The Mag 7 Earnings Reports have begun! Under the tariff storm, Tesla has sounded the "red alert," and Google is facing a "chain reaction" of tariffs.
In the latest guidance, investors will clearly discern which tariff risks have been fully absorbed by the market and which potential impacts have not yet been priced in.
Express News | Netflix jumps over 3% in pre-market trading after reporting record Q1 profits and projecting a doubling of ad sales this year.
Will the USA's chip restrictions on China have the opposite effect? Experts: Chinese manufacturers such as Huawei will benefit!
① Experts point out that the USA's suppression policy against China's chip industry may backfire, providing development opportunities for domestic Chinese chip manufacturers. ② It is reported that Huawei's latest Ascend 920 AI Chip is expected to go into mass production in the second half of 2025, and experts indicate it is already capable of replacing NVIDIA's H20 chip.
Technology Weekly | Investors Await Substantial Changes Brought by Lip-Bu Tan to Intel
Under the impact of tariffs, US multinational companies are increasing long-term MMF hedging to cope with Exchange Rates fluctuations.
USA multinational companies are extending the duration of their MMF hedging to protect their cash flow from potential Exchange Rates fluctuations caused by the tariff policies of the Trump administration.
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The trade war impacts the "beverage giants": Coca-Cola is smiling, while PepsiCo is crying.
Nearly all PepsiCo concentrated syrup supplied to the USA market requires a 10% tariff. Concentrated syrups produced by Coca-Cola for the USA market mainly come from Atlanta, Georgia, and the US territory of Puerto Rico. This means that beverages like Coca-Cola and Sprite are less affected by the tariff.
Trump wants to fire Powell? The French finance minister warns: this will damage the credibility of the dollar and the USA economy!
① The French Minister of Finance, Le Maire, warned that if Trump dismisses Federal Reserve Chairman Powell, it would jeopardize the credibility of the dollar and undermine the stability of the USA economy; ② Last week, Trump expressed his disappointment in Powell's cautious attitude towards interest rate cuts and posted on Social Media that Powell is not being fired quickly enough.
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Hyper on the track | The iPhone 17 series is affected by a shortage of core materials.
Cook was so anxious that he couldn't sleep.