Google and Meta's earnings reports exceeded expectations but still faced selling pressure. Are investors overreacting?The market value of the Nasdaq has evaporated by approximately $800 billion in two days! When will the sell-off of technology stocks end?Amazon warns of weak consumer spending, Q3 cloud growth slower than competitors, stock falls after-hours despite 5% initial increase | Earnings ReportIntel's Q3 results and outlook for the next quarter are positive, with a strong after-hours surge of 8% despite the lack of growth in server chips.Intense price wars have taken a toll on luxury carmaker Mercedes-Benz, as its revenue and profits have declined, leading to a significant drop in its stock price. | Insights from the Earnings ReportAre the turbulent times for the US stock market just beginning as the financial reports of tech giants disappoint?Real estate developers have finally seen a glimmer of hope.High interest rates suppress car consumption! Following Tesla, Porsche also issues a loud warning."New Stock Performance" - Extreme Rabbit Express-W opens at a low of 4.2% in the pre-market and is trading at 11.5 yuan.Confirmed monopoly? Court documents reveal how Google curbs Apple's search ambitions.OpenAI's "dilemma," Microsoft's "shrewdness," and a classic move worthy of being "written into textbooks."Meta and Google have reported outstanding performance, but why is the market not buying it?Hong Kong Electric has announced that the fuel surcharge for November will be reduced to HKD 0.489 per kilowatt-hour, a monthly decrease of 10.8%.The "demand winter" for electric vehicles has arrived, and Wall Street is shouting to escape quickly.Meta Q3 Conference Call: AI is a top priority for 2024, revenue outlook uncertain for next yearGoogle's post-earnings plunge is reminiscent of Tesla's misfortune. It turns out that overvaluation is to blame!Apple's multiple online services have seen a significant price increase. It is rumored that they will release a new model of AirPods next year.Goldman Sachs: US government may shut down for 2-3 weeks in November.After fourteen years, there will be a change in leadership at Morgan Stanley! Ted Pick will be appointed as the new CEO, while James Gorman will step down.There is hope that the six-week-long strike will come to an end! Ford Motor Company is reportedly close to reaching an agreement with the union, which may result in an actual salary increase of 30%.Zero Run Motors plans to issue subscription shares to Stellantis and establish a joint venture company to expand its international layout.Strong advertising, cost reduction is effective, but Meta's warning of a huge loss in the metaverse! Meta's stock soared after hours and then fell | Earnings Report InsightsThe Nasdaq plummeted 2.4%, marking its worst performance in eight months. Google's stock fell over 9%, its worst in three and a half years. Meanwhile, long-term bond yields surged more than 10 basis points.Following in the footsteps of Netflix, Apple TV+ is raising its prices. It is set to release new high-end and affordable versions of AirPods next year.The demand for electric vehicles in the United States is cooling down! General Motors and Honda's plan to produce a $30,000 affordable electric vehicle has also been abandoned.Liu Qiangdong faces a challenging autumnUS stock index futures show mixed movements, with Google's pre-market drop exceeding 6%. US bond yields are once again on the rise.Tech Giants AI Battle: Microsoft Leads, Google Slows Down"Super Mergers and Acquisitions" in the oil industry are happening frequently, but is the "twilight of old energy" still far away?Amidst a chorus of bearish voices, the "50 cent" trader takes a bold bet on the "surge of the Japanese yen".Big models are rolling out so fast that even OpenAI is struggling with the "pricing" issue.Not only the Federal Reserve, but also the central banks of the United Kingdom and the United States are losing control over interest rates.iPhone 15 prices plummet, Apple is in a hurryInsights into ISSB Guidelines: Opportunities and Challenges for BusinessesIn the media's perspective, what makes a good ESG story?From One to Many: ESG and Corporate Value
ESG (Environmental, Social, and Governance) factors have become increasingly important in the business world. Companies are realizing that their environmental and social impact, as well as their governance practices, can significantly affect their long-term success and value.
In the past, the focus was primarily on financial performance and shareholder value. However, this narrow perspective is no longer sufficient in today's society, where stakeholders, including customers, employees, investors, and regulators, are demanding more transparency and accountability from companies.
ESG factors encompass a wide range of issues, such as climate change, resource management, labor practices, diversity and inclusion, ethical business conduct, and board composition. By addressing these factors, companies can not only mitigate risks but also seize opportunities for innovation and growth.
Investors are increasingly incorporating ESG considerations into their investment decisions. They recognize that companies with strong ESG performance are more likely to generate sustainable returns and withstand market volatility. As a result, companies that prioritize ESG are attracting more capital and enjoying a competitive advantage.
ESG is not just a trend; it is a fundamental shift in how businesses operate and create value. It requires a holistic approach that integrates sustainability into every aspect of a company's strategy, operations, and culture. Companies that embrace ESG as a core part of their business model are not only contributing to a more sustainable future but also enhancing their own long-term value.
In conclusion, ESG is no longer a nice-to-have; it is a must-have for companies that want to thrive in today's complex and interconnected world. By aligning their business practices with ESG principles, companies can build trust, attract talent, foster innovation, and ultimately create long-term value for all stakeholders.Can AI make money now?AI is everything! Microsoft and Google release their earnings reports on the same day, and the market's attitude is clear.Google's third-quarter earnings report is generally positive, but the growth rate of its cloud business has slowed to 22%, which is lower than expected. As a result, the stock fell 6% after hours.Intel and Apple's formidable rival has arrived: Qualcomm releases AI PC chip.The Nasdaq rose nearly 1%, the Chinese concept index surged 4%, Xiaopeng Motors soared over 10%, and long-term bond yields moved away from a 16-year high.NVIDIA, Microsoft, and AMD all in one fell swoop! Lenovo officially announces a heavyweight AI collaboration, unveiling the first AI PC.The ongoing strike in the US automotive industry has escalated with an additional 5,000 people joining, all of whom are targeting the profit engine factories.Morgan Stanley CEO slams the Federal Reserve and other economic forecasts for being wildly inaccurate, stating that excessive fiscal spending will offset the benefits of interest rate hikes.Is AI making a comeback? Is Apple about to enter the "burning money mode"?How big is the demand for AI? Is AI making money? Focus on Microsoft's Q3 earnings report.Earnings Report Preview | Microsoft Q1 Earnings Report is Coming, Can Cloud + AI Become a Revenue Generator?How exaggerated is the 'weight' of the 'weight-loss drug star' Novo Nordisk? One stock accounts for 50% of the index weight.Musk's Worries: Most Top Advertisers Have Withdrawn from X PlatformHong Kong Dollar Interest Rates Rise Across the Board, Overnight and One-Month Rates Reach One-Week Highs