Top Videos. - Glebors

Global supply chain stress is near tipping point

The negative spillover effect from the trade war between US and China is self-evident, not only having huge impact on both countries' economic growth, but disrupting global supply chain significantly.

The euro is strengthening its global importance

To be honest, the competition in the predominance of currency is self-evident amid headwinds for the US dollar. Multiple negative factors including concerns over the US deficit, flip-flopping tariff policy as well as the threats to the independence of the Fed is dampening the sentiment around the greenback.

Air taxis are booming

It seems that demand for air taxis, which take off and land like helicopters do, has gained momentum in recent years. Despite the service faces regulatory and safety hurdles, but air taxis have been praised for its ability to cut traffic congestion and slash emissions.

Dividend stocks are the top priority for consistent returns--McDonald’s

Amid volatile markets given flip-flopping tariff policy and earning season as well as macro uncertainties persisting, investor sentiment by large extent is impacted by the uncertainty around earnings of major US companies and policy changes.

Meta's new product related to AI

AI competition is fierce, no matter inside or outside US. Tech giants successively unveil new products related to AI in order to win the AI arm race. Meta and EssilorLuxottica on Friday unveiled a new line of Oakley smart glasses

AI is going to totally revolutionize advertising market

The emergence of AI is disrupting and shaking up many industries and driving industry consolidation, including advertising market. Ad market is under structural pressure entailed by AI right now. And AI is going to make all the expertise available to everybody at extremely low cost.

UK might be in a goldilocks moment for Nvidia

UK has been touting its potential as global AI player in recent months, amid Prime Minister Keir Starmer's efforts to lead the government with a growth-focused agenda.

ChatGPT growth boosts OpenAI to hit $10 billion in annual revenue

OpenAI, which burst onto the scene with the release of consumer version of ChatGPT in late 2022, and began launching business products the following year has hit $10 billion in annual recurring revenue, or ARR.

Tesla's sales in Europe is eye-watering

It seems Tesla's CEO Elon Musk's incendiary rhetoric and political activities have made a dent to Tesla's brand value and reputation, which have declined since 2024, and further resulted in the sales drop of Tesla significantly in Europe.

AI will still be the main catalyst for markets

It seems the market's enthusiasm around AI has waned since President's "Liberation Day" on Apr2. The unexpected consequence of the tariff over the past month is the dampened investor mood over AI.

Emerging markets stocks are in the spotlight

Moody's recent downgrade of US credit rating reignites the "sell US" narrative, also makes the emerging market stocks back in the spotlight again.

Moody cuts U.S.′credit rating

Moody’s Ratings cut the United States’ sovereign credit rating,bringing the agency in line with its peers. Standard & Poor’s and Fitch Ratings have bumped down the U.S. from the top rating — which did so in 2011 and 2023 respectively.

Nvidia keeps itself at the center of AI proactively

Nvidia which has been under tariff-inflicted pressure is sparing no efforts to promote new products that are aimed at keeping the company at the center of AI development and computing.

Tesla will have robotaxis on the streets

Tesla CEO Elon Musk confirmed that the company will have robotaxis on the streets of Austin, Texas, by the end of June. Musk said Tesla aims to bring its robotaxis to Los Angeles and San Francisco following the planned Austin debut.

Top pick of stocks for long haul--Uber Technologies

The rising budget deficit is back in the spotlight as well as on the forefront of investors' minds. Negative headline is weighing on the markets, which however can provide a buying opportunity, especially for stocks which have strong fundamentals and growth potential.

Dividend stocks are the top priority for consistent returns--Home Depot

Amid volatile markets given flip-flopping tariff policy and earning season, investor sentiment by large extent is impacted by the uncertainty around earnings of major US companies and policy changes.

Nvidia regains most valuable company title

It seems multiple uncertainties have not impacted the business of Nvidia materially. Shares of AI chipmaker Nvidia has surged nearly 24% over the past month as company's business has been growing even though the headwinds in terms of export control and tariff shocks.

Dividend stocks are the top priority for consistent returns--ConocoPhillips

Amid volatile markets given flip-flopping tariff policy and earning season, investor sentiment by large extent is impacted by the uncertainty around earnings of major US companies and policy changes. It is a wise move for investors who are seeking consistent returns.

Top pick of stocks for long haul--CyberArk Software

The rising budget deficit is back in the spotlight as well as on the forefront of investors' minds. Negative headline is weighing on the markets, which however can provide a buying opportunity, especially for those stocks which have strong fundamentals and growth potential.

AMD spares no efforts to compete with Nvidia

It is expected that over the next few years, big cloud companies and countries alike are poised to spend hundreds of billions of dollars to build new data center clusters around GPUs in order to accelerate the development of cutting-edge AI models.

