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“Expectations for hyperscaler capital expenditures in 2027 are overly conservative.” On June 12, Goldman Sachs economist Ryan Hammond published a report titled "More AI Capex, More Volatility," significantly raising forecasts for hyperscaler capital expenditures next year: the base scenario is $1.1 trillion, and the extremely optimistic scenario

``` SpaceX is about to go public, and Wall Street's product machine is running at full speed. SpaceX plans to officially go public this Friday, and several ETF providers are ready, aiming to launch leveraged and inverse ETF products linked to SpaceX as soon as next Monday. Cboe Global

``` In the history of hedge funds, the most valuable products are never "on the shelf," but remain internal to the fund company. During the Simons era at Renaissance Technologies, there was a product called the Medallion Fund. This product was managed long-term by the company's most

The central bank has chosen a difficult path: raising interest rates while the economy slows down. On June 11 local time, the European Central Bank announced in Frankfurt that it would raise its benchmark interest rate by 25 basis points—the first rate hike in nearly three years. This move

``` SpaceX goes public, and an unprecedented feast of wealth in venture capital history is coming to fruition. This Friday, SpaceX will officially debut on the US stock market, completing the largest IPO in history with an estimated valuation of around $1.8 trillion and raising $75 billion. The listing not

``` Kevin Warsh is about to preside over his first Federal Open Market Committee (FOMC) meeting since becoming the Chairman of the Federal Reserve. The bond market is holding its breath, trying to gauge how quickly and by what means the new leader will reshape the Fed's communication with