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``` TSMC’s Q4 financial report and guidance both exceeded market expectations, but investors’ attention has shifted from the results themselves to deeper strategic issues. Just days after announcing strong results, the world’s largest semiconductor foundry faces investor questions about its aggressive expansion strategy, including why it sharply raised its

Deutsche Bank stated bluntly that the AI industry’s “honeymoon period” is over. While AI technology will persist, 2026 will be the industry’s toughest year, with themes of disillusionment, misalignment, and distrust intertwining and bringing severe challenges to the market. According to Chase Trading Desk, Deutsche Bank’s latest

As the competition in artificial intelligence shifts from mere algorithm and model battles to the race for physical infrastructure, tech giants are sparing no expense to secure energy supplies through acquisitions and vertical integration. Against an increasingly tight backdrop of electricity supply, “speed” and “grid access rights” have become key

The London Metal Exchange copper market has erupted in intense turmoil, with spot prices soaring above futures, indicating large-scale inventory withdrawals are underway. At the heart of this tug-of-war is the contradiction between the huge long positions held by three entities and the severely insufficient deliverable inventory, forcing short sellers

Given the continued pressure on the Korean won to depreciate, South Korea has decided to postpone a previously scheduled investment commitment to the United States of up to $20 billion this year. On January 20th, according to sources cited by Bloomberg, **this investment will be delayed until the foreign exchange

``` Although Donald Trump declared in his first year back at the White House that the US had become the world’s “hottest” country, the actual performance of financial markets painted a very different picture: Global stock markets significantly outperformed Wall Street in the first year of his term. According to