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Corning signs multi-billion dollar fiber optic contract with Verizon, as AI demand spills over from the chip layer to telecom operators.

Corning signs multi-billion dollar fiber optic contract with Verizon, as AI demand spills over from the chip layer to telecom operators.

The benefits of AI capital expenditure are spilling over from computing chips to network transmission infrastructure. As the demand for high-speed, low-latency connections from AI data centers continues to grow, fiber optics is becoming an increasingly important part of the expansion of AI infrastructure, and the demanders are no longer

SpaceX's increased weighting triggered $12.4 billion in passive buying, but the challenge of unlocking 2.3 billion shares is still ahead.

SpaceX's increased weighting triggered $12.4 billion in passive buying, but the challenge of unlocking 2.3 billion shares is still ahead.

The upcoming buying spree for SpaceX is not driven by improved fundamentals, but rather by a mechanical consequence of a little-noticed index compilation rule being triggered—the lifting of lock-up periods on shares that drive up the weighting is also the biggest potential source of selling pressure in the coming

Did you make a mistake with the "currency devaluation trade"? JPMorgan Chase: Don't rush to short the dollar; a better option is to short low-interest currencies.

Did you make a mistake with the "currency devaluation trade"? JPMorgan Chase: Don't rush to short the dollar; a better option is to short low-interest currencies.

"Currency devaluation trading" has been prevalent for many years, but if it is simply understood as shorting the US dollar, it may be a misguided approach. A recent analysis by JPMorgan Chase suggests that while fiscal deficits, inflation, and monetary expansion do drive capital flows to assets such

Unresolved tariffs become the biggest bullish factor for copper prices: Over one million tons of copper flow to the US, LME copper prices break $14,700, hitting a new high.

Unresolved tariffs become the biggest bullish factor for copper prices: Over one million tons of copper flow to the US, LME copper prices break $14,700, hitting a new high.

Copper prices have been hitting record highs, but the real driver of this surge is not a surge in demand, but rather a regional mismatch in global copper inventories: the unresolved expiration of the US refined copper tariff review has maintained a large arbitrage spread between New York and London,

Qualcomm partners with Amazon! The two companies will develop multiple generations of custom AI chips, targeting the next generation of data centers.

Qualcomm partners with Amazon! The two companies will develop multiple generations of custom AI chips, targeting the next generation of data centers.

Qualcomm and Amazon announced a multi-generation custom chip partnership, targeting next-generation large-scale AI data center infrastructure, marking a significant strategic move by Qualcomm in the data center AI chip market. According to an announcement released by both companies on September 8, 2026, the two companies will collaborate on multiple generations

The US has tightened its investment requirements for South Korea! South Korea is being asked to submit projects exceeding $350 billion and is trying to reduce the agreed amount.

The US has tightened its investment requirements for South Korea! South Korea is being asked to submit projects exceeding $350 billion and is trying to reduce the agreed amount.

The United States has made investment demands that go beyond the established framework in trade negotiations with South Korea, putting Seoul in a dilemma. According to Yonhap News Agency, the United States has requested South Korea to submit a batch of investment projects, the total amount of which exceeds the

Japanese media reports that the Bank of Japan plans to raise interest rates by 25 basis points next week, potentially accelerating the pace of rate hikes to once per quarter.

Japanese media reports that the Bank of Japan plans to raise interest rates by 25 basis points next week, potentially accelerating the pace of rate hikes to once per quarter.

The Bank of Japan is preparing to raise interest rates again at its meeting this month, with the pace of rate hikes significantly faster than before, and the signal of a policy shift becoming increasingly clear. According to a report by Japan's Kyodo News on September 8, the