Austan Goolsbee warns that high oil prices from the Iran war may prevent the Federal Reserve from cutting interest rates until 2027, prolonging inflation above the 2% target and leading to a "higher for longer" interest rate scenario.
U.S. equities, led by a 1.96% rise in the Nasdaq Composite, closed significantly higher, driven by a rebound in tech stocks like Nvidia and Amazon. Chinese tech stocks also surged, reflecting renewed investor interest.
Ed Yardeni, president of Yardeni Research, reaffirmed in April 2024 interviews that the S&P 500 index bottomed on March 30, 2024, and maintained his year-end 2026 target of 7,700, according to his published commentary. Yardeni stated that investor focus has shifted away from geopolitical tensions to
量化交易巨頭Jane Street Group宣布投資AI雲端服務商CoreWeave 10億美元,計畫總支出達60億美元,並取得NVIDIA Vera Rubin晶片使用權,此舉旨在加速其AI軟體的開發。CoreWeave正努力降低對單一客戶依賴,並轉型為整合型AI基礎設施平台。此投資顯示Jane Street加強AI領域的布局,並借助高效算力提升交易優勢。