Express News | Multiple overseas tech giants are ramping up their data center operations, with OpenAI raising its cloud spending forecast to $750 billion.

BreakingsJul 22 21:17

U.S. Market Preview | Trump targets 'Haoshan,' missile strike hits Iran's Larak Island; WTI and Brent crude rise nearly 4%, Nasdaq futures fall nearly 1%; strong performer Super Micro Computer surges over 14% in pre-market trading, AT&T rises over 4%; Goo

Rubio: Open to reaching a diplomatic solution with Iran; World Bank Chief Economist Gill: The world is only 'a few months' away from the worst-case scenario.

Futu NewsJul 22 20:14

Trump’s Tariffs in Disguise—What’s Different This Time?

Authors: Song Xuetao, Li Mengying Source: Xuetao Macro Notes The United States is rebuilding country-specific tariffs and expanding sectoral tariffs through Section 301, Section 338, and Section 232 investigations. The Section 122 tariffs, implemented by the Trump administration as a transitional measure, will expire on July 24. However, tariff policy remains a central pillar of Trump’s core economic agenda. Based on the policy actions already taken by the Trump administration, the U.S. is using Section 301, Section 338, and Section 232 investigations to reconstruct country-specific tariffs and broaden sectoral tariffs, respectively. I. How will Trump’s new tariffs be implemented after the expiration of Section 122? Section 301 investigations primarily target trade practices of specific countries

Xue Tao Macro NotesJul 22 17:39

U.S. Secretary of State Rubio: The United States remains willing to engage in negotiations on the Iran issue.

U.S. Secretary of State Marco Rubio said on Wednesday that the United States remains willing to resolve the Iran issue through negotiations, but Tehran has shown a lack of sincerity toward dialogue. Meanwhile, escalating conflicts have disrupted two of the world’s most critical energy transit chokepoints.

Zhitong FinanceJul 22 17:03

Sharp rebound! U.S. 'tech momentum stocks' post the largest single-day gain in history—but has the sell-off ended?

U.S. tech momentum stocks posted their largest single-day gain in history on Tuesday, with Morgan Stanley's TMT Momentum Factor rising more than 12% in a day and Goldman Sachs' High-Beta Momentum Index climbing approximately 8.5%. Goldman Sachs and UBS Group believe the momentum selloff is nearing its end and recommend gradually increasing positions; however, BTIG warns that the rebound has reached a critical resistance zone and market breadth remains weak, advising investors to reduce exposure on rallies. Bond yields rose in tandem, with earnings season emerging as the next key variable.

wallstreetcnJul 22 09:21

Futu Morning Brief | Markets surge violently! Memory chip leaders soar; U.S. to unveil new tariff policy replacing the initial 10% global import tariffs; Zhongji Xuchuang's Hong Kong IPO priced no higher than HK$1,010, expected to be the year's largest IP

Trump: Iran wants talks, but the U.S. 'is not interested' and will 'soon' strike Iran's Fordow nuclear facility; the yen fell below the 163-per-dollar mark, hitting its lowest level since 1986.

Futu NewsJul 22 08:17