All-Weather Media

Admin

"Nvidia, as wealthy as a nation: The troubles of having too much money?"

"Nvidia, as wealthy as a nation: The troubles of having too much money?"

Nvidia is accumulating cash at an unprecedented pace in the history of the technology industry, with the explosive growth of its free cash flow propelling the company to new heights of wealth accumulation. As enormous profits from the wave of artificial intelligence continue to pour in, the chip giant faces

Vaccination rates are declining, and former "star vaccine stock" Moderna has become the most shorted U.S. stock.

Vaccination rates are declining, and former "star vaccine stock" Moderna has become the most shorted U.S. stock.

Vaccine manufacturer Moderna has become the most shorted company in the S&P 500 index, with its stock price falling to pre-pandemic levels. As vaccination rates in the US continue to decline, this former star company is facing unprecedented challenges. According to media reports on Monday, short-selling data firm

Shenwan Hongyuan: The adjustment is just a "suspected bull market level."

Shenwan Hongyuan: The adjustment is just a "suspected bull market level."

**I. Adjustment is at the “suspicious bull market level”: The AI industry chain's “major industry trend is not finished + there are twists in the mid- and small-scale trends + temporarily insufficient cost performance in the major trend.” This is similar to the Growth Enterprise Market in early 2014, food

"Crypto-AI-U.S. stocks" are tightly linked, the era of "free money" has ended, and everyone is watching to see "when the crypto market will stabilize."

"Crypto-AI-U.S. stocks" are tightly linked, the era of "free money" has ended, and everyone is watching to see "when the crypto market will stabilize."

As the saying goes on social media: "We are all long Bitcoin, only some people don't know it yet." On November 24th, renowned Academy Securities strategist Peter Tchir warned in his latest report that with the end of the "Free Money" era, this hidden

Musk’s “sorrow”! Report says: There are still eight months left in the agreement, but DOGE “no longer exists.”

Musk’s “sorrow”! Report says: There are still eight months left in the agreement, but DOGE “no longer exists.”

The star project once high-profilely led by Elon Musk, aiming to drastically cut down the size of the U.S. government, is ending ahead of schedule in an unexpected way. The “Department of Government Efficiency” (DOGE), which once symbolized the Trump administration’s determination for reform, has been quietly dissolved

Insure Against "AI Causing Trouble"? Insurance Companies "Dare Not Take On"

Insure Against "AI Causing Trouble"? Insurance Companies "Dare Not Take On"

As companies rush to embrace the artificial intelligence wave, risks are quietly accumulating. Yet, the insurance industry—which ought to play the role of a risk "stabilizer"—is showing caution and withdrawal in response. According to the Financial Times on November 24, faced with potential billions of dollars

Morgan Stanley: The main risk in 2026 is that the "AI capital frenzy fails to boost productivity"

Morgan Stanley: The main risk in 2026 is that the "AI capital frenzy fails to boost productivity"

An AI-driven capital expenditure boom is taking shape, but there are also significant risks lurking behind it. Recently, Morgan Stanley painted an overall positive picture in its 2026 outlook report, believing that the AI-driven capital spending boom will be the main driver of the market. However, the bank also issued