U.S. stocks closed: Trade uncertainty rises, and the three major Indexes collectively declined.

① The CEO of NVIDIA stated that the AI market in China is expected to reach 50 billion dollars; ② AMD's revenue in the first quarter was 7.44 billion dollars, a year-on-year growth of 36%; ③ Super Micro Computer's net sales in the third quarter were 4.6 billion dollars, falling short of expectations.

cls.cn17:32 ET

Wall Street giant Paul Tudor Jones: It is still very likely that the U.S. stock market will hit new lows, and AI poses a threat to survival.

Paul Tudor Jones expressed a pessimistic view. He stated that even if USA President Trump eases tariff policies, the US stock market is still likely to create new lows, unless the Federal Reserve is very dovish and significantly lowers interest rates. He is increasingly concerned about the dangers posed by AI and warns that this risk is not limited to impacts on the stock market and economy; he sees AI as a "survival threat."

wallstreetcn13:53 ET

US Morning News Call | India Proposes Zero-For-Zero Tariffs On Steel, Auto Parts

Moomoo Breakfast USMay 6 07:45 ET

Deutsche Bank: The sell-off of USA Assets has been excessive.

Deutsche Bank pointed out that at the beginning of April, the USA market experienced significant volatility, but the panic regarding the dollar, USA Consumer data, and overall confidence in USA Assets may be exaggerated. From a relative valuation perspective, some cyclical USA Consumer stocks may begin to show investment attractiveness. Although policy volatility may persist, the narrative of "selling dollar Assets" may have reached its peak.

wallstreetcnMay 5 23:42 ET

U.S. stocks closed: The three major Indexes all fell, with Berkshire dropping over 5%.

① Apple issued bonds for the first time in two years; ② The Board of Directors of Berkshire Hathaway voted to appoint Abel as CEO, while Buffett continues as Chairman; ③ The reorganization plan of OpenAI had to change and will continue to be controlled by a nonprofit entity.

cls.cnMay 5 17:17 ET

US Morning News Call | Trump Says He Wants a Fair Trade Deal with China

Moomoo Breakfast USMay 5 06:19 ET