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Wall Street prophet Yardeni: Falling oil prices will push the 10-year US Treasury yield down to 3.75%

Wall Street prophet Yardeni: Falling oil prices will push the 10-year US Treasury yield down to 3.75%

``` Senior Wall Street researcher Ed Yardeni predicts that the continued decline in oil prices may push the benchmark 10-year U.S. Treasury yield back to levels not seen in over a year. Yardeni believes that if oil prices continue to fall and the Federal Reserve decides to lower interest rates

The Inside Story of the “Trillion-Dollar AI Loop”: The Strategies of Contemporary Tech Titans such as Altman, Jensen Huang, Satya Nadella, Masayoshi Son, and Others

The Inside Story of the “Trillion-Dollar AI Loop”: The Strategies of Contemporary Tech Titans such as Altman, Jensen Huang, Satya Nadella, Masayoshi Son, and Others

Sam Altman, CEO of OpenAI, is binding the world's largest tech giants tightly to his AI juggernaut through a series of carefully orchestrated deals. By skillfully leveraging both the ambitions and anxieties of these giants, Altman has not only secured seemingly limitless computing power for OpenAI, but has

Sanae Takaichi’s appointment is imminent; the Bank of Japan may delay its rate hike schedule.

Sanae Takaichi’s appointment is imminent; the Bank of Japan may delay its rate hike schedule.

Market expectations for an interest rate hike at the Bank of Japan’s policy meeting on October 30 have cooled significantly. BOJ officials have indicated that even if the economy makes progress toward achieving price targets, there is no urgency to raise rates next week. According to media reports, BOJ

OCP Conference Focus: Manufacturing and packaging have already expanded significantly, and the bottleneck for AI chips has shifted downstream, including memory, racks, power supply, etc.

OCP Conference Focus: Manufacturing and packaging have already expanded significantly, and the bottleneck for AI chips has shifted downstream, including memory, racks, power supply, etc.

``` Author: Bao Yilong Source: Hard AI The AI semiconductor industry is expected to witness another strong year of growth in 2026, but the investment logic in the AI hardware sector is undergoing a profound change. On October 20, a Morgan Stanley research report pointed out that over the past two

Surging demand, depleted inventories, and storage has become a "seller's market." Morgan Stanley: Investors should not exit the market due to "fear of high prices."

Surging demand, depleted inventories, and storage has become a "seller's market." Morgan Stanley: Investors should not exit the market due to "fear of high prices."

``` The demand wave triggered by AI is reshaping the global storage market. According to ZF Trading Desk, on October 19, Morgan Stanley pointed out in its latest report that the storage industry is in the early to mid-stage of a strong upcycle. Although related stocks have reached new highs, the

Australian rare earth mining companies surge collectively on receiving U.S. investment interest

Australian rare earth mining companies surge collectively on receiving U.S. investment interest

``` A new trilateral agreement among the United States, Australia, and New Zealand aimed at strengthening U.S. access to critical minerals has ignited enthusiasm in the capital markets. On Tuesday, fueled by the prospect of massive potential U.S. financing, the share prices of Australian rare earth and critical mineral

The "gold rush era" of American data centers

The "gold rush era" of American data centers

``` The AI wave is propelling the U.S. data center industry into a capital frenzy. Massive inflows of funds and new players, along with a constant stream of innovative financing structures, have fueled the boom. But beneath the surface, a huge gap between profit expectations and reality, the fragility of