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Breaking Macro Events: Market Impact & Analysis2025年12月10日

Microsoft Announces Largest-Ever Asian Investment: $17.5 Billion for AI Data Centers in India

On Tuesday Eastern Time, Microsoft unveiled a $23 billion global AI investment package, including its biggest commitment ever in Asia: $17.5 billion over four years (2026–2029) for cloud and artificial intelligence infrastructure in India, aimed at accel...

Microsoft Announces Largest-Ever Asian Investment: $17.5 Billion for AI Data Centers in India
Market Morning Wrap2025年12月10日

GoAI Market Wrap - 10th Dec

Stock Market On Tuesday Eastern Time, the three major U.S. indices closed mixed. Investors expect that even if the Fed cuts rates this week, its language may lean hawkish. Meanwhile, the largest U.S. bank JPMorgan warned that expenses will surge significantly...

GoAI Market Wrap - 10th Dec
Article2025年12月9日

US 10-Year Note Auction at 4.175%, Above Previous

The United States' 10-Year Note Auction yielded 4.175% on December 9, 2025. This marks an increase from the previous period's rate of 4.074%, indicating a rise in borrowing costs for the U.S. government. Potential Impacts Higher yields on government bonds gene...

Article2025年12月9日

US JOLTS Job Openings (Oct) at 7.670M, Above Market Expectations

United States JOLTS Job Openings for October registered 7.670 million, significantly exceeding the forecast of 7.200 million. This marks a substantial increase from the previous period's 7.227 million, indicating a tighter labor market than anticipated. The el...

Breaking Macro Events: Market Impact & Analysis2025年12月9日

Tonight's Highlights | Nvidia Rises 2% Premarket Then Pulls Back; U.S. Stock Index Futures Mixed

On Tuesday (December 9th) premarket, U.S. stock index futures traded mixed. As of press time, Dow Jones Industrial Average futures fell 0.01%, S&P 500 Index futures rose 0.01%, and Nasdaq 100 Index futures dropped 0.09%. For individual stocks, Nvidia climb...

How Are Asian Markets Performing Today?2025年12月9日

APAC Market Wrap – Dec 9

Mainland China stock market: At the close, the Shanghai Composite fell 0.37%, the Shenzhen Component fell 0.39%, and the ChiNext Index rose 0.61%. In terms of sectors, computing hardware, retail and others led the gains, while non-ferrous metals, coal and othe...

Breaking Macro Events: Market Impact & Analysis2025年12月9日

Morgan Stanley: U.S. Stocks Set for "Bullish Setup" in 2026 – Especially Bullish on Small-Caps and Consumer Discretionary

On Monday Eastern Time, Morgan Stanley chief U.S. equity strategist Michael Wilson said that with strengthening leadership, improving earnings, and only moderate labor-market softening, U.S. stocks will enter a "bullish setup" in 2026. Bullish on Two "Niche" S...

Article2025年12月9日

RBA Interest Rate Decision (Dec) at 3.60%, Meets Market Expectations

The Reserve Bank of Australia (RBA) maintained its interest rate at 3.60% in December 2025, aligning with market forecasts. This decision follows a previous rate of 3.60%, indicating no change in monetary policy from the preceding period and suggesting a conti...

Breaking Macro Events: Market Impact & Analysis2025年12月9日

Trump Announces: Allowing Nvidia to Sell H200 Chips to China

According to Reuters, Bloomberg and other media reports, U.S. President Trump posted on social media on the 8th local time, announcing that the U.S. government will allow Nvidia to sell its H200 AI chips to China, but will charge a fee for each chip. The New Y...

Trump Announces: Allowing Nvidia to Sell H200 Chips to China
Market Morning Wrap2025年12月9日

GoAI Market Wrap - 9th Dec

Stock Market Overnight, the three major U.S. indices all closed lower as investors await the Fed’s final monetary policy meeting of the year later this week. After last week’s data showed modest U.S. consumer spending growth at the end of Q3, expec...

