Top tech company strong as always.
The next wave of winners in China's AI sector will not just be "pick-and-shovel" providers.
WallStreetCN · Nov 2 22:43
Amid pressure on AI financing and a severe sell-off in tech stocks, Anthropic seeks to raise $3.5 billion in Japan, urgently requiring cash to support the expansion of AI computing power.
Zhitong Finance · Nov 2 18:09
Goldman Sachs: NAND supply and demand tightness may persist until 2027, with Kioxia's capacity virtually sold out.
cls.cn · Nov 2 17:57
Is AI immune to high interest rates? In the late stages of a bubble, markets are often rife with illusions.
WallStreetCN · Nov 2 17:26
The first batch of national and procurement standards for robots have been implemented, driving up the stock prices of Horizonrobot and Yuejiang.
CLS · Nov 2 13:38
Baron Investment | Alphabet's stock has suffered a sharp decline, but we will not sell.
Barron · Nov 2 09:52
Capital spending remains relatively restrained, winning market favor; Apple has surpassed NVIDIA to reclaim the top spot in global market capitalization.
Zhitong Finance · Oct 31 17:26
Weekend Reading | 33 Facts from Anthropic’s IPO Filing That You May Dislike but Cannot Ignore
LatePost · Oct 31 12:12
J.P. Morgan Asset Management on its 2027 Global Strategy: Bullish on Long-Term AI Demand
CLS · Oct 30 19:59
Bloomberg: Marvell Technology is set to acquire optical module manufacturer Lumentum, with the deal expected to be announced as early as next week.
WallStreetCN · Oct 29 07:09
AI cash burn meets funding bottleneck as Wall Street buyers begin to pull back
CLS · Oct 28 22:43
How significant is AI's contribution to the U.S. economy? Institutions offer varying assessments.
Zhitong Finance · Oct 28 20:14
$63 billion marks the largest AI infrastructure financing in history! Broadcom's CEO takes direct action, with Wall Street closely watching the "mega debt issuance" scheduled for Q1 next year.
WallStreetCN · Oct 28 08:50
AI computing power demand is straining advanced packaging capacity! Reports suggest Taiwan Semiconductor plans to raise prices by 10–20%, putting cost pressure on NVIDIA and Apple.
Zhitong Finance · Oct 27 21:09
NVIDIA Reportedly Overhauls Memory Strategy: Rubin Ultra Shifts to 8-Layer HBM4, GPU Bandwidth Cut by 13%
WallStreetCN · Oct 27 20:47
As the AI narrative begins to waver, risks long overlooked by the market are quietly coming to light.
WallStreetCN · Oct 27 20:24
As the shadow of Firmus’s setback lingers, is Anthropic stepping in to save the day? IPO gates open to Australian investors, with retail traders and trillion-dollar pension funds awaiting entry.
Zhitong Finance · Oct 27 17:20
Report: SK Hynix plans to deliver shareholder returns totaling KRW 50–60 trillion, a record-breaking scale.
WallStreetCN · Oct 26 21:38
AI Bubble Under Pressure: Is This the End of the Fire Sale, or the Next Buying Opportunity?
WallStreetCN · Oct 26 21:36
Wall Street Warning: The AI Trading "Canary" Is Crying Foul! CoreWeave Could Drag Down the U.S. Stock Market
Zhitong Finance · Oct 26 18:59
Is the GPU being bottlenecked by the CPU? Arm unveils a new benchmarking methodology
WallStreetCN · Oct 26 17:03
Markets tremble! As capital expenditure remains highly sensitive, the U.S. cloud computing trio releases earnings reports this week
WallStreetCN · Oct 26 16:03
Weekend Reading | Elon Musk's Ultimate Ambition: Building a Tech "Full-Stack Empire" and Seizing Control of the AI Industry's Lifeline
WallStreetCN · Oct 25 10:49
Weekend Reading | Market Cap Surges After Taking the Helm at Intel! Lip-Bu Tan in a Rare In-Depth Interview: Business Is Not a Zero-Sum Game; Do Not Fear Making Decisions and Assume Risks You Are Willing to Bear After Careful Consideration
The Intelligent Investor · Oct 24 13:43
