Dow Jones Industrial Average

TQQQ

WEBL

.IXIC

.DJI

As the first interest rate cut by the U.S. dollar entering the post-pandemic era of rate cuts, this rate cut can be described as both &#34;big&#34; and &#34;hawkish.&#34;The &#34;big&#34; lies in the fact that the first rate cut directly slashed 50 basis points, which was indeed unexpected compared to market expectations; the &#34;hawkish&#34; aspect was conveyed during the conference call and the dot plot, indicating that this 50-basis-point cut should not be linearly extrapolated, and future decisions will still be data-driven. This 50-basis-point cut was merely to demonstrate the Federal Reserve's determination to protect the economy.An interesting point was when several reporters repeatedly asked Powell whether this was a &#34;catch-up&#34; rate cut. Powell emphasized that, given the relatively good data on inflation and consumption, the large rate cut was more focused on being a forward-looking move. However, he also admitted that if the July employment data had been known earlier, a rate cut might indeed have been implemented at the previous meeting on July 31.From Dolphin Research's perspective, this illustrates two points:a. Among the various economic data, the current unemployment rate and new employment figures are the real core data, as subsequent CPI and PPI reports did not raise any red flags for the Federal Reserve.b. The dot plot released by the Federal Reserve to some extent only reflects the Fed's wishes and guides the market to trade on these wishes, but it does not mean this path will necessarily materialize.From the revisions in this economic forecast, it can be seen that among the root variables of the economy, the most significantly revised was the unemployment rate. The 大幅下修的政策利率预期 is merely a result of this root variable.Therefore, in the coming period, a key tracking point for the expected rate cut 幅度 will be the labor market: What is the labor participation rate? How much has labor supply increased? How much has job demand decreased? How much has the unemployment rate increased, and is it within the &#34;controllable&#34; range below 4.5%?Especially given the 惯性下修 in 每次新增非农就业， it’s prudent to build in some 保险 upfront. Based on the downward adjustments over the past few months, some decline should already be factored in. At least, this is how Powell indicated the Federal Reserve would approach the data.Furthermore, Dolphin Research is not overly concerned about this hawkish rate cut path guidance. The key still lies in the employment data, particularly if the weakening is primarily due to an oversupply from increased immigrant inflows rather than a decline in corporate job demand. In that case, the economy may not be as weak as feared.

Invesco QQQ Trust

Proshares UltraPro QQQ

iShares barclays 20+ Yr Treasury Bd

Direxion 20+Yr Trsry Bull 3X

Direxion Daily Dow Jones Internet Bull 3X Shares ETF

NASDAQ Composite Index

SPDR S&P 500

macOS 27 Rumored to Drop Support for Last Remaining Intel Mac Models

Confluent Announces Enhancements to Confluent Intelligence and Cloud, Integrates Apache Flink

Walmart Begins Delivering Restaurant Meals with Grocery Orders

Microsoft launches XBOX Player Voice platform to collect player feedback

Far EasTone Authorized by Amazon for Amazon Leo Low-Earth Orbit Satellite Services in Taiwan

Hartford Funds Acquires 2,962 Caterpillar Shares in Q4 Worth ~$1.7M

Microsoft holds a Virtual Training Day on creating agents in Copilot Studio

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Indian Officials to Observe Boeing 787 Component Testing in Seattle in June

AMF Tjanstepension AB and others increase Nike holdings, insiders buy, analysts maintain hold rating

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

Kyndryl announces expansion of its cloud modernization solution to Microsoft Azure data center regions in Japan

Amazon May Launch Official Battery Replacement Service for Kindle to Comply with EU Requirements

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

Seeking Alpha Downgrades Apple to 'Hold' Citing High Valuation

DEVCORE Wins Pwn2Own Berlin Championship, Exploits Four Microsoft Core Products

Cohesity Earns AWS Resilience Competency, Advancing Enterprise Cyber Recovery

Microsoft Releases May 2026 Security Update, Patching 139 Vulnerabilities

Kantar BrandZ Top 100 Most Valuable Global Brands list released, with AI driving record growth for brands like Amazon

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

Generative AI Gains Traction in U.S. Workforce, Federal Reserve Report Reveals

.NDX

.SPX

The Federal Reserve's report reveals that 25% of U.S. workers have used generative AI in their jobs recently, with higher rates among those with advanced education. Most users view AI as a tool for efficiency and career growth. The report also highlights stable financial conditions for U.S. residents, though younger individuals and low-income families face increased financial pressures, with inflation being a primary concern.

