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The super cycle is just beginning! Morgan Stanley: Traditional storage pricing power will be "further strengthened" in 2026.

The super cycle is just beginning! Morgan Stanley: Traditional storage pricing power will be "further strengthened" in 2026.

While the market’s attention is almost entirely focused on the buzz surrounding AI high-bandwidth memory (HBM), a recent research report from Morgan Stanley provides key insights for investors seeking non-crowded trades. According to Wind Trading Desk, on December 4, the Morgan Stanley team led by analysts Daniel Yen and

Unprecedented "burn rate"! Wall Street estimates: Before turning profitable, OpenAI will have accumulated losses of $140 billion.

Unprecedented "burn rate"! Wall Street estimates: Before turning profitable, OpenAI will have accumulated losses of $140 billion.

``` As the leader of the artificial intelligence wave, OpenAI is facing a grim reality: before reaching profitability, it may have to endure an astonishing loss of over $140 billion. The latest developments have heightened market caution. Recently, Deutsche Bank cited a forecast disclosed by OpenAI to investors, showing that by

This may be the most expensive and most closely watched IPO next year: OpenAI and Anthropic.

This may be the most expensive and most closely watched IPO next year: OpenAI and Anthropic.

The IPO race between AI giants OpenAI and Anthropic is becoming the focus of attention in the capital markets, with both companies exploring the possibility of going public. The latest development in this race, according to a recent report from the Financial Times, is that Anthropic, the developer behind the

Apple officially announces the Best App of the Year award, with the visual AI planning tool Tiimo taking the top spot.

Apple officially announces the Best App of the Year award, with the visual AI planning tool Tiimo taking the top spot.

Apple officially announced the list of winners for the 2025 App Store Awards on Thursday, continuing its tradition of recognizing the best apps and games of the past year. The visual AI planning tool Tiimo won the title of Best iPhone App of the Year, reflecting the deep integration of

"Shadow Fed Chair" Hassett speaks: The Federal Reserve should cut rates next week, expected by 25 basis points.

"Shadow Fed Chair" Hassett speaks: The Federal Reserve should cut rates next week, expected by 25 basis points.

Hassett stated that the Federal Reserve should cut rates at next week's meeting, and expects a rate cut of 25 basis points. This comes as Trump prepares to nominate a new Fed Chair, raising market attention to the direction of monetary policy. On Thursday, "shadow Fed chair&

The report claims that next year’s AI chip production is planned to increase twofold. Cambricon surged at the close, releasing a late-night “solemn statement”: Untrue.

The report claims that next year’s AI chip production is planned to increase twofold. Cambricon surged at the close, releasing a late-night “solemn statement”: Untrue.

``` On Thursday, December 4, AI chipmaker Cambricon’s stock price surged at the end of trading due to market rumors that it would significantly increase production capacity next year. Later that night, the company urgently issued a "solemn statement" refuting the rumors, stating that all company-related information circulated

After the redemption restriction controversy, leading PE firm Blue Owl raised $1.7 billion for a data center-focused fund.

After the redemption restriction controversy, leading PE firm Blue Owl raised $1.7 billion for a data center-focused fund.

Alternative asset management giant Blue Owl is accelerating its expansion in the digital infrastructure sector, raising $1.7 billion for its latest data center-focused fund. According to regulatory filings, on December 1, the non-traded real estate investment trust (REIT) Blue Owl Digital Infrastructure Trust completed its initial fundraising and began