The headline saw a jump for Chinese mainland & Hong Kong shares, of course, and the yuan:
AUD/USD has also popped, leading NZD, EUR, GBP higher also:
The headline saw a jump for Chinese mainland & Hong Kong shares, of course, and the yuan:
AUD/USD has also popped, leading NZD, EUR, GBP higher also:
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NVDA's 65% revenue growth & 37 P/E offer AI resilience despite energy costs. META's 22% ad revenue & 27 P/E also show strength.
Swarmer's IPO soars 1000% on AI drone tech & defense spending surge. High risk, low revenue.
Silver plunges 20% to $72, testing $70 support. Fed's hawkish stance fuels downside risk, with targets from $55 to $175+
Freight tender rejections surge past 13%, nearing COVID highs. Industrial demand, not housing, drives flatbed rates.
AI chip smuggling probe rocks Super Micro; $2.5B in Nvidia GPUs diverted to China. Risk looms.
CDL rule change sparks rate hikes amid driver shortage. Carriers face legal/insurance risks if vetting fails. Expect higher freight costs.
Costco's 50x P/E is steep, AT&T's 9x P/E is cheap. Both offer defensive plays.
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