Big-Tech’s PerformanceWeekly macro storyline: Trump’s adrenaline, Powell’s indifferenceThe week started off optimistically, as the "win-win" outcome of the Geneva talks between China and the U.S. exceeded expectations, boosting risk assets on both sides. However, Fed Chair Jerome Powell took a tough stance, stating that the Federal Reserve is re-evaluating its policy framework—modifying references to "average inflation targeting" and "underemployment"—shifting to stricter inflation control (targeting close to 2%) and remaining vigilant about an overheating labor market. This implies the Fed will insist on waiting for post-tariff-impact data before considering rate cuts, and the 2% inflation target is now interpreted as more immediate than long-term—essentially a direct challenge to Trump.C
Tesla $350: Can its Stock Rocket Rally Till June?
At a forum in Riyadh, Elon Musk thanked the Kingdom for approving Starlink and expressed hopes to introduce Tesla's autonomous Robotaxi service in Saudi Arabia in the future. Now that Tesla has held above the $300 mark, could it continue to break higher? Do you believe Robotaxi will really launch this year? Tesla also released a new video of its humanoid robot today — are you optimistic about Optimus?
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