HK, US stocks top stories
Breakfast | Mixed U.S. macro data, three major indices show mixed performanceQCOM: Memory Crunch Deepens; Smartphone Stocks at Risk?Google conference call: $185 billion in spending "must be spent," confirms collaboration with Apple, Gemini is not the "terminator" of SaaSTrump: If Walsh dares to raise interest rates, he won't be nominated; he knows I want to lower interest ratesBitcoin once fell below $72,000, and the market is facing a "crisis of faith."CITIC Securities Co., Ltd.: The current environment of the U.S. financial market does not meet the conditions for taperingGoogle's AI monetization slows down, concerns over "burning money": Gemini drives Q4 cloud revenue exceeding expectations, this year's capital expenditure guidance doubles to $180 billionThe largest decline since April last year, the Nasdaq experiences "two consecutive drops": software "on fire," chips "suffering," technology "plummeting"Trump says there is not much suspense about interest rate cuts and believes Waller understands the president's desire for lower ratesQualcomm's revenue hits a record high, but the earnings outlook is lukewarm, indicating unstable demand for mobile chips, with after-hours stock price dropping nearly 10% | Earnings Report InsightsTrump stated that he will not intervene in the bidding war between Netflix and Paramount for Warner BrosBaidu approved a stock repurchase plan of up to $5 billion, expecting to announce the distribution of dividends in 2026