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The wave of AI Agents and US Treasury yields are splitting the US stock market into two worlds: Meta's release of the Muse model boosted its market value by $220 billion in a single week, propelling the Nasdaq's standout performance; however, excluding AI stocks, the S&P 500 actually fell 1% this week, with the number of new lows on the New York Stock Exchange surpassing new highs for nine consecutive days, signaling the near end of "breadth trading." Goldman Sachs bluntly stated that this is a "frustrating cat-and-mouse game" between the stock market and interest rates—any breakout can be snuffed out by the bond market at any time, so equity holders must short US Treasury bonds to hedge simultaneously.
Hopes for a ceasefire between the US and Iran encounter obstacles again! Trump rejects Iran's seven-day proposal; inflation pressure under $100 oil prices remains difficult to ease
Trump rejects a ceasefire with Iran, and it is expected that bombings will occur again after the midterm elections. The president doubts whether Tehran will meet his demands.
Tesla ramps Optimus production 10-fold but robot hands are holding Elon back
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