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Lead report
美股
Lead report
Big Tech Earnings Diverge: Apple and Tesla Struggle, Nvidia Leads Nasdaq Outlook
Apple and Tesla's disappointing earnings contrast with Nvidia's AI-driven outperformance, creating a split in big tech. The Nasdaq faces short-term pressure but long-term growth remains intact, with Wall Street cautiously optimistic.
美股深度研报
Big Tech Earnings Season Begins: Can AI Investment Returns Rescue the Nasdaq?
As the Nasdaq hovers at highs, earnings from Apple, Nvidia, and other tech giants will test the AI narrative. This analysis explores how AI investment return expectations could impact market sentiment and index performance.

美股
Nasdaq Leads Tech Selloff as Wall Street Eyes Fed Policy Signals and Big Tech Earnings
An analysis of recent Nasdaq volatility, combined with delayed Fed rate cut expectations and diverging Big Tech earnings, explores the shift in US stock market sentiment from optimism to caution.