CoinLive

NASDAQ-100

S&P 500

.HXC

CHINA FOREIGN MINISTRY: CHINA, US SHOULD JOINTLY PROMOTE AI DEVELOPMENT, GOVERNANCE

Unusual Whales

NASDAQ Golden Dragon China Index

CHINA FOREIGN MINISTRY: CHINA, US SHOULD JOINTLY PROMOTE AI DEVELOPMENT, GOVERNANCE

Economists warn that the Iran war is increasing inflation expectations, pressuring the Fed to act. A U.S.-led blockade and Hormuz closure have reduced Iranian oil exports, raising global energy prices. Consequently, mortgage and bond yields are rising in the U.S. and Europe as borrowing costs increase amid inflation concerns.

Iran war fuels inflation fears as July Fed hike looms

.DJUS

The Great American Squeeze of 2026 highlights the economic struggles faced by Americans due to rising costs of living, with consumer sentiment at a 74-year low. While the wealthy benefit from a booming stock market, middle and lower-income families are increasingly burdened by debt and inflation, leading to a K-shaped economy where the divide between the rich and poor widens. This situation may signal the onset of a recession as lower-income households cut back on spending.

- The article highlights the economic struggles of American consumers facing rising costs amid stagnant wages, creating a K-shaped economic divide.  
- While wealthier households benefit from stock market gains, middle- and lower-income families increasingly rely on credit to manage basic expenses, leading to financial distress.  
- Experts warn that without significant wage growth, the economic squeeze on lower-income households will worsen, exacerbated by geopolitical tensions affecting energy prices.

ZeroHedge

Dow Jones U.S. Index

Disney

Allianz SE

Allianz

The Great American Squeeze Of 2026

.VIX

The 10-year Treasury yield has reached a 52-week high of 4.6%, indicating potential significant market movements. This yield influences borrowing costs and stock valuations, with rising yields typically leading to a shift away from equities. Current inflationary pressures, particularly related to the Iran conflict, may prompt the Federal Reserve to maintain or raise rates. Analysts are divided on whether yields will break higher or lower, with implications for future monetary policy and market stability.

InvestorPlace

Cboe Volatility Index

Moodys

The Bond Market Just Flashed Red

Wall Street's major indices closed lower on Friday, with the Dow down 1%, S&P 500 down 1.2%, and Nasdaq down 1.5%, following a decline in tech stocks and rising U.S. Treasury yields after the U.S.-China summit.

- Wall Street’s major market averages declined on Friday due to a drop in tech stocks and rising U.S. Treasury yields after the U.S.-China summit.  
- The blue chip Dow (DJI) closed down 1%, the S&P 500 (SP500) fell by 1.2%, and the Nasdaq Composite (COMP:IND) decreased by 1.5%.  
- Investors are advised to monitor three key factors in the market moving forward.

SPDR Djia

Direxion Semicon Bull 3X

Invesco Nasdaq 100 ETF

Guggenheim DJIA Ave Div

iShares Expanded Tech Software Sector ETF

VG S&P 500

VanEck Semiconductor ETF

SPDR S&P Software

iShares Semiconductor ETF

3 things to look out for on Tuesday

The Federal Reserve may struggle to cut interest rates this year due to persistent inflation concerns, with U.S. PCE inflation projected to stay above 3.5%. Factors such as inflation surprises, a stable job market, and energy price risks from the closed Strait of Hormuz are leading to a cautious policy stance.

CICC

Federal Reserve Faces Challenges in Cutting Rates Amid Inflation Concerns

April inflation surged to 3.8%, exceeding wage growth and diminishing workers' spending power. As a result, 53% of Americans with side hustles report they rely on these earnings, averaging $1,275 monthly, to cover essential expenses. This trend is evident in West Michigan, where residents are starting various ventures, indicating a national shift towards supplemental income.

