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News
A September Rate Hike: The Fed's Least Bad Option?
5+ day, 9+ hour ago (478+ words) By Zhao Ying, Wallstreetcn The better-than-expected non-farm payrolls data has pushed the probability of a September rate hike by the Federal Reserve to 60%, putting Fed Governor Walsh in a dilemma between disappointing the market or disappointing Trump. In its latest…...
Analysis of Goldman Sachs Research Report: U.S. Economy Not Overheating Overall; Localized Tightening in AI-Related Sec…
1+ week, 6+ day ago (517+ words) Goldman Sachs measures labor tightness across industries using the "job-worker gap". This metric captures the true tightening or loosening of the labor market more accurately than the unemployment rate. The breadth of wage growth remains in a moderate range. Goldman…...
TechFlow Intel: NVIDIA Records Seventh Consecutive Decline, Longest Losing Streak Since 2022; Xiaomi's New CPU Matches…
2+ week, 6+ day ago (875+ words) A user added ChatGPT, Claude, and Gemini to the same group chat to solve complex problems and found that they could point out each other's hallucinations. This offers a lightweight alternative for "multi-model collaboration," eliminating the need to wait for…...
Morgan Stanley Research Report Interpretation: AI ROIC Debate Remains Core Focus, Internet Valuation at Historical Lows…
3+ week, 5+ day ago (1020+ words) The Internet sector fell 1% overall last week, with Amazon and Google down 4% and 2% respectively, leading the broader market decline. In its Internet industry weekly report released on August 18, Morgan Stanley pointed out that the AI ROIC debate remains the core…...