Follow Retail Investors! Goldman Sachs: Local Retail Investors Underpin Current Asian Equity RallyAs Alphabet Makes Agentic AI Push, Is the Stock a Buy?The IPO boom of U.S. banks continues as regional bank First Carolina rushes to the New York Stock ExchangeSamsung Internal Rifts Deepen as Non-Chip Union Files for Injunction to Block VoteEarnings Preview | The Shadow of "AI Disruption" Lingers! After a Halving of Stock Price, Salesforce Faces a Major Earnings TestReportedly, Samsung's non-chip division union seeks injunction to block vote on wage agreementJD.com Eyes Veteran UK Online Retailer The Very Group in Renewed Expansion PushNomura: The outlook for NetEase's gaming business appears robustAzure Roars, Copilot Accelerates: Market Concerns Over Microsoft's AI Spending Should Be Put to Rest"The Anchor of Global Asset Pricing" is no longer asleep! The Federal Reserve's "Warsh Era" begins, reshaping the yield curve and the narrative of the "AI Bull Market."This week's outlook: The US-Iran agreement faces new uncertainties, and April's core PCE may see the largest increase in over two years. Can US stocks overcome the dual challenges of "inflation + geopolitics" after eight consecutive gains?Core member of Trump's economic "think tank," Hassett: Oil prices will drop significantly after the peace agreement is reached, and the Federal Reserve's interest rate cut window will reopenTrading Reminder: U.S. stock markets will be closed on Monday in observance of Memorial DaySG Morning Brief | S&P Posts Eight-Week Win Streak, Dow Hits Record; US Markets Closed TodayTrump Says US-Iran Deal Largely Agreed, Oil Prices Tumble as US Stock Futures and Gold RallyCITIC Construction Investment: NVIDIA FY27Q1 performance exceeds market expectations, optimistic about the AI industry chain and computing network constructionBreakfast | May 25, 2026Reminder: Key intraday events to monitor (all times in Beijing Time)ZhaoYin International: NVIDIA is transforming into a full-stack AI factory platform, with beneficiaries of global AI capital expenditure expansion including InnoluxJPMorgan CEO Dimon Acknowledges: AI Will Ultimately Reduce Banking JobsDingDong Awaits Integration into Meituan as Front Warehouses Continue to Drive GrowthGoogle appeals the search monopoly ruling, claiming to have "won fairly"Is a "systemic change" coming to the Federal Reserve? Waller may reshape the $6.8 trillion balance sheet, and the market worries about the end of the "Federal Reserve put option" eraQualcomm Surges 12% to All-Time High as AI Terminal Device Wave Reshapes ValuationFed: No Compliance Deficiencies Found in Wall Street Banks' Living WillsSA Analyst Rating Adjustments: NVIDIA and Meta Rated Bullish, GoodRx DowngradedIt is reported that Apple, Sony, and Netflix are the most likely buyers of IMAX, analysts say that PE can avoid platform conflictsBessent Addresses Possibility of Rate Cuts by Warsh, Says: He Will Do the Right ThingContrarian Sell Signal Triggered! Bank of America: US Stocks Exhibit Typical Signs of Peaking EuphoriaTraders fully price in expectations of a 25 basis point Fed rate hike this year as U.S. Treasuries and gold extend lossesGoogle and Blackstone join forces to create a new AI cloud powerhouse, investing $25 billion in the TPU ecosystemFed Governor Waller Turns Hawkish! Says Odds of Future Rate Hikes and Cuts Are Now "50-50"NVIDIA collaborates with Microsoft and Kawasaki Heavy Industries to jointly promote the implementation of physical AITesla recalls 14,575 Model Y vehicles in the U.S.: due to missing weight certification labelsApple appeals to the Supreme Court in the Epic Games case, with App Store payment rules still unresolvedDr. Lisa Su: CPU demand far exceeds expectations, AMD accelerates chip production capacity in TaiwanNVIDIA and AMD have consecutively made purchases, and investment banks have raised their target prices! AI chips + optical interconnect leader Mellanox Technologies' financial report may trigger another round of AI frenzyAnother "Tesla-style" frenzy! SpaceX hasn't gone public yet, but space stocks have already collectively "lifted off."Meta lays off 8,000 employees, shifting human resources towards artificial intelligenceGoogle's AI search redesign triggers user migrationNVIDIA focuses on CPU and capital returnsWedbush 调整 AI 30 名单：SK 海力士与 Datadog(DDOG.US) 入选 阿里巴巴 (BABA.US) 与 Shopify(SHOP.US) 出局Year-End Bonuses 100 Times Higher! Samsung AI Chip Workers Reap $400,000 Extra Bonus, Sparking Internal DissatisfactionGeopolitical reshaping and demographic changes are forcing a market reshuffle. In addition to U.S. stocks and AI, Deutsche Bank is also optimistic about the defense and military sectorJerome Powell officially takes charge of the Federal Reserve today: A series of challenges await this new leader amid intertwined internal and external troubles"Fed Whisperer": Trump Picked Warsh Aiming for Interest Rate Cuts, but Markets Have Already Started Betting on a Rate HikeThe surge of intelligent agents ignites CPU + GPU as AMD partners with TSMC to accelerate production! Striving to become the "computing foundation" of the AI eraBank of Japan Governor: Sanae Takaichi Hopes Central Bank Implements "Appropriate Policy"