New workaround for changing trade landscape

Global trade landscape is changing significantly since the implementation and pause of tariffs, which makes both importers and exporters facing more challenges when operating their businesses. Amid complicated environment, businesses are finding a legal workaround for tariffs

US consumers will definitely pay the price of tariffs

The unleashed and temporarily, almost capriciously paused tariffs have made the governments around the globe feel headache when they have to figure out how to minimize the disruptions to their economies. To be honest, ironically, the victim of tariffs could be US consumers.

Tariff uncertainty overshadows global trade outlook

Reckless, flip-flopping trade policy implemented by President Trump stunned trading partners and global markets in early April, while overshadowing global trade outlook.

Perspectives from economists on tariffs

Sweeping reciprocal tariffs announced by President Trump which has raised concerns that unprecedented tariffs will tip US economy as well as global economy into recession is shocking the world like a bombshell.

The dollar is in a process of depreciation

More uncertainty around US policy-making has led to the dollar index weakening more than 9% this year. Also market watchers see further declines.The dollar is in a process of depreciation given that the investors are losing confidence in US economy.

ECB cut rates in response to deteriorated growth outlook

Facing more headwinds from tariffs implemented by Washington, which has created widespread uncertainty and spurred fears about euro zone's economic growth, ECB made another 25bp cut in response to deteriorated growth outlook.

Global technology stocks breath a sigh of relief

US-China trade tariff-pause has made global technology stocks breath a sigh of relief. US and China agree to suspend most tariffs on each other's goods, which shows a thawing of trade tensions between two largest economies.

Palantir emerges and joins the top 10 tech companies

The emergence of Palantir, which is a data analytics and artificial intelligence software firm makes it become a new member of top 10 US tech companies by market cap.

How to avoid money traps in a volatile market?

The huge volatility of financial market is self-evident since early April amid chaotic environment given variety of policy uncertainties and concerns around future economic outlook, how to avoid money traps in a volatile market is far more important.

Does the outlook for Nvidia still stay intact?

The emergence of China’s DeepSeek has scared Nvidia investors when it was released in January. Many AI observers said that DeepSeek’s model, which reportedly required fewer chips than models made in the U.S., threatened Nvidia’s business.

The Fed is backed into a corner materially

To be honest, the Fed is in an awkward situation when they make any monetary policy at this time around. Its dual mandates which are full employment and price stability catch the Fed in the middle.

Unsettled trade policy has changed the outlook of market

Since the beginning of 2025, global macroeconomic environment is way more complicated. US economic data is flashing red signal at this time around, despite keeping 2.3% growth rate and 4.1% unemployment rate for Q4.

US wealth effect is shrinking

The wealth effect had been keeping along with the long term upward trend of US equity market before the turbulence in Feb. Right now it seems that the trend is reversing based on the sharp decline of market since Feb18 given multiple uncertainties lingering, which is disrupting the confidence of investors substantially.

What drives Tesla shares' dramatic sell-off？

Tesla has been on a roller coaster ride since Musk went to Washington, D.C., to take on a major role in the second Trump White House, which of heading Trump’s advisory DOGE, which is engaged in a broad, controversial effort to reduce federal government spending and slash employee headcount at dozens of agencies.

The destructive trade policy has disrupted the market

The bearish sentiment is pervading the Wall Street right now, when the S&P 500 follows the Nasdaq into correction territory. After Thursday’s sell-off, the S&P 500 has joined the Nasdaq Composite in correction territory, which is typically taken to mean a decline of 10% or more from a recent high.

A narrative of stagflation is prevailing

Contrary to what many believe, investment research firm BCA Research sees that the economy is on the brink of a stagflation, given the weak economic data, dismal consumer spending as well as slower job growth. Ultimately the economy will tip into stagflation which is high inflation and slow growth.

China is trying to make a meaningful policy shift

Facing multiple headwinds both from internal and external, China is trying to make a meaningful policy shift to boost embattled economic growth by announcing plans to raise its fiscal deficit to “around 4%” of gross domestic product, which is a rare increase that marks a significant shift in policy.

China acknowledges a significant softening in domestic demand

China has been under deflationary pressure with nominal GDP growing slower than real GDP for the seventh straight quarter in the final quarter of 2024. Consumer prices climbed just 0.2% in 2024 and 2023, while producer prices have declined for over two years.

American exceptionalism are facing challenges

Right now this kind of notion is facing challenges given stagflation fears bubble up as Trump tariffs take effect and economy is slowing down. Also a growth scare in the economy has accompanied worries over a resurgence in inflation, in turn potentially rekindling an ugly condition that the U.S. has not seen in 50 years.

