Concerns over the AI bubble continue to escalate, leading to a sell-off of bonds from U.S. tech giants, with Oracle being the hardest hitUnderstanding the Market | XPENG-W's increase expands over 18%, stock price hits a three-year high, institutions say the prototype of AI embodied intelligence giants is beginning to emergeThe soaring valuations of technology stocks have driven a significant increase in SoftBank's profits, and the company has sold its holdings in NVIDIA in OctoberAs the restructuring deadline approaches, Under Armour is still "searching for the bottom"He Xiaopeng's five pushes for range extension have finally landedSoftBank Group announced that it sold all its shares in NVIDIA for $5.83 billion in OctoberElon Musk says Tesla and xAI are "moving towards integration"Morgan Stanley: The end of QT by the Federal Reserve does not equal the restart of QE, and future balance sheet expansion is not easing; the Treasury's bond issuance strategy is the key!Zhao Yin International: CXO companies' performance may recover in the second half of the year, optimistic about SINO BIOPHARM and WUXI XDC, etcThe AI frenzy "sucks" global capital, has AI caused the dollar to "bottom out"?Hong Kong Stock Mid-Review | Hang Seng Index fell 0.20% in the morning session, XPeng surged over 15% against the trendBefore NVIDIA's earnings report, Citigroup shouted: Buy! AI demand far exceeds supply, the bubble theory does not hold waterOver $5 trillion! JPMorgan Chase: Global AI infrastructure is "unprecedented in scale" and will impact all capital marketsMorgan Stanley: The market underestimates the significance of xAI for Tesla, FSD 14.3 may become the "steam engine moment" for autonomous drivingTop fund Coatue's latest thoughts: How AI is changing investment?Plaxis: It is expected that the inflation pressure in the United States caused by tariffs will ease next year, focusing on international value stocks and small-cap stocksThis may be the conversation that best reflects OpenAI's "true intentions"! Altman: Give us a few months, we're not that crazy, we have plansApple plans to add new features such as maps to the iPhone satellite service"The Big Short" switches to "battle mode"! Burry: Tech giants "underestimating depreciation leads to inflated profits," Oracle's profits inflated by 26.9% in 2028, Meta inflated by 20.8%Famous quantitative investor on Wall Street: U.S. stock valuations are high but have not yet formed a bubbleCoreweave conference call: This year's capital expenditure guidance is lowered by 40%, mainly due to delivery delays and the continued strength of older generation GPU pricesUnderstanding the Market | XPENG-W opened over 9% higher, recently released multiple achievements in physical AI, and received positive endorsements from several major banksMarket "Big Event": Trump clearly states the specific amount of "tariff refunds" for the first time, $2,000 per person reappears as "pandemic checks"?The NASDAQ index recorded its largest daily gain since May, but the "reopening" of the U.S. government has both advantages and disadvantagesMorgan Stanley: Not just U.S. stocks, the $5 trillion AI data center boom will also sweep the U.S. bond marketThe latest long article by AI guru Fei-Fei Li: Spatial intelligence is the next frontier of AI "LLMs are too limited and lack a foundation in reality"How important is NVIDIA to the US stock market?Galaxy Securities: Strong downstream demand, profits of lithium industry companies are expected to continue improving in the fourth quarterAI Bull Market vs Internet Bubble, more like 1997?Even if the U.S. government "reopens" this week, will the Federal Reserve not have access to "key data" before the December decision?CoreWeave's third-quarter revenue of $1.36 billion exceeded expectations, but slow construction led to a downward revision of the full-year revenue guidance, causing the stock price to plummet 6% in after-hours tradingU.S. stock quarterly earnings growth is "blossoming everywhere," Deutsche Bank is optimistic about the S&P 500 reaching 7,000 points by the end of the yearFederal Reserve's Musalem: The U.S. economy will rebound strongly in early next year, with limited further room for interest rate cutsThe U.S. government shutdown is expected to end, tech stocks lead a major rebound in the Nasdaq, Nvidia rises nearly 6%, and gold and silver surgeTianfeng Securities: Google officially released the seventh generation TPU, optimistic about the growth potential of the AI trackThe end of the U.S. government shutdown hides risks: Data "dam" may trigger a currency market explosion, traders urgently hedge against dollar volatility risksThe silver rush subsides, London inventories see the largest increase in at least nine years, and spot premiums contractOvernight news on November 11: U.S. stocks closed higher, XPeng surged, Apple will delay the next generation iPhone Air, Pfizer wins the Metsera bidding warCredit market pressure intensifies! A loan from BlackRock went from par value to zero in just a few weeksWill three Treasury auctions become a barometer for the U.S. stock market? The first auction has already shown positive signalsNovember 11th foreign headlines: Buffett accelerates wealth donation efforts, Tesla's October sales decline sharply, American Airlines cancels over 1,600 flightsTop 20 U.S. stock trading volumes on November 11: Sandisk surged 11.9%, reaching a historic high, with an increase of over 400% this yearWells Fargo: Tesla's October sales have significantly declined across various regionsCoreWeave's third-quarter revenue was $1.36 billion, while analysts expected $1.29 billion.
The net loss for the third quarter was $110.1 million, compared to an expected loss of $299.6 millionReport: Sales fell short of expectations, Apple delays the release of the next generation iPhone AirIn the third quarter, Jinglin Asset increased its holdings in Alibaba and PDD, significantly building positions in WeRideFederal Reserve Governor Michelle Bowman: A government shutdown will not affect my view of the U.S. economy, and a 50 basis point rate cut should occur in DecemberBerkshire Hathaway: Buffett will no longer write the annual report. Buffett converted 1,800 Class A shares into 2.7 million Class B shares for donation