This Market Rally Could Carry Stocks to All-time Highs
By Lawrence G. McMillan Buy signals are appearing, but an oversold bounce can't be ruled out The stock market, as measured by the S&P 500 index, has had a strong week, bolstered by some dovish (or a
Apple, OpenAI Said to Be Finalizing Talks to Bring ChatGPT to iPhone
Google I/O Developer Conference Preview: Attacked by OpenAI and Microsoft, the war is about to begin
① Through rapid iteration of the Gemini model, Google's status in the AI field this year is much better than last year; ② After improving basic capabilities, Google needs to launch a large number of products that can make consumers “perceive AI”; ③ Since the Google press conference is sandwiched between the OpenAI, Microsoft, and Apple press conferences, it is inevitable that they will be compared with each other.
Wall Street's “Most Promising Prophet” Suggestion: Buy Stocks Before Next Week's CPI Report Is Released!
① Tom Lee suggests that investors should buy stocks before the April CPI report is released next week; ② he said that as inflation cools down, this situation seems to be conducive to rising stock prices; ③ Lee said that if the CPI report is in line with or better than expectations, it will increase the possibility of interest rate cuts 2-3 times this year.
The grand event is hard to replicate! In the first week of the launch of this ChatGPT “rival” on the Apple Store, the market response was lackluster
① At the beginning of this month, Anthropic, OpenAI's biggest rival, launched its first mobile app on the Apple App Store; ② However, within the first week of launch, the total number of downloads worldwide was only 157,000. In contrast, ChatGPT reached 480,000 installations within the first five days of its US launch (although limited to iOS).
Everyone wants to know how Apple is “AI”? Here's the answer: Siri!
Apple doesn't plan to directly launch a new chatbot to compete with ChatGPT, Claude, etc., but instead focuses on making Siri better handle user requests, including setting timers, creating calendar events, and adding items to grocery lists. The new Siri may also be able to summarize SMS content, create GIF images, etc. with one click.
The Dow rose “eight times in a row”, European stocks and British stocks reached record highs, and Hong Kong stocks rose more than S&P this year — a counterattack on global “value”!
From a valuation perspective, according to the industry-adjusted price-earnings ratio, the valuation of European stocks is cheaper, 18% lower than that of US stocks. The UK FTSE 100 currently has an average price-earnings ratio of 11 times, which is lower than the long-term average of 12.8 times.
“Hawk wind gusts” within the FED! Another official suppresses expectations of interest rate cuts: it's too early to think about it now!
① US Dallas Federal Reserve Chairman Logan said that it is still too early to consider investment in interest rate cuts; ② Federal Reserve officials have kept interest rates unchanged in the 5.25% to 5.5% range since the interest rate meeting in July last year; ③ Federal Reserve Governor Bowman doesn't even expect interest rate cuts this year.
Aren't huge subsidies enough? McKinsey warns: US chip ambitions are still facing this huge challenge!
① Although the US “Chip Act” provides huge subsidies to many chip giants, the US is still facing another major problem for America's chip ambitions: lack of people; ② McKinsey warned that it may be difficult for the US to meet the gap for the next few years, and at the same time, many existing employees within the industry may also be lost.
OpenAI's Sam Altman Shoots Down Search Engine And GPT-5 Rumors, Teases May 13 Event: 'Some New Stuff...People Will Love'
Sam Altman, the CEO of OpenAI, shot down rumors that the AI startup is developing a search engine or launching GPT-5. Instead, he confirmed that a May 13 event is scheduled to talk about "some new stu
Apple “holds hands” with OpenAI and is supposedly about to become one! The next iOS system is expected to introduce ChatGPT
In the Apple earnings call last week, Cook emphasized that Apple will have an advantage in the field of artificial intelligence.
Unexpected! OpenAI: GPT-5 will not be released next Monday, nor will AI search engines be released
Source: Wall Street News Author: Ho Ho Sam Altman's announcement once again surprised the market. It was reported yesterday that OpenAI plans to announce its AI-based search product next Monday, May 13. The earliest news broke was that OpenAI announced this Thursday. A few days ago, it was reported that this time was postponed. Looking at it now, this is yet another delay. On May 14, Google will hold the annual “Google I/O” conference, and in the end, OpenAI did not “rush” Google. On Friday local time, OpenAI announced that it will be next Monday, May 13 at 10 Pacific Time
Jinglin's Q1 US stock holdings revealed: Meta rose to the largest stock, opened positions with Ali and JD, and reduced its holdings in Pinduoduo
According to the documents, Jinglin Asset's Q1 US stock holdings reached US$3.23 billion, a slight increase from the previous quarter, and the concentration of the top ten holdings remained at 83.13%.
Bloomberg Reported Apple Closes In On Deal With OpenAI To Put ChatGPT On iPhone
Bloomberg Reported Apple Closes In On Deal With OpenAI To Put ChatGPT On iPhone
S&P 500's Third Straight Weekly Gain Brings Record Closing High Back Into Sight
Top 20 turnover | Nvidia reaches over US$30 billion; Novavax Pharmaceuticals surges by nearly 99%
The second-place Tesla closed down 2.04% with a transaction of US$12.277 billion; the third-place Apple closed down 0.69% with a transaction of US$9.291 billion.
The most “eagle” statement! Federal Reserve Governor Bowman: There will be no interest rate cuts this year
After the Federal Reserve's period of silence ended, many officials delivered speeches this week, but so far, only Bowman has directly ruled out the possibility of cutting interest rates this year.
US stocks closed | The Federal Reserve hawked to suppress US stocks, the NASDAQ fell, the Dow still rose eight times in a row, and the Krypton debut soared more than 34%
S&P has declined in the short term several times. The Dow rose more than 2% this week, the biggest weekly gain in nearly five months. Tesla closed down 2% and fell four times in a row. Nvidia rebounded more than 1% after three consecutive declines, and TSMC's US stock, which saw a sharp increase in sales in April, rose 4.5%.
SPDR S&P 500 ETF Options Spot-On: On May 10th, 7.36 Million Contracts Were Traded, With 20.77 Million Open Interest
On May 10th ET, $SPDR S&P 500 ETF(SPY.US)$ had active options trading, with a total trading volume of 7.36 million options for the day, of which put options accounted for 53.41% of the total transacti
OpenAI officially announced that a product update will be released next Monday, but GPT-5 and search engines will not be involved
① OpenAI said it will announce product updates in the form of a live broadcast next Monday, but it will not release GPT-5 or search engine products; ② Previously, there were media reports that OpenAI plans to release an AI-driven search engine product next Monday to compete with search engine hegemon Google and AI search startup Perplexity.