

Although Wall Street expects the Federal Reserve to implement a 'hawkish rate cut' this week, Bank of America noted that it would be very challenging for Powell to send a convincingly hawkish signal.

Golden10 Data12:49

Where are the market divergences? Morgan Stanley responds to client queries regarding its '2026 Outlook'

Morgan Stanley reiterated that AI financing demand remains robust, and the investment it drives will spur credit market expansion, with total issuance of investment-grade bonds expected to surge to USD 2.25 trillion. However, credit spreads are projected to widen only modestly. Meanwhile, Morgan Stanley maintains its view that the Federal Reserve will cut interest rates three more times in this cycle, while the European Central Bank is expected to implement two additional rate cuts by 2026.

wallstreetcn12:35

UAE 'Stargate': Planned 60 Trillion Token Factory to Provide 'Intellectual Crude Oil' for Global AI

① The UAE has proposed establishing a factory with the capacity to produce 60 trillion AI tokens through the "Stargate" data center; ② This factory is essentially a new type of data center designed to transform raw data from AI's "language" into productivity-enhancing AI "intelligence"; ③ The "Stargate" data center will commence operations in 2026 with a capacity of 200 megawatts and will be part of Abu Dhabi’s 5-gigawatt mega-campus plan.

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Today, the US Supreme Court heard arguments in the 'Cook Case,' a ruling that will impact Trump's control over the Federal Reserve.

The U.S. Supreme Court today heard arguments in the case of Trump's removal of Federal Trade Commission officials, which will test whether the 'special protection clause' established by the Supreme Court for the Federal Reserve in May last year remains valid. This clause aims to prevent the president from arbitrarily dismissing Federal Reserve officials. For the Federal Reserve, this case concerns the core pillar of economic management—its independence.

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