HK, US stocks top stories
The fate of Trump's tariffs will be revealed next week? The U.S. Supreme Court has set February 20 as the date for the ruling announcementHow to understand the global market at the beginning of the year? "Affordability" is the overarching narrative for 2026: "Main Street" needs to win once, the AI narrative is undergoing a major change, and the yen is the "key."After the stock market, it's the bond market's turn: UBS states that the AI "kill list" has been updated, with $120 billion in corporate loans facing default riskThis week, the wolf of "AI disrupts everything" has finally arrivedAnthropic's leader in a major interview: AI is at the tail end of exponential growth, and in 2026, we will welcome the "genius nation in data centers," with revenue skyrocketing at a speed of 10 timesThe father of OpenClaw reveals shocking news: Meta and OpenAI are desperately trying to poach talent, with Zuckerberg personally seeking an acquisition"We are witnessing a wave of AI creative destruction sweeping across various industries globally"! Goldman Sachs partner: Essentially, this is a "moat check."New "Subprime Crisis"? The "Software Industry Loan Exposure" of US PE is Larger than ReportedEnergy, essential consumer goods, and U.S. Treasuries lead the way in 2026! Wall Street's "AI trading" has been "disrupted" by AI"Deposit migration" accelerates - The difference between the growth rate of household deposits and M2 growth rate turns negative for the first time in 7 and a half yearsAfter Microsoft, Amazon becomes the second of the "Seven Giants" to fall into a bear market, the next one may be this companyAmid the severe decline in the cryptocurrency market, Coinbase's revenue in the fourth quarter fell by 20%, with a net loss exceeding $600 million | Financial Report InsightsFormer JP Morgan Chief Strategist: If a giant announces "a pause in capital expenditures"