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Don't just focus on NVIDIA and Oracle CDS, the "hot PE" Blue Owl in the U.S. has exploded, impacting the trillion-dollar private equity market

Don't just focus on NVIDIA and Oracle CDS, the "hot PE" Blue Owl in the U.S. has exploded, impacting the trillion-dollar private equity market

Wallstreetcn·
US
NVDA
-3.15%
US
ORCL
-6.58%
Wallstreetcn·
US
NVDA
-3.15%
US
ORCL
-6.58%

GLOBAL MARKETS-Stocks crumble as US jobs fail to clear Fed outlook, tech hammered

Asian shares fell as U.S. jobs data failed to clarify interest rate paths, leading to a global market rout. Despite Nvidia's strong earnings, tech stocks dropped, with Nasdaq experiencing significant swings. U.S. job growth exceeded expectations, but rising unemployment and revised data left Fed rate cut prospects uncertain. Asian markets, including Japan and South Korea, saw significant declines. The dollar rose against commodity currencies, while Japan's yen faced volatility amid potential intervention. Oil and gold prices also fell amid geopolitical tensions.

Reuters·
US
NVDA
-3.15%
Reuters·
US
NVDA
-3.15%

The "culprit" behind the sharp decline in US stocks! NVIDIA plummeted 7% during the day, and the "big short" intensively "fired" after the earnings report

NVIDIA announced strong financial results, but its stock price plummeted 7% during the day, dragging the S&P 500 index down by 3%. Goldman Sachs pointed out that "good news not being rewarded" is a bad signal, while there is a risk of deteriorating market liquidity. The "big short" Burry posted questioning the "ridiculously small" real demand for AI, criticizing the circular financing model and stock dilution issues

Wallstreetcn·
US
NVDA
-3.15%
Wallstreetcn·
US
NVDA
-3.15%

Waymo to Begin Testing Its Robotaxis in Three New Cities

Waymo, owned by Alphabet, will test robotaxis in Minneapolis, Tampa, and New Orleans, aiming for a driverless service by 2026. Safety is a priority before launching. Waymo plans expansion to 15 markets, including Dallas, Houston, Miami, and more. It has completed over 10 million rides since 2020 and is now testing in colder climates. Analysts have a Strong Buy rating on Google stock, with a price target of $312.00 per share.

Tip Ranks·
US
GOOG
-1.03%
US
GOOGL
-1.15%
US
GGLS
+1.09%
Tip Ranks·
US
GOOG
-1.03%
US
GOOGL
-1.15%
US
GGLS
+1.09%

Incredibly powerful! Testing the Nano Banana Pro: I don't even want to call it AI; this is visual-level AGI!

Google has launched the Nano Banana Pro, based on the Gemini 3 Pro Image model, which possesses AGI capabilities in the visual domain. It can transform complex information into visual formats and understand fields such as physics, code, financial reports, and biology. Tests show that its compression algorithms and rendering capabilities are extremely strong, able to turn papers into blackboard notes, code into images, and blogs into magazines, showcasing excellent typography and a hardcore knowledge base

Wallstreetcn·
US
GOOG
-1.03%
US
GOOGL
-1.15%
Wallstreetcn·
US
GOOG
-1.03%
US
GOOGL
-1.15%