- April inflation reached 3.8%, outpacing average wage growth and diminishing workers' purchasing power for the first time in three years.  
- A study found that 53% of Americans with side jobs rely on them to cover essential expenses, earning an average of $1,275 monthly.  
- The trend is illustrated locally in West Michigan, where residents are starting businesses ranging from woodworking to dog sitting, aligned with a national shift towards supplemental income.

Inflation surge pushes more Americans into side hustles

Fed's Goolsbee emphasizes the importance of addressing high inflation as Warsh prepares to take over as chair. He notes the stability of the job market but warns that excessive rate cuts could exacerbate inflation. The markets are currently anticipating a 50% likelihood of a rate hike by year-end.

Investinglive

Fed's Goolsbee; Inflation has got to be front of mind when Warsh starts as chair

The odds of a 2026 interest rate cut have plummeted to 0% due to rising inflation fears, with long-term yields increasing. The likelihood of maintaining current rates is at 51.9%, while a single rate hike by year-end stands at 37.8%. The Consumer Price Index rose to 3.8% in April, the highest since 2023.

- Investors betting on interest rate cuts in 2026 may need to reassess their plans, as the CME FedWatch tool shows a probability drop to 0% for rate cuts by year-end.  
- This decline from 0.6% on Friday, 3.7% a week ago, and 37.6% a month ago is attributed to rising inflation risks, driven by higher oil and gas prices.  
- Consequently, there is now a 37.8% chance of one rate hike by year-end, while the likelihood of maintaining rates steady is 51.9%.

Tip Ranks

2026 Rate Cut Odds Plunge to 0% as Inflation Fears Overwhelm

Kevin Warsh is set to be sworn in as the new chair of the US Federal Reserve, amid speculation about potential interest rate cuts. Prediction markets show a 38.2% chance of rate cuts before 2027, down from 96% in February, while CME FedWatch indicates a 98.8% probability that rates will remain unchanged until at least June. Lawmakers are also urging President Trump to nominate a full panel for the Commodity Futures Trading Commission amid ongoing regulatory concerns.

Cointelegraph

Odds against rate cuts high as new US Fed chair set for swearing in

股市江湖故事会

HSPC

Texas Capital Texas Oil Index ETF

Dow Jones Utility Average

Occidental Petroleum

Nasdaq

SPDR O&G Equip

iShares Dow Jones US

Direxion S&P 500 Bull 3X

ISHRS S&P Glb Engy

iShares Core S&P 500

VG Financial

Financial Select Sector SPDR Fund

Pro Ultrshrt Crude Oil

Pro Ultr Bloomberg Crude Oil

First Trust Natural Gas ETF

Us 12 Mth Natural Gas

Pro UltrPro Dow30

SPDR O&G Ex & Prd

Pro UltrPro S&Pro 500

iShares US Oil & Gas Expl & Prod

iShares US Oil Equip & Svcs

VG Energy

United States Oil Fund LP

Fidelity MSCI Financials Index

SPDR Energy Select

VanEck Oil Refiners ETF

Pro Ultr Natural Gas

MicroSectors Oil & Gas Exploration & Production 3X Lev ETN

Us Natural Gas

ISHRS Us Brokers & Sec Exchg

Us Brent Oil

Invesco Great Wall CNI Oil&Gas ETF

VanEck Oil Services ETF

On May 10, Trump tweeted angrily declaring Iran's latest response "completely unacceptable." Iran, through Pakistan, proposed an immediate ceasefire and the lifting of the naval blockade, while the US insists that Iran suspend uranium enrichment and restore passage through the Strait of Hormuz. The two sides remain fundamentally opposed. Do you think there's any possibility of breaking this deadlock?

On May 10, Trump tweeted angrily declaring Iran's latest response "completely unacceptable." Iran, through Pakistan, proposed an immediate ceasefire and the lifting of the naval blockade, while the US insists that Iran suspend uranium enrichment and restore passage through the Strait of Hormuz. The two sides remain fundamentally opposed. Do you think there's any possibility of breaking this deadlock?

