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Supply Concentration + Nuclear Supercycle = A Multi-Year "Uranium Bull Market"

Supply Concentration + Nuclear Supercycle = A Multi-Year "Uranium Bull Market"

``` The global nuclear energy renaissance is pushing uranium to the starting point of a multi-year bull market. On November 4, according to news from Windchaser Trading Desk, Barclays stated in its latest research report that the uranium market is experiencing a structural supply-demand imbalance, and the conditions for a multi-year

SK Hynix surges 240% this year, rare risk warning issued by Korean stock exchange

SK Hynix surges 240% this year, rare risk warning issued by Korean stock exchange

``` SK Hynix’s stock price has soared nearly 240% this year, prompting the Korea Exchange to issue a rare cautionary alert to investors, suggesting that the stock may be overheating. On Monday evening, the Korea Exchange issued an "investment caution alert" regarding SK Hynix stock, effective for one

For the first time in 36 years, “multi-strategy giant” Millennium sells 15% of its shares to investors, valuing the company at $14 billion.

For the first time in 36 years, “multi-strategy giant” Millennium sells 15% of its shares to investors, valuing the company at $14 billion.

``` For the first time in its 36-year history, hedge fund giant Millennium Management—founded by billionaire Izzy Englander—has sold equity to external investors. According to an email sent to employees on Monday, the New York-based firm has sold a 15% “minority, passive stake” in its management company to a

Gold Price Adjustment Nears End? Deutsche Bank: Gold ETF Selling is Weakening, China’s New Tax Policy Has Limited Impact

Gold Price Adjustment Nears End? Deutsche Bank: Gold ETF Selling is Weakening, China’s New Tax Policy Has Limited Impact

According to Chase the Wind Trading Desk, for investors focused on the gold market, Deutsche Bank’s latest report released on November 3, 2025, conveys two key signals: First, the recent driver behind gold price corrections—large-scale selling of gold ETFs (exchange-traded funds)—is showing signs of weakening, indicating that

Betting on AI! Hedge fund titan Dan Loeb favors these two stocks and continues to hold TSMC and Nvidia

Betting on AI! Hedge fund titan Dan Loeb favors these two stocks and continues to hold TSMC and Nvidia

Daniel Loeb, founder of hedge fund Third Point, is doubling down on the AI sector, expanding his portfolio to international semiconductor companies he believes are undervalued. On November 3, Third Point revealed in its latest Q3 investor letter that it has taken positions in SK Hynix, a Korean memory chip

Southeast Asian retail giant eyes Cainiao

Southeast Asian retail giant eyes Cainiao

Author | Huang Yu Editor | Wang Xiaojuan The top-tier logistics technology spawned by China’s "Double Eleven" surge is accelerating its spillover, becoming an important driving force in the global digital transformation and upgrade of logistics and warehousing. Cainiao, which has taken "globalization" and "technology"

When the Microsoft CEO said, "Insufficient electricity could lead to a chip pileup," neither he nor Altman knew exactly how much power AI would need.

When the Microsoft CEO said, "Insufficient electricity could lead to a chip pileup," neither he nor Altman knew exactly how much power AI would need.

``` The focus of the artificial intelligence competition is shifting from computing power to electricity. Technology industry leaders admit they are grappling with a fundamental uncertainty: just how much energy will AI consume in the future. Microsoft CEO Satya Nadella recently revealed on the "BG2" podcast that the biggest