Focus on AI Trends

Google and Caterpillar emerge as 'big winners' as AI and earnings reports overshadow the impact of geopolitical tensions, with US equities in April posting their strongest performance since 2020.

wallstreetcn · May 1 13:59

Anthropic plans to expand access to the Mythos model, but the U.S. government opposes it.

wallstreetcn · Apr 30 23:48

Google: Cloud business "soaring" outpaces competitors, but $190 billion in capital expenditures is the real gamble.

wallstreetcn · Apr 30 17:57

One unit per hour! Figure's third-generation robot production accelerates, could the industry be entering an 'arms race'?

cls.cn · Apr 30 13:39

Earnings Preview | Private Credit Market Faces 'Major Test'; Blue Owl (OWL.US) to Become Key Barometer of Industry Health

Zhitong Finance · Apr 29 20:55

Zhipu and Minimax are about to enter the Hang Seng Tech Index and the Shanghai-Hong Kong Stock Connect, marking the moment when AI reshapes the Hong Kong stock market.

wallstreetcn · Apr 29 11:13

Google accelerates AI cooperation with the Pentagon following Anthropic's lawsuit against the Trump administration.

Futu News · Apr 29 06:17

Efficiency Boosted 9 Times! NVIDIA's New Model Nemotron 3 Nano Omni Targets Intelligent Agent Deployment, Integrating Speech, Vision, and Reasoning Capabilities

wallstreetcn · Apr 29 02:57

Amazon Web Services (AWS) and OpenAI announced the expansion of their partnership.

Futu News · Apr 29 01:23

Analysts: Micron and SanDisk are expected to rise by 33% and 26%, respectively.

Barron's · Apr 29 01:08

OpenAI refutes concerns about a growth slowdown, stating that both consumer and enterprise businesses are operating at 'full capacity.'

Zhitong Finance · Apr 29 00:02

CoreWeave urgently clarifies: OpenAI is not the only key partner; Meta, Microsoft, and Google are also esteemed collaborators.

wallstreetcn · Apr 28 23:45

AI Disrupts the Most Obscure Link: Terminal Value Fluctuations Are Reassessing the Entire U.S. Stock Market

wallstreetcn · Apr 28 22:10

OpenAI's growth slowdown shakes the market! Related stocks under pressure, casting a shadow over its IPO prospects.

Zhitong Finance · Apr 28 21:32

Oracle, CoreWeave, AMD, and others were affected by OpenAI's failure to meet its targets, raising market concerns about the return on AI investments.

wallstreetcn · Apr 28 21:09

If the IPOs of SpaceX, OpenAI, and Anthropic — the 'Big Three' — fail, it would be a disaster for AI.

wallstreetcn · Apr 28 09:07

More than 580 Google employees have signed a petition urging the CEO to reject classified AI contracts with the U.S. military.

wallstreetcn · Apr 28 05:08

Bridgewater executive warns: AI poses an 'existential risk' to traditional software companies.

cls.cn · Apr 28 01:01

DeepSeek V4 Explained: Cost Reduction, Efficiency Enhancement, and Agent Optimization

CSC Financial Co., Ltd. · Apr 27 12:35

GPT-5.5 VS DeepSeek-V4: The 'Yalta Moment' for Large Models Has Arrived

Brocade · Apr 27 10:41

Goldman Sachs: What Does DeepSeek V4 Mean for China's AI?

wallstreetcn · Apr 26 16:35

Weekend Reading | OpenAI's Altman Latest 10,000-Word In-Depth Discussion: Many People Are Misusing AI; Computing Power Is Not a Cost, but a Profit Center!

wallstreetcn · Apr 25 14:29

Google Cloud CEO: Proprietary TPUs build competitive moats; the eighth-generation chip is set to release soon, with external demand already surpassing supply limits.

wallstreetcn · Apr 25 13:31

The wave of intelligent agents is here! CPUs and storage are booming, with Wall Street cheering on the continued rise of AMD and ARM.

Zhitong Finance · Apr 24 22:56