SP500andNasdaqCompositecloseatfreshrecordsastraderslookpastIranwarfearsTheSP500
andNasdaqComposite
rosetonewall-timehighsonWednesday,buildingontheweeksstronggainsasinvestorsremainedhopefulabouttheIranwarpotentiallyendingsoon.
Thebroadmarketindexgained0.8%.TheNasdaqComposite
advanced1.59%,whiletheDowJonesIndustrialAverage
shed72points,or0.15%.Ifthegainshold,itwouldmarktheSP50...[
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性能暴增！特斯拉AI5芯片成功流片，马斯克高呼：未来将成为全球产量最高AI芯片之一$特斯拉(TSLA.US)$首席执行官埃隆马斯克宣布，特斯拉AI芯片设计团队已成功完成AI5芯片的流片。这标志着该芯片迈向制造阶段的重要里程碑。马斯克在社交平台上发文称：祝贺特斯拉AI芯片设计团队完成AI5芯片流片!AI6、Dojo3以及其他令人兴奋的芯片也在研发中。马斯克还感谢了合作伙伴$台积[
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Iranwarveryclosetoover,TrumpsaysandthestockmarketisgoingtoboomTheIranwarisveryclosetooverwithauthoritiesinTehraneagertoagreeapeacedeal,U.S.PresidentDonaldTrumpclaimedinaninterviewbroadcastWednesday.
Wevebeatenthemmilitarily,totally,TrumptoldFoxBusinessanchorMariaBartiromoinaprerecordedinterview.Ithinkitsclosetoover,Iviewitasveryclosetoover...IfIpulledupstakesrightnowitwouldtakethem20yearstorebu...[
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ThePowerofBoringInvesting:WhyNadimRizkTradesOnlyOnceaYear?????
HowdoyoubeattheSP500for20yearswithouteverowningtheMagnificentSeven?
NadimRizk,founderofPineStoneAssetManagement,doesitbybeingboring.Inaworldobsessedwithhigh-frequencytradingandchasingthenextsuperstarAIstock,Rizksapproachisrefreshinglyold-school.
Herearethe3corepillarsofhisphilosophythateverylong-terminvestorshouldconsider:
...[
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ChipgiantASMLraises2026guidanceasAIsemiconductordemandstaysstrong
ASMLraiseditssalesforecastfor2026afteritbeatfirst-quarterrevenueandprofitexpectations,drivenbycontinueddemandforchipsrelatedtoAI.
HereshowASMLdidversusLSEGconsensusestimatesforthefirstquarter:
Netsales:8.8billioneuros($10.4billion)versus8.5billioneurosexpected
Netprofit:2.8billioneurosversus2.5billioneurosexpected
AS...[
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中东冲突爆发一个多月，美股却涨回来了。
过去一段时间，华尔街正在选择性地屏蔽噪音。标普500指数自3月27日以来累计上涨近10%，纳斯达克100同期涨幅约12%，连续10个交易日收涨这是该指数自2021年以来最长的连涨纪录。
更关键的是，标普500已在本周一的交易中完全抹去了伊朗战争以来的全部跌幅。
市场已经宣布胜利
高盛交易台DeltaOne部门负责人RichPrivorotky指[
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4月21日，伊朗停火协议到期。同一天上午10点，沃什（KevinWarsh）将坐进参议院银行委员会的听证台。
过去两周，市场一直用伊朗和谈的进展校准油价和股市。WTI最近从约114美元的阶段高点跌到目前约97美元，纳斯达克涨了近两个百分点。同一时间，沃什听证的意义被压缩成一个简单的利率问题：他鹰不鹰，什么时候开始降息。
这是两个不同量级的问题，市场正在认真对待[
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