GS Boosts Global WFE Spend View; Memory & Advanced Foundry Lead The Cycle

Analyst Calls·2026/08/24
GS Boosts Global WFE Spend View; Memory & Advanced Foundry Lead The Cycle

$95 Billion Is The Easy Part: Nvidia's Next Chapter Hinges On Rubin, Power, And Its Balance Sheet

Bellwether Stocks Movement·2026/08/24
$95 Billion Is The Easy Part: Nvidia's Next Chapter Hinges On Rubin, Power, And Its Balance Sheet

Goldman Sachs Flags Shift From AI Momentum to European and Japanese Banks, Hard Assets

Deep News·2026/08/24
Goldman Sachs Flags Shift From AI Momentum to European and Japanese Banks, Hard Assets

Alibaba Is Betting Big On AI… So Why Is Wall Street Worried?

Bellwether Stocks Movement·2026/08/24
Alibaba Is Betting Big On AI… So Why Is Wall Street Worried?

24H | Chip, Storage Shares Fall. SanDisk, Marvell, SOXL Down Around 3%; Micron, CBRS, Credo, SK Hynix, Seagate Tech, Western Digital Down Around 2%

Tiger Newspress·2026/08/24
24H | Chip, Storage Shares Fall. SanDisk, Marvell, SOXL Down Around 3%; Micron, CBRS, Credo, SK Hynix, Seagate Tech, Western Digital Down Around 2%

Jackson Hole Debut: Markets on Edge as Fed Chair Prepares to Speak

Trading Random·2026/08/24
Jackson Hole Debut: Markets on Edge as Fed Chair Prepares to Speak

Tim Cook Is Leaving Apple. And That’s Where Things Get Interesting…

Bellwether Stocks Movement·2026/08/24
Tim Cook Is Leaving Apple. And That’s Where Things Get Interesting…

Bessent's Expanded Buybacks Fall Short; Whether Warsh Can Anchor Inflation Expectations Is The Key

Macro World​·2026/08/24
Bessent's Expanded Buybacks Fall Short; Whether Warsh Can Anchor Inflation Expectations Is The Key

Hedge Funds Expand Bearish Dollar Positions as Treasury Secretary's Strategy Awaited

Trading Random·2026/08/24
Hedge Funds Expand Bearish Dollar Positions as Treasury Secretary's Strategy Awaited

The 5% Line In The Sand: Hartnett Warns Bessent's "Quasi-QE" Could Trigger A Short-Everything Trade

Analyst Calls·2026/08/24
The 5% Line In The Sand: Hartnett Warns Bessent's "Quasi-QE" Could Trigger A Short-Everything Trade

Hedge Funds Post Largest Weekly Net Selling Of US Equities Since "Tariff Day"; Net Leverage Falls To One-Year Low Of 48.3%

Macro World​·2026/08/24
Hedge Funds Post Largest Weekly Net Selling Of US Equities Since "Tariff Day"; Net Leverage Falls To One-Year Low Of 48.3%

HK Movers | New Consumption Shares Jump. Mixue Group, Laopu Gold up Around 5%; Pop Mart, Mao Geping up over 3%

Tiger Newspress·2026/08/24
HK Movers | New Consumption Shares Jump. Mixue Group, Laopu Gold up Around 5%; Pop Mart, Mao Geping up over 3%

HK Movers | Nonferrous Metal Shares Jump. Zhaojin Mining, Tongguan Gold up over 7%; Lingbao Gold up over 5%; CMOC up over 4%; SD Gold, Zijin Gold Intl up Around 3%

Tiger Newspress·2026/08/24
HK Movers | Nonferrous Metal Shares Jump. Zhaojin Mining, Tongguan Gold up over 7%; Lingbao Gold up over 5%; CMOC up over 4%; SD Gold, Zijin Gold Intl up Around 3%

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