US-Iran deadlock returns — is a ceasefire still possible?

- Wall Street’s main indexes opened higher following a two-week ceasefire agreement between the U.S. and Iran.  
- The Dow Jones Industrial Average rose by 393.7 points, the S&P 500 increased by 137.5 points, and the Nasdaq Composite climbed by 803.4 points at the open.  
- These gains were driven by expectations that energy supplies through the Strait of Hormuz could resume, leading to lower crude prices.

Reuters

US STOCKS SNAPSHOT-Wall Street opens higher after US-Iran ceasefire

Trump: US and Iran had “very good and productive talks” over the past two days. On 23 March local time, Trump posted on Truth Social that “the United States and Iran had very good and productive talks over the past two days.” He also said he has instructed a five-day pause on all military strikes against Iranian power plants and energy infrastructure. Cannot tahan lah. Witnessed global sell-off this morning, and now we’re on a 🎢 rollercoaster? TACO time again? Will it rebound soon? $United States Oil Fund LP(USO.US) $Invesco QQQ Trust(QQQ.US) $Proshares UltraPro QQQ(TQQQ.US) $SPDR S&amp;P 500(SPY.US) $S&amp;P 500(.SPX.US) $NASDAQ Composite Index(.IXIC.US) $Dow Jones Industrial Average(.DJI.US) $Gold(IN00380.US) $Silver(IN00270.US)

Gold

Silver

Berto Acquisition

What incredible joyous news! Long awaited reprieve for battered stocks, markets hammered weak for weeks! Not to mention the US economy.

- Wall Street's main indexes opened higher as risk appetite returned after U.S. President Donald Trump announced the military would postpone strikes against Iranian energy infrastructure.  
- The Dow Jones Industrial Average rose 226.3 points, or 0.50%, to 45,803.82, while the S&P 500 gained 68.5 points, or 1.05%, to 6,574.96.  
- The Nasdaq Composite increased by 348.2 points, or 1.61%, reaching 21,995.78 at the opening bell.

US STOCKS SNAPSHOT-Wall St opens higher after Trump postpones strikes on Iranian power plants

How is he doing for money this March?

Amplify Online Retail ETF

VanEck Retail ETF

Global X E-commerce ETF

SPDR S&P Retail ETF

iShares Core S&P US Value

ProShares Online Retail

iShares Core S&P US Growth

Schw Us L-Cp Grw

Avantis US Large Cap Value ETF

VG Growth

First Trust NASDAQ-100 Equal Weighted

Pacer Cash COWZ 100-Nasdaq100RotatorETF

- U.S. stock index futures rose significantly after President Donald Trump announced a postponement of military strikes against Iranian energy infrastructure.  
- As of 07:10 a.m., Dow E-minis increased by 1,246 points, or 2.72%, S&P 500 E-minis rose by 156.75 points, or 2.39%, and Nasdaq 100 E-minis gained 489 points, or 2.03%.  
- The announcement positively impacted investor sentiment, contributing to the increases in futures.

US STOCKS SNAPSHOT-Futures jump after Trump postpones military strikes on Iranian power plants

📝 My Investment Diary – 14-Day Check-in Challenge!Turn your trades into stories! Join us in building a daily review habit, connecting with fellow investors, and winning cash rewards.📌 Event Introduction: 
https://longbridge.com/topics/100000000511982?channel=WHAB0001
https://longbridge.com/topics/100000000515732?channel=WHAB0001📅 Event Period: Mar 9 – Mar 22, 2026✅ How to join: Post with【Day X – Your Headline】+ #MyInvestmentDiary, 30+ words on your daily operation or insights (screenshots encouraged)🎁 Rewards: 7 days → $10 | 10 days → $20 | 14 days → $30
✨ 3 most insightful diaries each get an extra $10!🚀 Start your Day 1 diary now!

