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Breaking Macro Events: Market Impact & Analysis2026年2月26日

Tonight's Highlights | US Futures Edge Higher as NVIDIA Gains Premarket

On Thursday, US stock index futures rose slightly as investors digested the latest earnings from AI chip leader NVIDIA. Major European indices were mostly trading in positive territory. In the previous session, the three major US indices closed higher, with th...

How Are Asian Markets Performing Today?2026年2月26日

APAC Market Wrap - Feb 26

China Equities: The Shanghai Composite edged down 0.01%, the Shenzhen Component rose 0.19%, and the ChiNext Index declined 0.29%. Sector-wise, computing hardware led the gainers, while minor metals remained active. On the downside, film and theater, insurance,...

Breaking Macro Events: Market Impact & Analysis2026年2月26日

Nikkei Tops 59,000 for First Time in History! Rate Hike Risks Recede as NVIDIA Provides Tailwinds

On Thursday, Japan’s Nikkei 225 Index hit a fresh all-time high, breaking through the 59,000-point mark for the first time in history. The rally was primarily driven by cooling expectations for further rate hikes from the Bank of Japan (BoJ). Simultaneou...

Nikkei Tops 59,000 for First Time in History! Rate Hike Risks Recede as NVIDIA Provides Tailwinds
Article2026年2月26日

US Crude Oil Inventories at 15.989M, Above Market Expectations

United States Crude Oil Inventories surged to 15.989M on February 25, 2026, significantly exceeding the forecast of 1.800M. This substantial build marks a considerable increase from the previous period's drawdown of -9.014M, indicating a notable shift in suppl...

Article2026年2月26日

Hong Kong GDP (QoQ) at 1.0%, Meets Market Expectations

Hong Kong's Gross Domestic Product (GDP) increased by 1.0% quarter-on-quarter in Q4, aligning with market forecasts. This figure represents an acceleration from the previous quarter's growth of 0.9%, indicating a positive shift in economic momentum. Potential...

Breaking Macro Events: Market Impact & Analysis2026年2月26日

NVIDIA Q4 Revenue Surges 73%, Beating Expectations Again! But Concentrated Data Center Demand Sparks Concern

NVIDIA Corp. reported fourth-quarter fiscal 2025 earnings after the bell on Wednesday, extending a years-long streak of benchmark-setting performance. While the AI darling once again cleared Wall Street’s high bar—sending shares up 3% in initial af...

NVIDIA Q4 Revenue Surges 73%, Beating Expectations Again! But Concentrated Data Center Demand Sparks Concern
Market Morning Wrap2026年2月26日

GoAI Market Wrap - 26th Feb

Stock Market Overnight, U.S. markets enjoyed another session of quiet gains as investors awaited NVIDIA's high-stakes earnings report. By the close, the S&P 500 rose 0.81% to 6,946.13; the Nasdaq Composite climbed 1.26% to 23,152.08; and the Dow Jones Indu...

GoAI Market Wrap - 26th Feb
Breaking Macro Events: Market Impact & Analysis2026年2月25日

Tonights highlights | U.S. Futures Edge Higher as Market Braces for NVIDIA Earnings

U.S. equity futures climbed collectively on Wednesday, buoyed by gains in NVIDIA and Oracle, as investors sought to extend the previous session's momentum. Major European indices also tracked higher across the board. In the prior session, all three major U.S....

Breaking Macro Events: Market Impact & Analysis2026年2月25日

NVIDIA Faces "Big Test": Four Key Takeaways Ahead of Earnings

NVIDIA is set to release its financial results for the fourth quarter of fiscal 2025. Wall Street is holding high expectations for this report and the subsequent conference call, with four primary areas of focus currently under scrutiny. Is a "Star Pupil" Repo...

NVIDIA Faces "Big Test": Four Key Takeaways Ahead of Earnings
Breaking Macro Events: Market Impact & Analysis2026年2月25日

Flash Storage Giant Hit by "Short Attack"! SanDisk Shares Plunge Over 8%: Is the NAND Demand Myth Over?

