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Energy storage demand surges, electricity bottlenecks constrain supply. Morgan Stanley predicts: Aluminum will face a shortage ahead of schedule next year!

Energy storage demand surges, electricity bottlenecks constrain supply. Morgan Stanley predicts: Aluminum will face a shortage ahead of schedule next year!

Wall Street is revising its outlook on the aluminum market. In its latest heavyweight research report released on November 19, Morgan Stanley pointed out that the fundamentals of aluminum are undergoing a structural reversal. According to Wind-chasing Trading Desk, Morgan Stanley now predicts that the global aluminum market will fall

From OpenAI to Anthropic, Microsoft's new AI empire emerges!

From OpenAI to Anthropic, Microsoft's new AI empire emerges!

Microsoft is making a new move in its artificial intelligence chess game by deepening its cooperation with Anthropic, OpenAI’s main competitor, shifting its AI strategy from a single core bet to a more diversified platform layout. According to Wind Chasing Trading Desk, on November 18 local time, Microsoft and

Nvidia's earnings report sparks AI stock frenzy: a "breath-catching rebound" or a "valuation reset"?

Nvidia's earnings report sparks AI stock frenzy: a "breath-catching rebound" or a "valuation reset"?

``` Nvidia’s strong performance outlook has temporarily dispelled market concerns about a bubble in the artificial intelligence industry, igniting a frenzy for AI concept stocks worldwide. However, doubts over overvaluation and investment sustainability still loom over investors like a cloud. After this much-anticipated financial report was released, the market breathed

Everything can be bet on? Prediction market Kalshi launches "Labubu" prediction contracts, betting on the resale prices of popular sneakers and collectibles.

Everything can be bet on? Prediction market Kalshi launches "Labubu" prediction contracts, betting on the resale prices of popular sneakers and collectibles.

```Prediction market platform Kalshi is expanding its business territory from political elections and sports events to the consumer goods sector, marking an accelerated penetration of the prediction market industry—between financial trading and gambling—into the mainstream market. On Wednesday, Kalshi announced a partnership with sneaker trading platform StockX to

Partnering with Kalshi, Coinbase "enters" the prediction market

Partnering with Kalshi, Coinbase "enters" the prediction market

America's largest cryptocurrency exchange, Coinbase, is preparing to launch a prediction market business, allowing its cryptocurrency clients to place bets on events such as elections and sporting events. This business will be supported technically by prediction market company Kalshi, marking Coinbase's entry into this fast-growing but

To address power shortages, the United States plans to add up to 10 new nuclear reactors, which may be paid for by Japan.

To address power shortages, the United States plans to add up to 10 new nuclear reactors, which may be paid for by Japan.

The US government plans to procure and own up to 10 newly built large nuclear reactors in response to the surge in electricity demand brought by data centers and the development of artificial intelligence. On November 19, according to media reports, US Department of Energy Chief of Staff Carl Coe

How is the AI boom reshaping the global commodity supercycle?

How is the AI boom reshaping the global commodity supercycle?

Barclays believes the AI investment frenzy is fueling a global supercycle in commodities, representing significant opportunities for investors. According to SuiFeng Trading Desk, on November 19, Barclays Research published a report stating that as AI infrastructure construction continues to upgrade, the demand for certain minerals and rare earth elements will