All-Weather Media

Admin

Will the "Trump deal" backfire after the election?

Will the "Trump deal" backfire after the election?

Over the past year, investors who followed the Trump administration in acquiring stakes in publicly traded companies have made a fortune. However, with the midterm elections approaching and the Democrats poised to regain control of at least one house of Congress, this government-backed stock market boom is facing multiple risks—

Key events next week: China's PMI and US non-farm payrolls, Fed Chair Waller's speech, Tesla's Cybercab, Broadcom and Zhipu's earnings reports.

Key events next week: China's PMI and US non-farm payrolls, Fed Chair Waller's speech, Tesla's Cybercab, Broadcom and Zhipu's earnings reports.

A summary of major financial events for the week of August 30th - September 7th, all times are Beijing time: The Financial Calendar reminds you of the key points to watch next week: On the macroeconomic front, pay attention to China's PMI and the US non-farm payrolls. China&

The Jackson Hole convention has concluded. Besides Walsh's "hawking" (referring to a high-profile event), here are some key points.

The Federal Reserve's annual Jackson Hole Economic Symposium has concluded. In addition to Fed Chairman Kevin Warsh's hawkish debut, several global central bank officials also released key signals, and the political turmoil has not yet subsided. According to an article on Wall Street Insights , Warsh explicitly

Significant progress in Intel 14A: Defect reduction rate reaches best level since 22nm.

Significant progress in Intel 14A: Defect reduction rate reaches best level since 22nm.

Intel's 14A (1.4nm) process has achieved a faster-than-expected decrease in defect density, marking its best performance since 22nm. CFO David Zinsner stated at Deutsche Bank's 2026 Technology Conference, "We haven't seen this kind of performance since 22nm." The 14A is planned

AI profit structure: For every $100 in revenue generated by model companies, $35-40 flows to cloud providers, bringing them $10-20 in operating profit.

AI profit structure: For every $100 in revenue generated by model companies, $35-40 flows to cloud providers, bringing them $10-20 in operating profit.

For every $100 earned by an AI model company, approximately $35-40 flows to the three major cloud providers—AWS, Azure, and GCP—in the form of inference computing fees. These cloud providers then earn $10-20 in operating profit from this revenue, corresponding to an operating profit margin of approximately 35%

Wu Gaoming of Jingying Technology: AI Video, the Ultimate Solution is a Screenwriter-Centered System

Wu Gaoming of Jingying Technology: AI Video, the Ultimate Solution is a Screenwriter-Centered System

AI has replaced directors, actors, and post-production staff, but it cannot replace screenwriters. This is the assessment of Wu Gaoming, co-founder of Jingying Technology. In the first quarter of this year, 128,000 new short dramas were launched in China, with AI-generated content accounting for over 95%. Monthly active users

Warsh adopts a hawkish stance, Goldman Sachs remains skeptical of a September rate hike, and JPMorgan Chase says it "still depends on August's non-farm payrolls and CPI."

Warsh adopts a hawkish stance, Goldman Sachs remains skeptical of a September rate hike, and JPMorgan Chase says it "still depends on August's non-farm payrolls and CPI."

Federal Reserve Chairman Kevin Warsh made his first appearance as chairman at Jackson Hole, sending a more hawkish signal than at the July FOMC press conference : inflation is "worrying," the Fed's "primary focus should be on prices," and if the underlying inflation trend does