股海小舵手

Ironically, what Trump precisely needs are fools and lackeys. Even after the Supreme Court's ruling, Trump still insists he can do whatever he wants. President Trump's angry response to the Supreme Court's tariff ruling on Friday highlighted his insistence that he should be granted broad powers to push his agenda as he sees fit. After the court ruled that his imposition of a series of tariffs over the past year exceeded his authority, Mr. Trump lashed out at the judges who ruled against him, calling them "fools and lackeys"...

The Federal Reserve's published benchmark inflation rate was higher than expected, while the slowdown in Q4 GDP growth also exceeded expectations. After the data release, S&P 500 index futures extended their losses. The market is focused on the potential conflict with Iran on one hand, and the Supreme Court's possible ruling on Trump's tariff policy on the other. The job market may be stabilizing, but persistently high inflation reduces the likelihood of the Fed cutting interest rates again before at least June. According to CME Group's FedWatch tool, the probability of a Fed rate cut has declined...

The stock price of Knorex Ltd. (KNRX), a micro-cap company in the advertising technology sector, surged over 170% on Thursday after the company launched its latest intelligent AI advertising API. KNRX stock price soared. The catalyst for this explosive shift is Knorex's API designed specifically for the intelligent AI era, which automates workflows for Meta Ads, Google Ads, LinkedIn Ads, and TikTok Ads...

$Marathon Petroleum(MPC.US) Overnight crude oil benchmark prices surged significantly, with Brent crude futures rising over 1.5% to $71.44 per barrel, and WTI crude rising 1.7% to around $66 per barrel, primarily driven by reports of escalating potential conflict between the U.S. and Iran, which heightened concerns about supply disruptions. As an integrated energy and chemical producer highly dependent on oil prices, the company benefited from this upward momentum, extending yesterday's 4.52% gain during regular trading hours. With pre-market volume nearing 100,000 shares, the stock price hit a new 52-week high. Traders noted...

p$Meta Platforms(META.US) On Wednesday, Dow Jones Industrial Average futures and other major stock index futures rose, as Wall Street awaited the latest policy meeting minutes from the Federal Reserve. Meanwhile, NVIDIA (NVDA) shares rose in early trading today after the company announced a cooperation agreement with Meta Platforms (META). On Wednesday, Dow futures rose 0.2%, S&P 500 futures rose 0.3%. The tech-heavy Nasdaq 100 futures rose 0.5% before the opening bell. The yield on the 10-year U.S. Treasury note rose slightly to 4.06%...

Micron Technology $Micron Tech(MU.US) will invest approximately $200 billion over the next few decades to expand memory manufacturing capacity, with a focus on domestic production in the United States, as the demand from artificial intelligence has made memory a system-level bottleneck. This expansion plan includes building a leading-edge fab in Boise, Idaho, where Micron will invest about $50 billion, more than doubling the size of its 450-acre campus and constructing two new chip factories, expected to be operational by 2028. Additionally, Micron is developing a multi-fab complex in New York...

The stock market has just witnessed how disruptive investors' concerns about artificial intelligence can be across multiple industries. Last week, the volatility in software stocks spread to the wealth management, transportation, and logistics sectors, raising questions about how much AI can truly transform the tech industry and high-fee service sectors. Affected by AI concerns, the financial services sector (XLF), consumer discretionary (XLY), and tech stocks were sold off, with both the S&P 500 (^GSPC) and the Nasdaq Composite (^IXIC) falling more than 1% this week...

On Friday, London aluminum futures prices fell after the Financial Times reported that the Trump administration is considering partially lifting steel and aluminum tariffs to address the lingering affordability crisis (left over from the Biden-Harris administration) ahead of the November midterm elections. Citing three informed sources, the FT said White House officials are reviewing tariffs of up to 50% on steel and aluminum imports, which would affect a range of downstream consumer goods from home appliances to soda cans. The plan would exempt some products, suspend further tariff expansion, and shift the focus of investigations to more specific products to safeguard national security...

On Thursday, logistics stocks plummeted, making the sector the latest victim of the AI "panic trade." At the center of this sell-off is a former karaoke company with a market cap of just $6 million. The little-known company's market value is a mere fraction of the market cap it dragged down for many other companies—all of which were dumped by investors fearful of even the slightest threat from AI. The company's heavy promotion of its logistics platform caused the Russell 3000 Trucking Index to fall by 6.6%...

On Thursday, stock index futures rose, after the Dow Jones Industrial Average ended its three-day winning streak and closed lower. Here are four stocks to watch on the day: McDonald's Corporation (MCD) shares rose 0.7% in pre-market trading, after the company reported its best quarterly performance so far this year. Global same-store sales grew 5.7% in the fourth quarter, with the U.S. market growing 6.8%. Notably, the fast-food chain expanded its market share during the quarter, and its operating income did not decline. Nebius (NBIS) after releasing its Q4 earnings report...

The U.S. Bureau of Labor Statistics will release the latest employment data on Wednesday. The bureau has not had a Senate-confirmed commissioner since President Trump fired its former head. Previously, the employment data released by the agency was disappointing. But at the end of last month, Mr. Trump said he would nominate little-known government economist Brett Matsumoto to lead the Bureau of Labor Statistics. Mr. Matsumoto is the second person nominated by President Trump to lead the bureau, which is responsible for releasing data on the labor market, inflation, and other areas. In August this year, President Trump announced that he would appoint conservative economist E.J. Anthony to the position...

The golden iPhone replacement cycle has ended, AI feature rollouts are lagging behind, supply chains have issued Q1 profit warnings, and growth expectations are only 9% under a PE of 31x. PC shipments have declined consecutively, AI PC penetration is at 15%, server overcapacity has triggered a price war, and ROIC turned negative after the peak in CapEx. The top player accurately foresaw the pain period of high CapEx. Wall Street consensus: cloud computing and design tools lead the gains, while consumer electronics drag behind. Technology remains the only main theme, with short-term room for growth, but long-term outlook depends on the Fed and Trump's policies.

Software stocks rebounded and the S&P 500 index rose to near its all-time high, driven by Oracle's rating upgrade and an AI trading recovery led by Nvidia. Despite the rebound on Monday, "Yige" stated, "Considering Goldman Sachs' report last week showed a large number of hedge funds shorting tech stocks, this is likely short covering. The information technology sector led the gains in today's trading session. "Yige" said the market remains cautious ahead of this week's labor market and inflation data. Overall, the S&P 500 index is still very fragile, "Yige" added...

SPGI S&P Global (S&P Global) - Rating: Buy, catalyzed by AI data demandKO Coca-Cola (Coca-Cola) - Defensive king, dividend yield 3.2%FISV Fiserv - Fintech, valuation recoveryDGXQuest Diagnostics - Steady medical diagnosticsPFGPrincipal Financial - Insurance cycle reversalACGL Arch Capital - Reinsurance...

Gold prices are like a roller coaster, with spot prices breaking through $5,000 before pulling back. Retail investors are torn between "selling or holding"? Don't rush to cut losses just yet; this bull market is far more complex than the surface-level geopolitical conflicts (Russia-Ukraine, Middle East) suggest. A New York Times report on January 31, 2026, titled "Sell America," gets to the heart of the matter: global central banks' gold reserves have surpassed their holdings of U.S. Treasuries for the first time, setting a record since 1996, with China, Turkey, and Poland leading the way in purchasing 900 tons of gold in 2025. Myth busted: Don't be fooled by "geopolitical headlines." The Russia-Ukraine conflict, Trump's "targeted arrests," the Greenland resource war, and geopolitical risks are merely short-term catalysts...