Night trading anomaly | Forge Global rises over 53%, Charles Schwab will acquire the companyWithout the high-growth violent aesthetics, is Applovin still appealing?Arista's earnings report exceeded expectations, but the stock price plummeted. The CEO stated that we are in the "golden age of network connectivity under the AI explosion.""American influencer brokerage" Robinhood's profits exceeded expectations, while cryptocurrency revenue fell short of expectations, CFO resigns | Earnings report insightsEven more bustling than the Shuibei gold market, the storage prices in Huaqiangbei, Shenzhen have doubled! Merchants say, "Prices are rising every day, and they may be even more expensive later," but they dare not stock upStrong third-quarter report, secured a $400 million order for built-in "AI search" Perplexity, Snap's stock price surged over 20%US Stock Fund Activity List | Micron rises nearly 9%, DDR5 spot prices soar 25% this weekNVIDIA CEO Jensen Huang: "China will win the artificial intelligence competition"AI chip demand is high, Arm's guidance this season greatly exceeds expectations, rising by 5% in after-hours trading | Earnings Report InsightsNot afraid of Apple's and Samsung's "de-Qualcomm" strategy! The AI replacement trend drives high-end smartphone demand, and Qualcomm delivers better-than-expected resultsQualcomm: Apple, Samsung, and China's Xiaomi currently each account for over 10% of its revenueBreakfast | U.S. economic data beats expectations, U.S. stocks rebound; Milan expects continued interest rate cuts and warns that tariff decisions may weigh on the economyChina and the United States begin to implement the consensus reached in the Kuala Lumpur economic and trade consultationsReminder: Please pay close attention to the following (all in Beijing time)Federal Reserve Governor Michelle Bowman reiterated that current interest rates are too high and that further cuts should be considered in the futureThe Supreme Court questions Trump's global tariff authority, with hundreds of billions in tax refunds hanging by a threadQualcomm's adjusted revenue for the fourth fiscal quarter was $11.27 billion, compared to the expected $10.77 billion.
The expected revenue for the first fiscal quarter is between $11.8 billion and $12.6 billion, with analysts expecting $11.59 billionThe U.S. consumer debt default rate has risen to a five-year high, with the student loan default rate reaching 14.4%, a record high!The Japanese yen fell 0.3%, slipping below 154, significantly declining after the release of the U.S. ISM non-manufacturing dataGoogle reaches a settlement with EpicTesla hires former Lamborghini executive to drive its return to the Indian marketApple plans to spend $1 billion to buy Google AI services, with a 12 trillion parameter model to greatly upgrade SiriGoogle Gemini will help run Apple's Siri features in 2026. Apple has finalized an agreement to pay approximately $1 billion to the other party each yearFederal Reserve Governor Michelle Bowman: The ADP employment report is unexpectedly reassuring, expects to continue cutting interest rates, warns that tariff decisions may weigh on the economyUnity (Minutes): Its unique runtime data possesses monetisation growth value.Meta's massive spending evokes memories of the metaverse debacle that severely impacted its stock priceWill US Treasuries Strengthen by Year-End? Analysis: Unrelated to Rate Cuts, but a "Return of Risk Aversion"The U.S. Treasury maintains its long-term bond issuance unchanged but hints at a possible future increase, with the 10-year U.S. Treasury yield jumpingAMD's performance exceeded expectations but did not meet high hopesU.S. Democratic Senator Warren: Calls for Bowman to stop the international policy of "providing preferential treatment to large European banks"Unity: Patience is key, the metamorphosis is underwayOpening: U.S. stocks opened mixed on Wednesday, with AMD's earnings report putting pressure on the indicesTesla's sales in Germany dropped by more than half in OctoberU.S. Attorney General: Trade Representative Tai will attend the Supreme Court tariff hearingIs the US stock market facing a "gray rhino"? Explosive growth of AI bonds, tech giants are going crazy with leverageGlobal news you need to know before the U.S. stock market opens on WednesdayThe U.S. October ADP employment figures rebounded beyond expectations, becoming a key reference for the market amid the government shutdownThe Trump era sees a rise in "speculation fever," with the stock price of "American influencer brokerage" Robinhood soaring 450% in a yearU.S. stocks "lost camp" consumer stocks face a "big test" of earnings reports as American families are under "immense pressure," which is the root causeBYD's sales in the UK soared in October: new car registrations were nearly seven times that of Tesla, making the UK its largest overseas marketQuick Review of the U.S. October ADP Employment ReportAfter the release of the US ADP data, the US dollar index rose slightly in the short term, while spot gold fell by about 5 dollars in the short termSoochow Securities Co., Ltd. Macro Analyst Zhang Jiawei: Don't rush to short, the US stock market AI trend may be crazier next yearIn October, the ADP employment number in the United States increased by 42,000, expected to increase by 30,000, and the previous value decreased by 32,000