Palantir Shares Tumble 12% as Soaring Valuation Overshadows Revenue Beat
After Buffett "hands over the baton", Berkshire has made substantial bottom-fishing purchases, while retail investors gamble on the enduring faith in the "stock god".
On Monday, retail investors invested more than 24 million dollars in Berkshire Hathaway Class B Stocks.
Goldman Sachs outlook for the May Federal Reserve meeting: the threshold for interest rate cuts is higher than in 2019, and it is necessary to wait for employment and other hard data to weaken.
Analysts including Jan Hatzius from Goldman Sachs have stated that inflation and inflation expectations based on surveys are currently much higher, and decision-makers need to see more compelling evidence of an economic slowdown before taking action. The strongest argument for interest rate cuts would be if Federal Reserve officials believe that data indicates the unemployment rate may continue to rise, which means that other signs such as rising unemployment, weak wage growth, and companies becoming cautious or weak demand growth need to be observed.
U.S. Treasury Secretary and USTR to Meet With Chinese Counterparts Amid Possible Break in Trade War
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.
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."
Giovanni Scioli : There is no evening star !
Cui Nyonya Kueh : Good night America
