Key News
1. Fed's Williams: Continued supply shocks cannot be ignored.
2. Citi: Remains bullish on US stocks, maintains an overweight view, and will increase investment exposure during market corrections.
3. Goldman Sachs: The top five US hyperscale cloud service providers will increase spending on artificial intelligence infrastructure by 54% to $1.2 trillion in 2027, exceeding Wall Street expectations.
4. Following the release of US durable goods data, the yield on the 30-year US Treasury note rose 1.85 basis points to 5.481%; the yield on the 10-year US Treasury note rose 2.36 basis points to 5.186%.
Stock News
1. Deutsche Bank: Lowered its price target for PayPal from $60 to $55.
2. Deutsche Bank: Raised its price target for Meta from $750 to $820.
3. Market news: Millennium Management's new round of fundraising attracted $30 billion in client demand.
4. According to Japan's Kyodo News, Honda is considering investing 400 billion yen to build a hybrid vehicle factory in Ohio.
5. Microsoft: Launches a new Copilot with Home, Code, and Autopilot features. "Office in Copilot" brings the full functionality of Word, Excel, and PowerPoint into Copilot.