On Tuesday, SanDisk, a recently favored high-flyer in the storage sector, faced a sudden short attack that sent its shares down more than 8% intraday. Earlier in the day, the renowned short-selling firm Citron Research announced it had established a short posi...

Flash Storage Giant Hit by "Short Attack"! SanDisk Shares Plunge Over 8%: Is the NAND Demand Myth Over?
Article2026年2月25日

US CB Consumer Confidence (Feb) at 91.2, Above Market Expectations

US Consumer Confidence rose to 91.2 in February, surpassing the forecast of 87.4. This marks an increase from the previous month's reading of 89.0, indicating an improvement in consumer sentiment. The stronger-than-expected data suggests potential for continue...

Market Morning Wrap2026年2月25日

GoAI Market Wrap - 25th Feb

Stock Market Overnight, U.S. markets enjoyed a session of quiet gains. The software sector staged a broad recovery after the high-profile AI startup Anthropic signaled a "collaboration over replacement" approach during its latest briefing, easing fears that ha...

GoAI Market Wrap - 25th Feb
Breaking Macro Events: Market Impact & Analysis2026年2月24日

Tonight's Highlights | Major U.S. Equity Futures Edge Higher; AMD Surges up to 15% Pre-market

U.S. equity futures edged higher on Tuesday, rebounding slightly after a "doomsday" report on the economic impact of AI triggered a broad market sell-off. Major European indices also tracked higher in early trade. Yesterday, all three major U.S. indices slid m...

Breaking Macro Events: Market Impact & Analysis2026年2月24日

What Will Trump Say in His State of the Union Address?

According to the schedule, U.S. President Donald Trump will deliver his State of the Union address at 9:00 PM ET Tuesday in the House Chamber of the U.S. Capitol. Industry insiders generally expect Trump to use this opportunity to promote the strong state of t...

What Will Trump Say in His State of the Union Address?
Breaking Macro Events: Market Impact & Analysis2026年2月24日

Treasuries and Gold Surge! Markets Confront "Triple Storm": Trump Tariffs, AI Panic, and Iran Tensions

As President Trump’s vow to push forward with a trade war injects fresh uncertainty into global markets, investors flocked to safe-haven assets on Monday, driving both U.S. Treasuries and gold prices sharply higher. This flight to safety pushed the bench...

Treasuries and Gold Surge! Markets Confront "Triple Storm": Trump Tariffs, AI Panic, and Iran Tensions
Market Morning Wrap2026年2月24日

GoAI Market Wrap - 24th Feb

Stock Market Overnight, amid the resurgence of U.S. tariff uncertainties, a new version of the AI "ghost story" haunted Wall Street. All three major U.S. indices closed down by more than 1%, while gold and silver delivered standout performances. By the close,...

GoAI Market Wrap - 24th Feb
Weekly Briefing2026年2月22日

Global Highlights for This Week: Tariff Storms and U.S.-Iran Tensions—Can NVIDIA Save the AI Bull Market Again?

Last week, U.S. equities staged a broad recovery, with all three major indices recording weekly gains, and both the S&P 500 and the Nasdaq Composite rising by more than 1% collectively. On Friday, market sentiment was bolstered after the U.S. Supreme Court...

Global Highlights for This Week: Tariff Storms and U.S.-Iran Tensions—Can NVIDIA Save the AI Bull Market Again?
Article2026年2月21日

US New Home Sales at 745K, Above Market Expectations

New Home Sales in the United States reached 745K in December, significantly exceeding the forecast of 732K. This represents a substantial increase from the previous month's figure of 656K, indicating robust demand in the housing market and suggesting stronger...

Article2026年2月21日

US S&P Global Services PMI (Feb) at 52.3, Below Market Expectations

The United States S&P Global Services PMI for February registered 52.3, falling short of the forecast of 53.0. This figure also represents a decline from the previous month's reading of 52.7. The lower-than-expected and decreased services activity indicates a...

Article2026年2月21日

US S&P Global Manufacturing PMI at 51.2, Below Market Expectations

The United States S&P Global Manufacturing PMI registered 51.2 in February, falling short of the forecast of 52.4. This represents a decline from the previous month's figure of 52.4, indicating a deceleration in the manufacturing sector's expansion. Potential...

