BofA's Hartnett: Winners of the first half of the 2020s were stocks; the next five years will belong to commoditiesUS Stocks Return to "Pre-War Themes," Goldman Sachs: "Gold Mining Stocks" Notably Lagging BehindNo Agreement Reached Between US and Iran: What Does This Mean for the Market?US-Iran Talks Break Down, Two Supertankers Turn Back in Strait of HormuzAs Markets Focus on US-Iran Talks, an Oil Battle Unfolds: "Crude Oil Deficit Will Be Huge in Coming Weeks""Oil Trading Giant" Vitol Hit Hard in Iran War; Chinese Star Derivatives Trader Suffers Heavy Losses on Big BetsIndustrial Securities released a commentary on the U.S. inflation data for March 2026: The impact of oil prices is beginning to show, pay attention to the developments in U.S.-Iran negotiationsWhen Policymakers Start Panicking, Markets StopCITIC Construction Investment: Has the U.S. tech stock market bottomed out?Top LLMs' "Capability Mutation," Computing Power Demand "Systemically Surpasses Supply" -- Morgan Stanley: "The Level of Market Optimism May Not Be Enough"CITIC Securities: The impact of oil prices has not yet transmitted to the core inflation in the United StatesForeign Capital Outflows from Indian Stock Market Hit Record High Under Dual Pressure of Growth and Oil PricesU.S. Court Rehears Trump Tariffs; 10% Global Levy Faces Legality TestIs US Inflationary Pressure Just Beginning? "Oil Price Shock" is Only Immediate, China's PPI Has Turned PositiveInterview with Ziyuan Kutuo COO: There is no competition in quadruped robots right now"Ceasefire" Sparks Stock Surge, but Wall Street Expectations Have ShiftedAfter "The Big Short" Shorts, Trump Personally "Endorses" PalantirPrivate Credit Crisis Spreads, U.S. Regulators Demand "Exposure Assessments" from Major Financial Institutions like Banks and InsurersOfficial warning signal! In response to the private credit crisis, the Federal Reserve and the U.S. Treasury take actionTesla's supervision of autonomous driving software has been approved in the Netherlands, marking the first case in EuropeGoldman Sachs: U.S. stocks are expected to welcome a massive influx of funds, with $45 billion in quick money buying power ready to goOn the Eve of Weekend US-Iran Negotiations, European Stocks Open Mixed; S&P 500 Records Best Weekly Performance in Nearly a Year, Dollar Strengthens SlightlyThe US-Israel war drives US inflation to record its largest increase in nearly four years, with price pressures likely to persist throughout the yearGoldman Sachs: Three Key Revelations from the Middle East Energy Shock—Structurally Bullish on Solar, Strengthened Coal Demand, and Developing Countries Under PressureTwo-year German bond yields rose more than 8 basis points on Friday, 10-year Italian bond yields rose about 11 basis pointsFined $7 Billion in Two Years! Trump Administration Slams EU: These are "Tariffs" on US Tech GiantsMorgan Stanley: Apple Quietly Hoarding TSMC Capacity, Possibly for Self-Developed AI Server ChipsMorgan Stanley: Addressing Five Core Questions on Asia's AI Semiconductor Supply ChainThe court ruled that Meta must face a lawsuit regarding youth addiction filed in MassachusettsTop Bull Tom Lee: VIX Issues Rare Signal, S&P 500 May Surge to 7400 PointsWG Tech: Did not participate in the development of Apple semiconductor glass substrate samples10-Year Treasury Yield Hits Daily High, Investors Focus on U.S. Short-Term Inflation ExpectationsDialogue with William Li: NIO Fires a Shot at BBA's Profit FortressRKLB: SpaceX's most dangerous rival?The global smartphone shipments declined by 6% due to memory shortages, while Apple topped the list against the trendUS April Michigan Consumer Confidence Hits Historic Low, Short-Term Inflation Expectations SurgeMeta cuts off the "supply line" for new lawsuits by removing ads recruiting users to participate in lawsuitsNVIDIA-supported Lumentum's capacity expansion speed cannot keep up with AI demandIntel and Google collaboration hints at the next real battle in AI, with a focus on infrastructure supporting the next generation of workloadsU.S. Bank Earnings Season Is Here: Geopolitical Conflicts + Private Credit Risks Loom, Can Valuations Recover?European Aviation: Jet Fuel Faces "Systemic" Shortage If Hormuz Not Fully Open Within Three WeeksU.S. bank stocks had their worst quarterly performance in three years. Can they turn things around with next week's earnings reports?US March CPI Rises 3.3% Year-on-Year, Below Expectations; Month-on-Month Up 0.9%, Largest Increase in Nearly Four Years, Gasoline Sees Largest Rise Since 1967