GoAI Market Wrap - 9th Dec
Breaking Macro Events: Market Impact & Analysis2025年12月8日

Tonight’s Highlights | U.S. Index Futures Mixed – Jensen Huang Slams U.S. Infrastructure Speed

The three major U.S. index futures are mixed. As of press time, Dow futures are down 0.02%, S&P 500 futures are up 0.08%, and Nasdaq 100 futures are up 0.24%. Broadcom is up nearly 3% pre-market on reports that Microsoft is in talks with the company for fu...

How Are Asian Markets Performing Today?2025年12月8日

APAC Market Wrap – Dec 8

Mainland China stock market: At the close, the Shanghai Composite rose 0.54%, the Shenzhen Component rose 1.39%, and the ChiNext Index rose 2.6%. In terms of sectors, computing hardware, energy metals, Fujian and others led the gains, while coal, precious meta...

Breaking Macro Events: Market Impact & Analysis2025年12月8日

UAE's "Stargate": Building a $60 Trillion Token Factory to Supply "Intelligent Crude Oil" for Global AI

Omar Al Olama, UAE's Minister of State for Artificial Intelligence, Digital Economy, and Remote Work Applications, announced at the recent Milken Middle East and Africa Summit in Abu Dhabi that the country plans to produce 60 trillion AI tokens through its mas...

UAE's "Stargate": Building a $60 Trillion Token Factory to Supply "Intelligent Crude Oil" for Global AI
Breaking Macro Events: Market Impact & Analysis2025年12月8日

Recommend Trimming the "Magnificent Seven"! The "Wall Street Veteran" Who Has Been Bullish on Tech Stocks for 15 Years Is Turning

Ed Yardeni, a senior figure in the U.S. stock market and founder of Yardeni Research, is currently advising: Investors should substantially reduce holdings in the tech "Magnificent Seven" relative to the rest of the S&P 500 components, anticipating a shift...

Weekly Briefing2025年12月7日

Global Highlights for This Week: Fed Rate Decision in Focus – Oracle and Broadcom Report Earnings

As a key moment in the closing phase of 2025, the market’s reaction to this week’s latest Fed decision will largely determine trading sentiment for the final few weeks of the year. Given persistent headwinds in the U.S. labor market recently, inves...

Global Highlights for This Week: Fed Rate Decision in Focus – Oracle and Broadcom Report Earnings
Article2025年12月5日

US Core PCE Price Index (YoY) at 2.8%, Below Market Expectations

The annual Core Personal Consumption Expenditures (PCE) Price Index for the United States registered 2.8% in September, falling short of the market forecast of 2.9%. This figure represents a slight decrease from the previous period's 2.9%, indicating a potenti...

Breaking Macro Events: Market Impact & Analysis2025年12月5日

Tonight’s Highlights | Fed’s Preferred Inflation Gauge Incoming, Netflix Down Over 4% Pre-Market

Thursday pre-market: U.S. index futures are nearly flat, while major European indices are broadly higher. As of press time, Netflix shares are down over 4% pre-market after the streaming giant announced an agreement to acquire Warner Bros. Discovery's film and...

Breaking Macro Events: Market Impact & Analysis2025年12月5日

AI Race Shifting to the “Edges” – Massive Opportunities Emerging! Analysts Bullish on These Three Lesser-Known Asian AI Stocks

Recent signs show that as technological change and bubble fears reshape the investment landscape, investors are actively hunting for the next wave of Asian AI winners – while yesterday’s “kings” appear to be losing some luster… S...

AI Race Shifting to the “Edges” – Massive Opportunities Emerging! Analysts Bullish on These Three Lesser-Known Asian AI Stocks
Market Morning Wrap2025年12月5日

GoAI Market Wrap - 5th Dec

Stock Market Overnight and this morning, the three major Wall Street indices hovered in place in front of all-time highs, while a batch of small-cap thematic stocks surged, pushing the small-cap index to a new high first. At the close, the S&P 500 rose 0.1...

GoAI Market Wrap - 5th Dec
Breaking Macro Events: Market Impact & Analysis2025年12月4日

Tonight’s Highlights | AI Valuation Concerns Resurface, U.S. Index Futures Nearly Flat

U.S. major index futures are roughly flat, while major European indices are broadly higher. Wednesday’s U.S. ADP employment report came in far weaker than expected — November ADP payrolls fell by 32,000 versus forecasts of +5,000. The soft jobs dat...