📝 My Investment Diary – 14-Day Check-in Challenge!Turn your trades into stories! Join us in building a daily review habit, connecting with fellow investors, and winning cash rewards.📌 Event Introduction: <a href="https://longbridge.com/topics/100000000511982?channel=WHAB0001">https://longbridge.com/topics/100000000511982?channel=WHAB0001</a> <a href="https://longbridge.com/topics/100000000515732?channel=WHAB0001">https://longbridge.com/topics/100000000515732?channel=WHAB0001</a>📅 Event Period: Mar 9 – Mar 22, 2026✅ How to join: Post with【Day X – Your Headline】+ #MyInvestmentDiary, 30+ words on your daily operation or insights (screenshots encouraged)🎁 Rewards: 7 days → $10 | 10 days → $20 | 14 days → $30 ✨ 3 most insightful diaries each get an extra $10!🚀 Start your Day 1 diary now!

My Investment Diary

Day 2 - My Investment DiaryWith the US stock markets closed for the weekend, we&#39;re taking a deep dive into yesterday&#39;s session, Friday, March 13, where we saw another rough close across the major indices.The $S&amp;P 500(.SPX.US) ended the day down 0.61% at 6,632.19, the $NASDAQ-100(.NDX.US) slid 0.93% to 22,105.36, and the $Dow Jones Industrial Average(.DJI.US) dipped a milder 0.26% to 46,558.47. This marks the fourth straight day of losses for the S&amp;P, pushing it about 5% below its recent highs and capping off a volatile week where erratic oil prices and geopolitical headlines dominated the narrative.At the forefront is the escalating conflict in the Middle East, particularly involving Iran. Reports of US and Israeli strikes, combined with Iran&#39;s threats to restrict oil tankers through the Strait of Hormuz, a critical chokepoint for global energy supplies, have sent crude oil prices surging. Brent crude topped $90 a barrel this week, fueling inflation fears and raising concerns about prolonged supply disruptions.@Bridge Buzz SG

NASDAQ 100 Technology Sector Market-Cap Weighted Index

This is semi-official bad news for all.

iShares MSCI Emerging Mkts Val Fac ETF

VG Em Mkts

Avantis Emerging Markets Value ETF

iShares MSCI Em

iShares MSCI EM Ex-China

Schw Em Mkt

Global X NASDAQ 100 Collar 95-110 ETF

iShares Emerging Markets Equity Factor ETF

Fidelity Nasdaq Composite Index ETF

SPDR S&P Em Mkt Dvd

Wisdomtree EM High Dividend Fund

iShares Core MSCI EM

SPDR Em Mkt

Dimensional Emerging Markets Value ETF

Avantis Emerging Markets Equity ETF

UBS has downgraded its rating on US stocks to neutral allocation while maintaining an overweight on emerging market equities. The bank pointed out that the US market faces multiple risks, including low operating leverage, downside risks for the dollar, lackluster buyback yields, and high valuations. The strategy team stated that the drawdown of the US market relative to the global market is the largest in nearly 15 years

Wallstreetcn

UBS downgrades US stock ratings, warning of multiple risks including policy and valuation

2026年投资方向

美股

Last week, I already reminded everyone that the probability of this round continuing to surge higher is very low. Looking at this week's trend, the S&amp;P 500 has continued to decline, with the core drag coming from the Nasdaq. The reason it's extremely difficult to reach new highs again in the short term is that unless there is a major stimulus beyond expectations, the market lacks new upward momentum. Current macro data such as employment and CPI have not deteriorated significantly, so the problem is not at the macro level, but rather that the internal structure of the tech sector is changing. In January this year, Anthropic launched agent plugins, beginning to penetrate professional fields such as law, sales, and finance...

VG S&P 500 Grw

Salesforce

Short Dow30 Pro

Intuit

Thomson Reuters

Proshares UltraPro Short QQQ ETF

ProShares Shrt QQQ

Direxion Nasdaq 100 Equal Weight Index shares

This Week's Review: Thoughts on Asset Reallocation Amid Volatile Downtrend

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&amp;P 500 (^GSPC) and the Nasdaq Composite (^IXIC) falling more than 1% this week...

Universal Logistics

The Dark Side of AI: Wall Street Weighs the Recent Stock Market Sell-Off and Its Disruptive Impact