US Stock Analysis
Microsoft's business growth drives its stock price up
As the earnings season approaches, many investors habitually focus on the changes in analyst ratings after the release of corporate earnings reports, believing that this is the key node for the market to re-evaluate the company's value. But in fact, keen investors have long realized that analysts' b
Is there more room for Amazon to run?
After months of escalating global trade tensions, the market is finally seeing signs of relief. Following the U.K.-U.S. trade agreement, the U.S. and China reached a trade consensus in Geneva on Monday, May 12. The U.S. slashed tariffs on Chinese goods from 145% to 30%, while China reciprocated by l
Qualcomm's Return to the Data Center CPU Arena: Will It Pay Off This Time?
1.Qualcomm is planning to launch a custom central processing unit (CPU) designed for data centers, with compatibility to connect seamlessly with Nvidia’s GPUs and software stack.2.The data center CPU market is currently dominated by Intel and AMD, while cloud giants like Amazon, Microsoft, and Googl
Second Half of 2025: Headed for a Market Meltdown or a New Leg Higher?
The marginal contribution of consumer spending to the market is weakening, and it may no longer serve as a core driver of sustained gains in U.S. equities going forward. The S&P 500 currently sits between its early-year high of 6,147 and its recent low of 5,800, reflecting a consolidation pa
Golden Cross Strikes Again: Is a New S&P 500 Bull Run Just Beginning?
As the second half of 2025 begins, the U.S. stock market has flashed a key technical signal. On Tuesday, July 1, the S&P 500 formed its first “golden cross” since February 2023—when the 50-day moving average crosses above the 200-day moving average.
Fed Doesn’t Rule Out Rate Cut in July
Fed Chair Jerome Powell stated that if summer employment data weakens and inflation comes in below expectations, it may be enough to trigger a rate cut.Powell noted that if not for concerns that tariffs could disrupt the progress the Fed has made in bringing inflation under control in recent years
Amazon has shown a strong breakthrough trend since the low point in April, with a cumulative increase of nearly 40%, and is now approaching the historical high set in February this year. Judging from the current technical chart, this rebound has not yet peaked, but is accumulating new momentum.
Even with the growing voices that "American exceptionalism is dead," the current trend of the U.S. stock market still suggests that a bull market seems to be coming. Entering 2025, market sentiment has experienced a dramatic reversal. Unpredictable trade policies, rising government debt, and downwar
Tesla's Challenges Go Beyond Musk's Political Actions
Recently, Elon Musk publicly criticized the "Big and Beautiful" bill signed by Trump and announced the creation of the "American Party."Tesla's global vehicle deliveries continued to decline in the first half of 2025.Despite Tesla's stock price plunge, Cathie Wood of Ark Invest remains
During this week's trading sessions, the U.S. stock market experienced moderate fluctuations driven by President Trump's new tariff policies, expectations of interest rate cuts, and upcoming Q2 earnings forecasts. The technology sector performed strongly, with semiconductor and artificial intelligen
TSMC Q2 Revenue Beats Expectations on Strong AI Chip Demand
TSMC’s Q2 revenue reached NT$933.8 billion (approximately US$31.95 billion), a 38.6% year-over-year increase, surpassing market expectations.The rapid growth of the AI chip market is the main driver of TSMC's performance.Despite facing tariff and supply chain risks, TSMC's outlook remai