Breaking Macro Events: Market Impact & Analysis2025年12月10日

Microsoft Announces Largest-Ever Asian Investment: $17.5 Billion for AI Data Centers in India

On Tuesday Eastern Time, Microsoft unveiled a $23 billion global AI investment package, including its biggest commitment ever in Asia: $17.5 billion over four years (2026–2029) for cloud and artificial intelligence infrastructure in India, aimed at accel...

Microsoft Announces Largest-Ever Asian Investment: $17.5 Billion for AI Data Centers in India
Article2025年12月9日

US 10-Year Note Auction at 4.175%, Above Previous

The United States' 10-Year Note Auction yielded 4.175% on December 9, 2025. This marks an increase from the previous period's rate of 4.074%, indicating a rise in borrowing costs for the U.S. government. Potential Impacts Higher yields on government bonds gene...

Breaking Macro Events: Market Impact & Analysis2025年12月9日

Tonight's Highlights | Nvidia Rises 2% Premarket Then Pulls Back; U.S. Stock Index Futures Mixed

On Tuesday (December 9th) premarket, U.S. stock index futures traded mixed. As of press time, Dow Jones Industrial Average futures fell 0.01%, S&P 500 Index futures rose 0.01%, and Nasdaq 100 Index futures dropped 0.09%. For individual stocks, Nvidia climb...

Breaking Macro Events: Market Impact & Analysis2025年12月9日

Morgan Stanley: U.S. Stocks Set for "Bullish Setup" in 2026 – Especially Bullish on Small-Caps and Consumer Discretionary

On Monday Eastern Time, Morgan Stanley chief U.S. equity strategist Michael Wilson said that with strengthening leadership, improving earnings, and only moderate labor-market softening, U.S. stocks will enter a "bullish setup" in 2026. Bullish on Two "Niche" S...

Breaking Macro Events: Market Impact & Analysis2025年12月9日

Trump Announces: Allowing Nvidia to Sell H200 Chips to China

According to Reuters, Bloomberg and other media reports, U.S. President Trump posted on social media on the 8th local time, announcing that the U.S. government will allow Nvidia to sell its H200 AI chips to China, but will charge a fee for each chip. The New Y...

Trump Announces: Allowing Nvidia to Sell H200 Chips to China
Breaking Macro Events: Market Impact & Analysis2025年12月8日

Tonight’s Highlights | U.S. Index Futures Mixed – Jensen Huang Slams U.S. Infrastructure Speed

The three major U.S. index futures are mixed. As of press time, Dow futures are down 0.02%, S&P 500 futures are up 0.08%, and Nasdaq 100 futures are up 0.24%. Broadcom is up nearly 3% pre-market on reports that Microsoft is in talks with the company for fu...

Breaking Macro Events: Market Impact & Analysis2025年12月8日

UAE's "Stargate": Building a $60 Trillion Token Factory to Supply "Intelligent Crude Oil" for Global AI

Omar Al Olama, UAE's Minister of State for Artificial Intelligence, Digital Economy, and Remote Work Applications, announced at the recent Milken Middle East and Africa Summit in Abu Dhabi that the country plans to produce 60 trillion AI tokens through its mas...

UAE's "Stargate": Building a $60 Trillion Token Factory to Supply "Intelligent Crude Oil" for Global AI
Weekly Briefing2025年12月7日

Global Highlights for This Week: Fed Rate Decision in Focus – Oracle and Broadcom Report Earnings

As a key moment in the closing phase of 2025, the market’s reaction to this week’s latest Fed decision will largely determine trading sentiment for the final few weeks of the year. Given persistent headwinds in the U.S. labor market recently, inves...

Global Highlights for This Week: Fed Rate Decision in Focus – Oracle and Broadcom Report Earnings
Breaking Macro Events: Market Impact & Analysis2025年12月5日

Tonight’s Highlights | Fed’s Preferred Inflation Gauge Incoming, Netflix Down Over 4% Pre-Market

Thursday pre-market: U.S. index futures are nearly flat, while major European indices are broadly higher. As of press time, Netflix shares are down over 4% pre-market after the streaming giant announced an agreement to acquire Warner Bros. Discovery's film and...