What is American Exceptionalism?

The narrative of ''American Exceptionalism" has been the core logic in global macro markets over the last several years, which bases on the outperformance of U.S. economy relative to the EU as well as the advantages in tech and policy flexibility.

Global trade war is looming again

Trade tentions around the globe have been mounting this year, especially after Donald Trump won the U.S. presidential election overwhelmingly, who floats the ideas that the U.S. will impose tariffs on almost all the imports, no matter where they come from.

Tech rally has driven capital to re-allocate into China

DeepSeek’s breakthrough in artificial intelligence has boosted investor sentiment around Chinese stocks, with a gauge of the country’s onshore as well as offshore shares soaring over 26% since its January low.

Private sector-the real pillar of Chinese economy

Private economy which has ever been dismissed is back into spotlight again, thanking to the emergence of Deepseek which shocked the entire AI world, which has made the central government re-recognize the significant role that the private sector has played in Chinese economy.

China steps efforts to adjust foreign investment policy

Recently the investment community has been keeping eyes on the emergence of China’s DeepSeek, which burst out of obscurity and into the center of the tech universe.

AI arm race is heating up

More than two years after ChatGPT's debut, generative AI continues to make astounding advances at breakneck speed. The technology that powers all-purpose chatbots is transforming many aspects of life with its ability to spit out high-quality text, images or video, or carry out complex tasks.

Alibaba--the transformational bellwether for AI

It is not an overstatement to say that Alibaba will be the transformational bellwether for AI. The cooperation with Apple is intensifying Alibaba's leading position in AI industry

Europe wants to be part of the AI race

Europe has been lagging in the arm race of AI significantly, where has long been seen by its critics as a place that has regulated the tech industry too heavily to the detriment of innovation.

The issue of data security raises questions about DeepSeek

Recently the investment community has been keeping eyes on the emergence of China’s DeepSeek, which burst out of obscurity and into the center of the tech universe.

A focus on stopping the competition can’t keep pace with innovation

U.S. has been sparing no effort to curb the AI development of China, including AI diffusion rules issued by President Biden to “regulate the global diffusion” of AI chips and models, which has been described to create a centrally planned global computing economy.

China’s deflation will persist significantly

For 2024, CPI rose 0.2%, in line with the previous year’s pace and well below the official target of around 3% for last year, suggesting inflation missed annual targets for the 13th straight year.

Can AI-powered robots solve a global labor shortage?

AI-powered robots are emerging across Silicon Valley. Mega companies such as Tesla, Amazon, Microsoft and Nvidia have poured amount of money into what are known as “humanoid” robots.

Alibaba bets on AI

Alibaba's partnership with Apple is changing its underlying valuation logic significantly. AI technology hopefully will be the important engine for Alibaba's growth for the foreseeable future.

Alibaba will be the biggest winner for AI in China

The cooperation between Apple and Alibaba is also a self rescue action to solve their respective difficulties. Based on this, the market responded to the news quite positively.

China Schedules Meeting Expected To Reveal Fiscal Stimulus

China will hold a highly anticipated meeting to reveal fiscal stimulus, which may include more monetary policy to support embattled property market as well as consumption.

Shoring Up Struggling Local Governmnet Or Focusing On Boosting Consumption?

It is not an overstatement to say that Chinese economy is on the edge of an abyss. Although Chinese governmnet has announced some economic stimulus since September, but that is far enough to support embattled economy.

China’s Electric Car Race Is Heating Up

Electric car race is heating up in China, Chinese electric car companies that are already engaged in intense price war are turning up heat on another front, which is chip-powered tech features.

What Is The Sticking Point For Chinese Economy?

Following a lackluster economic recovery last year from the pandemic, China as the world's second-largest economy continues to face significant economic headwinds due to a continuous decline in the real estate market and weak consumer confidence.

DeepSeek Shocked The AI World

China’s DeepSeek, which burst out of obscurity and into the center of the tech universe has rattled the U.S.-led AI ecosystem with its latest model, shaving hundreds of billions in chip leader Nvidia’s market cap.

Consumption--the real catalyst of Chinese economic recovery

China’s economic challenges have given rise to deflationary pressures that present a global concern and are likely to accelerate in the coming quarters. The stimulative measures are far less sufficient to push the economic recovery

Calibrate The Trajectory Of Chinese Economy

Facing the headwinds in economic development, Chinese govenment should step up the efforts to pivot toward increasing household income and stimulating the consumption, rather than continuing to rely on the traditional growth engines such as investment and export.