HK, US stocks top stories
Kweichow Moutai: Reforms in Place, King Poised for a Comeback?JPMorgan: Middle East Conflict Unresolved but Negotiation Path Visible; Macro Focus Shifts from Risk Premium to Residual 'Stagflation' RisksThe World's First AI Government: UAE Announces 50% of Government Services to be Operated by AI by 2028No Edge, No Hedge: Why Markets Are StuckCursor 'Sells Out' to SpaceX Amid Crushing Pressure from Claude and Compute Costs谷歌豪掷 400 亿锁定 Anthropic：AI 两强格局成型，御三家时代终结DOJ Drops Case, Warsh Enters the Scene, FOMC Next Week: Countdown to Fed Chair Change as Era of "No Forward Guidance" ApproachesNew Round of Iran Negotiations, But the Stock Market Is Indifferent, Focusing Entirely on AI Bottlenecks Like CPUs and Optical CommunicationsHistoric Outflows from US Oil and Semiconductor ETFs as Investors Choose to Take Profits After Massive GainsBillions in Loans from Giants Like Blackstone and Apollo Involved: Two Defaults Exacerbate U.S. Private Credit DilemmaFor the First Time Since Last October, NVIDIA Surges to New Highs!Midday: The Nasdaq and S&P 500 Index hit intraday highsChip stocks soared collectively, with NVIDIA's market capitalization closing above $5 trillion for the first time, and Intel surged over 23%, marking its best single-day performance since 1987Philadelphia Semiconductor Index Surges Again, Records 18 Consecutive Days of Gains. A Single Article to See How Overbought It IsFamous investor Michael Burry buys put options on semiconductor ETFOvernight news on April 25: NVIDIA's market value once again surpasses $5 trillion; Iran has not yet decided whether to negotiate with the U.S.; the U.S. Department of Justice drops the investigation into PowellReport: Apple Plans Significant Chip and Memory Upgrades for iPhone 18 SeriesJane Street's 2025 Trading Revenue Hits $39.6 Billion, Surpassing All Wall Street Banks