Market Morning Wrap2025年12月5日

GoAI Market Wrap - 5th Dec

Stock Market Overnight and this morning, the three major Wall Street indices hovered in place in front of all-time highs, while a batch of small-cap thematic stocks surged, pushing the small-cap index to a new high first. At the close, the S&P 500 rose 0.1...

GoAI Market Wrap - 5th Dec
Market Morning Wrap2025年12月10日

GoAI Market Wrap - 10th Dec

Stock Market On Tuesday Eastern Time, the three major U.S. indices closed mixed. Investors expect that even if the Fed cuts rates this week, its language may lean hawkish. Meanwhile, the largest U.S. bank JPMorgan warned that expenses will surge significantly...

GoAI Market Wrap - 10th Dec
Article2025年12月9日

US JOLTS Job Openings (Oct) at 7.670M, Above Market Expectations

United States JOLTS Job Openings for October registered 7.670 million, significantly exceeding the forecast of 7.200 million. This marks a substantial increase from the previous period's 7.227 million, indicating a tighter labor market than anticipated. The el...

How Are Asian Markets Performing Today?2025年12月9日

APAC Market Wrap – Dec 9

Mainland China stock market: At the close, the Shanghai Composite fell 0.37%, the Shenzhen Component fell 0.39%, and the ChiNext Index rose 0.61%. In terms of sectors, computing hardware, retail and others led the gains, while non-ferrous metals, coal and othe...

Article2025年12月9日

RBA Interest Rate Decision (Dec) at 3.60%, Meets Market Expectations

The Reserve Bank of Australia (RBA) maintained its interest rate at 3.60% in December 2025, aligning with market forecasts. This decision follows a previous rate of 3.60%, indicating no change in monetary policy from the preceding period and suggesting a conti...

Market Morning Wrap2025年12月9日

GoAI Market Wrap - 9th Dec

Stock Market Overnight, the three major U.S. indices all closed lower as investors await the Fed’s final monetary policy meeting of the year later this week. After last week’s data showed modest U.S. consumer spending growth at the end of Q3, expec...

GoAI Market Wrap - 9th Dec
How Are Asian Markets Performing Today?2025年12月8日

APAC Market Wrap – Dec 8

Mainland China stock market: At the close, the Shanghai Composite rose 0.54%, the Shenzhen Component rose 1.39%, and the ChiNext Index rose 2.6%. In terms of sectors, computing hardware, energy metals, Fujian and others led the gains, while coal, precious meta...

Breaking Macro Events: Market Impact & Analysis2025年12月8日

Recommend Trimming the "Magnificent Seven"! The "Wall Street Veteran" Who Has Been Bullish on Tech Stocks for 15 Years Is Turning

Ed Yardeni, a senior figure in the U.S. stock market and founder of Yardeni Research, is currently advising: Investors should substantially reduce holdings in the tech "Magnificent Seven" relative to the rest of the S&P 500 components, anticipating a shift...

Article2025年12月5日

US Core PCE Price Index (YoY) at 2.8%, Below Market Expectations

The annual Core Personal Consumption Expenditures (PCE) Price Index for the United States registered 2.8% in September, falling short of the market forecast of 2.9%. This figure represents a slight decrease from the previous period's 2.9%, indicating a potenti...

Breaking Macro Events: Market Impact & Analysis2025年12月5日

AI Race Shifting to the “Edges” – Massive Opportunities Emerging! Analysts Bullish on These Three Lesser-Known Asian AI Stocks

Recent signs show that as technological change and bubble fears reshape the investment landscape, investors are actively hunting for the next wave of Asian AI winners – while yesterday’s “kings” appear to be losing some luster… S...

AI Race Shifting to the “Edges” – Massive Opportunities Emerging! Analysts Bullish on These Three Lesser-Known Asian AI Stocks
Breaking Macro Events: Market Impact & Analysis2025年12月4日

Tonight’s Highlights | AI Valuation Concerns Resurface, U.S. Index Futures Nearly Flat

U.S. major index futures are roughly flat, while major European indices are broadly higher. Wednesday’s U.S. ADP employment report came in far weaker than expected — November ADP payrolls fell by 32,000 versus forecasts of +5,000. The soft jobs dat...

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