Breaking Macro Events: Market Impact & Analysis2026年2月26日

Tonight's Highlights | US Futures Edge Higher as NVIDIA Gains Premarket

On Thursday, US stock index futures rose slightly as investors digested the latest earnings from AI chip leader NVIDIA. Major European indices were mostly trading in positive territory. In the previous session, the three major US indices closed higher, with th...

Breaking Macro Events: Market Impact & Analysis2026年2月26日

Nikkei Tops 59,000 for First Time in History! Rate Hike Risks Recede as NVIDIA Provides Tailwinds

On Thursday, Japan’s Nikkei 225 Index hit a fresh all-time high, breaking through the 59,000-point mark for the first time in history. The rally was primarily driven by cooling expectations for further rate hikes from the Bank of Japan (BoJ). Simultaneou...

Nikkei Tops 59,000 for First Time in History! Rate Hike Risks Recede as NVIDIA Provides Tailwinds
Article2026年2月26日

Hong Kong GDP (QoQ) at 1.0%, Meets Market Expectations

Hong Kong's Gross Domestic Product (GDP) increased by 1.0% quarter-on-quarter in Q4, aligning with market forecasts. This figure represents an acceleration from the previous quarter's growth of 0.9%, indicating a positive shift in economic momentum. Potential...

Market Morning Wrap2026年2月26日

GoAI Market Wrap - 26th Feb

Stock Market Overnight, U.S. markets enjoyed another session of quiet gains as investors awaited NVIDIA's high-stakes earnings report. By the close, the S&P 500 rose 0.81% to 6,946.13; the Nasdaq Composite climbed 1.26% to 23,152.08; and the Dow Jones Indu...

GoAI Market Wrap - 26th Feb
Breaking Macro Events: Market Impact & Analysis2026年2月25日

NVIDIA Faces "Big Test": Four Key Takeaways Ahead of Earnings

NVIDIA is set to release its financial results for the fourth quarter of fiscal 2025. Wall Street is holding high expectations for this report and the subsequent conference call, with four primary areas of focus currently under scrutiny. Is a "Star Pupil" Repo...

NVIDIA Faces "Big Test": Four Key Takeaways Ahead of Earnings
Article2026年2月25日

US CB Consumer Confidence (Feb) at 91.2, Above Market Expectations

US Consumer Confidence rose to 91.2 in February, surpassing the forecast of 87.4. This marks an increase from the previous month's reading of 89.0, indicating an improvement in consumer sentiment. The stronger-than-expected data suggests potential for continue...

Breaking Macro Events: Market Impact & Analysis2026年2月24日

Tonight's Highlights | Major U.S. Equity Futures Edge Higher; AMD Surges up to 15% Pre-market

U.S. equity futures edged higher on Tuesday, rebounding slightly after a "doomsday" report on the economic impact of AI triggered a broad market sell-off. Major European indices also tracked higher in early trade. Yesterday, all three major U.S. indices slid m...

Breaking Macro Events: Market Impact & Analysis2026年2月24日

Treasuries and Gold Surge! Markets Confront "Triple Storm": Trump Tariffs, AI Panic, and Iran Tensions

As President Trump’s vow to push forward with a trade war injects fresh uncertainty into global markets, investors flocked to safe-haven assets on Monday, driving both U.S. Treasuries and gold prices sharply higher. This flight to safety pushed the bench...

Treasuries and Gold Surge! Markets Confront "Triple Storm": Trump Tariffs, AI Panic, and Iran Tensions
Weekly Briefing2026年2月22日

Global Highlights for This Week: Tariff Storms and U.S.-Iran Tensions—Can NVIDIA Save the AI Bull Market Again?

Last week, U.S. equities staged a broad recovery, with all three major indices recording weekly gains, and both the S&P 500 and the Nasdaq Composite rising by more than 1% collectively. On Friday, market sentiment was bolstered after the U.S. Supreme Court...

Global Highlights for This Week: Tariff Storms and U.S.-Iran Tensions—Can NVIDIA Save the AI Bull Market Again?
Article2026年2月21日

US S&P Global Services PMI (Feb) at 52.3, Below Market Expectations

The United States S&P Global Services PMI for February registered 52.3, falling short of the forecast of 53.0. This figure also represents a decline from the previous month's reading of 52.7. The lower-than-expected and decreased services activity indicates a...

