On the eve of the CPI announcement, Goldman Sachs said: the S&P 500 has reached its peak this year unless interest rate cuts exceed expectations
David Kostin, chief US stock strategist at Goldman Sachs Group, said it is unlikely that the S&P 500 will continue to rise between now and the end of this year.
Citi becomes a “technology stock hunter”: Microsoft (MSFT.US) and Nvidia (NVDA.US) significantly increased their holdings in AMD (AMD.US) in Q1
According to the US Securities and Exchange Commission (SEC) disclosure, Wall Street CITIGROUP INC (CITIGROUP INC) submitted a US stock position report (13F) for the first quarter ended March 31, 2024.
Follow Powell! Federal Reserve officials “fly the hawk”: interest rates may remain high for some time
① Kansas City Federal Reserve Bank Governor Jeffrey Schmid hinted that he supports keeping policy interest rates unchanged for a period of time; ② He said that increased US government borrowing and other long-term factors mean that interest rates may remain high for a period of time; ③ Powell also said on Tuesday that the Federal Reserve needs to be patient and wait for more evidence that “high interest rates can curb inflation.”
OpenAI's chief scientist leaves his job and was speculated to have discovered a breakthrough in “superintelligence”
Ilya, a key figure in OpenAI who has disappeared for too long, chose to leave his job and participated in the eviction of CEO Altman.
US April CPI hits tonight! It may become a global market inventory
Currently, the market generally expects the US CPI to ease somewhat in April. Some analysts warn investors that they should prepare for a possible breakdown in the calm in US stocks. Many investors believe that if inflation slows down, US bonds will have more room to rise than US stocks. Although US stocks are close to historical records, the 10-year US Treasury yield is still far above 4% at the beginning of the year. Furthermore, in terms of European stocks, a slowdown in US inflation will facilitate the continued rebound of European bond yield-sensitive stocks.
Google Is 6 Months Behind ChatGPT-Parent OpenAI In Artificial Intelligence But 'About 5 Years Ahead Of Everyone Else,' Says Gene Munster
Google's parent company, Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG), is making significant strides in artificial intelligence, according to a top analyst.What Happened: Gene Munster, a tech analyst at
Has the “turning point” of the financial market arrived? Equity and debt convergence sends the same signal: US inflation cools and interest rate cuts are expected to return
The Zhitong Finance App learned that the US CPI inflation data focused on global investors will be released on Wednesday evening Beijing time, and US Treasury bond options traders are preparing for a rise in US bond prices and a sharp drop in US bond yields after the release of key inflation data. This also means that the vast majority of traders are betting that the April US inflation data will cool down significantly, and even that inflation may fall far below market expectations. Foreign exchange traders are also betting that US inflation will ease, so before the CPI is announced, they are betting that the US dollar index will fall. Foreign exchange traders may once again pay attention to the prospects of monetary easing this year and the dollar
Has the US stock rally come to an end? Goldman Sachs: It is unlikely that the S&P 500 will continue to rise during the year
① Goldman Sachs's chief US stock strategist said that it is unlikely that the S&P 500 will continue to rise from now until the end of this year; ② Costin reiterated his target value of 5,200 points for the S&P 500 index by the end of this year; ③ Goldman Sachs also doesn't think officials will cut interest rates more aggressively than the market currently expects.
Express News | TD Securities Previews US CPI: Core CPI Expected to Slow Slightly
Was Google's “AI Family Bucket” brutally sniped by OpenAI? CEO publicly fights back: will fix their misuse of YouTube videos
① Google announced a new series of “Google AI Family Buckets” at its developer conference, but it appears to have been accurately sniped by OpenAI; ② After the Google I/O developer conference ended, Alphabet CEO Sundar Pichai (Sundar Pichai) also publicly fought back against OpenAI during an interview.
Musk's xAI is close to reaching a $10 billion agreement to lease Oracle's AI servers
This will be the latest “group heating” collaboration between Musk and “close friend” and Oracle co-founder Ellison in the field of AI. Some speculate that the size of the $10 billion cloud agreement means that xAI will need to raise more capital in the future to pay for cloud costs. Oracle's stock price skyrocketed by more than 5%, the biggest intraday increase in two months.
Express News | Federal Reserve Schmid: Interest rates may stay high for some time
Qiaoshui's Q1 favors technology stocks! Newly opened warehouses with Amazon and AMD, Pinduoduo and P&G have continuously reduced their holdings
Amazon was Qiaoshui's largest newly opened stock in the first quarter. After almost clearing its inventory last year, Apple's holdings were greatly increased again, and Pinduoduo and P&G's holdings were reduced for several consecutive quarters.
Futu Morning Post | NASDAQ hits a new closing high, WSB concept stocks are booming; Powell: The Federal Reserve needs to “wait patiently”
All of the Qiaoshui and Gao Lin position reports were released; Ali fell more than 6%, and adjusted net profit fell 11% year over year; Google launched a new version of the search engine with generative AI functions.
A quick overview of the five major updates! What exactly was announced at the Google I/O Developers Conference?
① Gemini 1.5 Pro will be upgraded, and the window of 1 million Tokens will be further expanded to 2 million later this year; ② Google has launched its own video generation model “Veo”, which can generate high-quality 1080P videos in various styles based on text, images, and video prompts.
Turnover TOP20 | Tesla rose more than 3%, and sales exceeded 15 billion US dollars; Ali's performance fell more than 6% after that
The 3rd place game station closed 60.1% higher, triggering multiple intraday fusing mechanisms, and sold US$10.586 billion; the 8th place AMC cinema closed 31.98% higher, with a transaction of US$5.422 billion.
US stocks closed | The three major indices rose, and the NASDAQ hit a new closing high! Game Station soared by more than 60%, and Tencent's ADR rose nearly 5%
Most star technology stocks rose, with Tesla rising more than 3%; popular Chinese securities had mixed ups and downs. Tencent's ADR closed up nearly 5%, and Alibaba dropped more than 6% after its results.
The AI search engine is here! Google expands moves and releases the strongest AI model. The voice function is just as good as OpenAI
Gemini 1.5 Pro contextual window with 2 million tokens, is known as the longest window in the world; Gemini has added a live voice chat function to compete with OpenAI's new model GPT-4O; Gemini will be customizable according to user needs; Google's multi-modal AI project Project Astra can answer questions about objects captured by mobile cameras, and Gemini on the Android side adds multi-modal functions.
Express News | The probability that the Federal Reserve will keep interest rates unchanged in June is 96.7%
Express News | Federal Reserve Meester: It is appropriate for the Fed to keep interest rates stable