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``` Amid the intense market volatility triggered by the artificial intelligence wave, Apple is becoming a safe haven for investors. The tech giant’s correlation with the Nasdaq 100 Index has dropped to its lowest in nearly 20 years, providing a rare alternative for funds seeking to avoid AI uncertainty. According

Nvidia CEO Jensen Huang personally hosted a dinner for the engineering teams of its partners last week, a rare move that highlights the strategic importance of the next-generation high-bandwidth memory HBM4 to the AI chip giant. As Samsung becomes the first to ship in the HBM4 race, whether SK Hynix

OpenAI is finalizing a new round of fundraising, which may raise $100 billion, and after completion, the company’s valuation will reach $830 billion. According to The Information citing insiders, SoftBank is expected to lead this round with an investment of $30 billion, divided into three phases throughout the year,

``` The software sector's pullback so far in 2026 is different from previous rounds of corrections driven by "slowing demand/rising interest rates": the market is more like discussing terminal value—can these companies still defend their profit pool ten years from now, and will their moats

Goldman Sachs’ latest analysis points out that the fundamentals of the U.S. labor market are undergoing profound changes. Due to the Trump administration's immigration restriction policies, net immigration has plummeted by 80%. This shift is redefining the level of job growth required to keep the unemployment rate

February 19—Boosted by the rebound in tech stocks and positive US economic data driving strong overnight performance in US equities, Asian stock markets generally rose. Heightened geopolitical tensions pushed up oil prices, and after posting the largest single-day increase since last October, crude oil continued its upward momentum. Australian