How Are Asian Markets Performing Today?2026年2月26日

APAC Market Wrap - Feb 26

China Equities: The Shanghai Composite edged down 0.01%, the Shenzhen Component rose 0.19%, and the ChiNext Index declined 0.29%. Sector-wise, computing hardware led the gainers, while minor metals remained active. On the downside, film and theater, insurance,...

Article2026年2月26日

US Crude Oil Inventories at 15.989M, Above Market Expectations

United States Crude Oil Inventories surged to 15.989M on February 25, 2026, significantly exceeding the forecast of 1.800M. This substantial build marks a considerable increase from the previous period's drawdown of -9.014M, indicating a notable shift in suppl...

Breaking Macro Events: Market Impact & Analysis2026年2月26日

NVIDIA Q4 Revenue Surges 73%, Beating Expectations Again! But Concentrated Data Center Demand Sparks Concern

NVIDIA Corp. reported fourth-quarter fiscal 2025 earnings after the bell on Wednesday, extending a years-long streak of benchmark-setting performance. While the AI darling once again cleared Wall Street’s high bar—sending shares up 3% in initial af...

NVIDIA Q4 Revenue Surges 73%, Beating Expectations Again! But Concentrated Data Center Demand Sparks Concern
Breaking Macro Events: Market Impact & Analysis2026年2月25日

Tonights highlights | U.S. Futures Edge Higher as Market Braces for NVIDIA Earnings

U.S. equity futures climbed collectively on Wednesday, buoyed by gains in NVIDIA and Oracle, as investors sought to extend the previous session's momentum. Major European indices also tracked higher across the board. In the prior session, all three major U.S....

Breaking Macro Events: Market Impact & Analysis2026年2月25日

Flash Storage Giant Hit by "Short Attack"! SanDisk Shares Plunge Over 8%: Is the NAND Demand Myth Over?

On Tuesday, SanDisk, a recently favored high-flyer in the storage sector, faced a sudden short attack that sent its shares down more than 8% intraday. Earlier in the day, the renowned short-selling firm Citron Research announced it had established a short posi...

Flash Storage Giant Hit by "Short Attack"! SanDisk Shares Plunge Over 8%: Is the NAND Demand Myth Over?
Market Morning Wrap2026年2月25日

GoAI Market Wrap - 25th Feb

Stock Market Overnight, U.S. markets enjoyed a session of quiet gains. The software sector staged a broad recovery after the high-profile AI startup Anthropic signaled a "collaboration over replacement" approach during its latest briefing, easing fears that ha...

GoAI Market Wrap - 25th Feb
Breaking Macro Events: Market Impact & Analysis2026年2月24日

What Will Trump Say in His State of the Union Address?

According to the schedule, U.S. President Donald Trump will deliver his State of the Union address at 9:00 PM ET Tuesday in the House Chamber of the U.S. Capitol. Industry insiders generally expect Trump to use this opportunity to promote the strong state of t...

What Will Trump Say in His State of the Union Address?
Market Morning Wrap2026年2月24日

GoAI Market Wrap - 24th Feb

Stock Market Overnight, amid the resurgence of U.S. tariff uncertainties, a new version of the AI "ghost story" haunted Wall Street. All three major U.S. indices closed down by more than 1%, while gold and silver delivered standout performances. By the close,...

GoAI Market Wrap - 24th Feb
Article2026年2月21日

US New Home Sales at 745K, Above Market Expectations

New Home Sales in the United States reached 745K in December, significantly exceeding the forecast of 732K. This represents a substantial increase from the previous month's figure of 656K, indicating robust demand in the housing market and suggesting stronger...

Article2026年2月21日

US S&P Global Manufacturing PMI at 51.2, Below Market Expectations

The United States S&P Global Manufacturing PMI registered 51.2 in February, falling short of the forecast of 52.4. This represents a decline from the previous month's figure of 52.4, indicating a deceleration in the manufacturing sector's expansion. Potential...

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