GMT EIGHT - Stocks - US Stock

New U.S. tax policies propose to tighten subsidies for the "windfall" subsidy, causing Danish energy giant Orsted and the U.S. solar panel sector to collectively slump.

On Monday, the stock price of Danish energy giant Orsted A/S plummeted, while most US solar energy concept stocks also fell before trading. This volatility stems from the latest tax and spending bill draft released by the US Senate, which proposes a stricter adjustment to tax incentives for renewable energy.

Bitcoin's Market Dynamics and the Evolving Crypto Landscape

Bitcoin's value recently surged past $107,900 amid fiscal policy debates in Washington and a wider crypto market shakeout. While Bitcoin's dominance grows, altcoins face steep declines, highlighting a shift towards a more regulated, institutionally-driven crypto landscape. The market's future hinges on legislative progress, investor sentiment, and the evolving role of digital assets.

The Federal Reserve's stress test shows resilience, and Citigroup's stock price is expected to outperform its Wall Street peers based on its "value" attributes.

In the United States, Citigroup Group (C.US) is the bank with the lowest valuation based on the price-to-book ratio among large banks.

Guo Mingchi: It is expected that Apple Inc. (AAPL.US) will begin releasing the Apple Vision series and smart glasses products from 2027.

Guo Minghao pointed out that Apple sees head-worn devices as the next key trend in consumer electronics, and is expected to release multiple products starting from 2027.

Newmont Mining (NEM.US): A treasure trove of gold stocks obscured by cost anxiety?

The current market is still fixated on short-term costs and operational disruptions, but it is overlooking the long-term value creation narrative that Newman Mining has built - the company now has an irreplaceable portfolio of first-class assets, a strong balance sheet, and the ability to generate substantial free cash flow in the current gold price environment.

Citi raises EchoStar's target price to $28.5, strategic update countdown and spectrum reassessment proceed in parallel.

A research report released by Citigroup on June 24 showed that the firm maintained a "neutral" rating on EchoStar, but raised the target stock price from $27 to $28.50.

Alphabet Inc. Class C research data supports YouTube, Citigroup raised Alphabet (GOOGL.US) target price.

Citigroup Group released a report on June 24, reaffirming its "buy" rating on the stock based on positive channel research data for Google Search and YouTube business, and raising its target stock price from $200 to $203.

UBS Group AG (UBS.US) has launched a stock buyback plan of up to $2 billion.

UBS (UBS.US) announced on Monday that it is launching a stock buyback plan worth up to $2 billion.

Order volume reaches a new high. Morgan Stanley maintains a "buy" rating for Loar (LOAR.US)

"JP Morgan maintains a "buy" rating on aero parts manufacturer Loar (LOAR.US) with a target price of $100."

Shell (SHEL.US) is committed to increasing shareholder returns: spending $63.8 million to repurchase shares.

On June 24th, Shell confirmed that it repurchased 3.3 million shares through various trading channels.

Goldman Sachs Group, Inc.: Diversified businesses boost performance outlook, initiates a "buy" rating on Tyson Foods, Inc. Class A (TSN.US)

Goldman Sachs initiates coverage on Tyson Foods (TSN.US) with a "buy" rating and a target price of $67.

Pfizer Inc.'s new antibacterial drug Sivuono has been approved in China.

Pfizer's new antibacterial drug Sufuno has been approved in China.

UBS Group AG: The wave of investment in warehouse automation is gathering momentum, and Cognex (CGNX.US) is expected to become a big winner.

Automated equipment suppliers will face major opportunities, with machine vision company Cognex (CGNX.US) being a major beneficiary.

OpenAI is no longer "All In" NVIDIA Corporation (NVDA.US) and is instead investing in Alphabet Inc. Class C (GOOGL.US) TPU to break the monopoly of chips!

According to reports, OpenAI has begun using AI chips manufactured by Google to build products, including ChatGPT, marking its first major shift away from solely relying on NVIDIA chips.

Meta (META.US) hires 4 more OpenAI core researchers, spends money to attract talents to accelerate catching up in the AI competition.

The news claimed that Meta has poached four AI researchers from OpenAI.

NVIDIA Corporation's market value soars, executives take advantage to cash out over $1 billion.

According to reports, executives and board members of Nvidia have sold over $1 billion worth of company stocks in the past year, with a significant portion of the transactions occurring in recent weeks.

GE Vernova (GEV.US) is considering selling its industrial software business Proficy for as much as $1 billion.

According to reports, American power equipment manufacturer GE Vernova (GEV.US) is considering selling its industrial software business Proficy.

Preview of US stocks|The largest agricultural B2B platform in China is poised to impact the NASDAQ, how much is the value of YMT.US?

After nearly 14 years of accumulation and precipitation, Yi Mu Tian has developed into China's largest agricultural B2B platform, and has recently begun to impact the capital market.

Intel Corporation's senior management continues to experience turmoil, as the Chief Strategic Officer is set to resign soon.

Intel's Chief Strategy Officer Safroadu Yeboah-Amankwah is about to resign, making it the latest personnel change since Chris Luj was appointed as the head of the chip manufacturer in March.

Buffett donates $6 billion worth of Berkshire (BRK.B.US) stock to five foundations.

Warren Buffet donated $6 billion worth of Berkshire Hathaway Inc. (BRK.B.US) stock to the Gates Foundation and four family charitable organizations on Friday.

Seeking Coverage

Being Writer

Exploring Cooperation