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Bank of Japan hawkish member: Raise interest rates every few months, with a neutral rate target of 2%.

Bank of Japan hawkish member: Raise interest rates every few months, with a neutral rate target of 2%.

``` Bank of Japan's most “hawkish” official speaks out: Accelerate the pace of rate hikes, pushing interest rates toward the neutral level of 2%. Naoki Tamura, Policy Board Member of the Bank of Japan, gave a speech on Thursday, clearly calling for the central bank to raise rates every

The bigwig who sold Micron: held for six years, cleared out in 2023, and the stock price rose 15 times afterward.

The bigwig who sold Micron: held for six years, cleared out in 2023, and the stock price rose 15 times afterward.

Here is the English translation: --- Spent 6.5 million yuan to buy a lunch with Buffett, yet this Indian “Buffett” missed out on 2 billion USD profits on Micron. “Buffett's disciple,” world-renowned value investor Mohnish Pabrai, established a position in Micron in 2017 and exited completely in

Corning launches glass optical interconnect technology, targeting the CPO market

Corning launches glass optical interconnect technology, targeting the CPO market

On June 24, Corning officially launched the Glass Bridge optical interconnect component at the AI Data Center Optical Communication and Interconnect Technology Conference held at POSCO Tower Yeoksam in Seoul. This is a glass optical connector that directly connects photonic integrated circuits (PIC) and optical fibers, targeting primarily the Co-Packaged

"‘Storage Super Cycle’ in Kioxia's Financial Report: Apple Orders Surge, Raw Material Inventories Soar, Entire Industry Chain Rushing to Get Ahead"

"‘Storage Super Cycle’ in Kioxia's Financial Report: Apple Orders Surge, Raw Material Inventories Soar, Entire Industry Chain Rushing to Get Ahead"

``` Morgan Stanley’s latest analysis of Kioxia’s financial report reveals a “supercycle” brewing in the storage industry. On June 25, according to information from Chasing Wind Trading Desk, the core conclusion of Morgan Stanley’s latest research points to one signal: the supercycle in the storage industry is accelerating,

JPMorgan leads as major U.S. banks spark a dividend surge after passing stress tests.

JPMorgan leads as major U.S. banks spark a dividend surge after passing stress tests.

``` After passing the Federal Reserve's annual stress test, major U.S. banks have collectively raised dividends and launched buybacks, returning large amounts of capital to shareholders and continuing the increasingly proactive dividend trend in recent years amid looser regulations. On June 25, according to Bloomberg, after the results

Nvidia and SpaceX lead massive debt issuance as U.S. investment-grade bond issuance hits a record in June.

Nvidia and SpaceX lead massive debt issuance as U.S. investment-grade bond issuance hits a record in June.

``` Nvidia and SpaceX each issued $25 billion in high-grade bonds, driving the U.S. investment-grade bond market to set a new monthly issuance record in June. This reflects how the AI infrastructure boom is deeply reshaping the debt market. On June 25, according to Bloomberg data, this month’s issuance

Explosive earnings report! Micron shuts the bears up.

Explosive earnings report! Micron shuts the bears up.

Micron Technology ended market doubts about the sustainability of the AI investment boom with a historic financial report. After the market closed on Wednesday, Micron released its third quarter results, with revenue, profit, and next quarter guidance all exceeding Wall Street expectations. Its stock price surged 14% after hours, driving