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Overseas hedge funds: The AI speculation frenzy is nearing its end; heavy positions in uranium, copper, and other commodities are being used to hedge bubble risks.

Overseas hedge funds: The AI speculation frenzy is nearing its end; heavy positions in uranium, copper, and other commodities are being used to hedge bubble risks.

``` As the AI boom pushes U.S. stocks to historic highs, an overseas hedge fund is preparing for potential "huge risks." Selwood Asset Management believes that the current AI-driven speculative frenzy is approaching its peak and a swift collapse may be imminent. The fund is adjusting its portfolio

AI optimism rises, European stocks set for best week since May, US stock futures collectively climb in pre-market trading, London copper hits new yearly high.

AI optimism rises, European stocks set for best week since May, US stock futures collectively climb in pre-market trading, London copper hits new yearly high.

October 3rd, as market bets on Fed rate cuts intensified, the Stoxx Europe 600 Index rose by 0.4%, reaching a record high. European stocks are set for strong weekly gains, with bank stocks and mining stocks leading the rally. In U.S. pre-market trading, boosted by tech stocks, all

iPhone 17 sales are booming, Morgan Stanley is even more optimistic: there are still 1 billion old devices in stock, and iPhone 18 will be even stronger.

iPhone 17 sales are booming, Morgan Stanley is even more optimistic: there are still 1 billion old devices in stock, and iPhone 18 will be even stronger.

Morgan Stanley presents a more optimistic outlook for Apple in its latest report. Although the start of the current iPhone 17 cycle has exceeded expectations, an even stronger iPhone 18 cycle driven by installed device upgrades and major product innovation is brewing. According to trading desk sources, Morgan Stanley analyst

Berkshire’s “heir apparent” makes his first major deal: Buffett-style shrewdness, Occidental Petroleum’s stop-loss

Berkshire’s “heir apparent” makes his first major deal: Buffett-style shrewdness, Occidental Petroleum’s stop-loss

``` Berkshire Hathaway has agreed to acquire Occidental Petroleum’s chemical business, OxyChem, for $9.7 billion—a landmark deal orchestrated by Greg Abel, who has been designated as Buffett’s successor. This all-cash transaction exemplifies the classic “Buffett-style” shrewdness: not only does it help debt-laden Occidental reduce its leverage, but

After the "strongest quarter in twenty years," what other surprises can Google offer Wall Street?

After the "strongest quarter in twenty years," what other surprises can Google offer Wall Street?

``` After concerns earlier this year over the positioning of artificial intelligence and antitrust reviews, Google’s stock performance has rebounded strongly thanks to the positive response to its Gemini AI products. According to a new analysis released today by Morgan Stanley, the key to injecting stronger momentum into Google’s

Big thunder, little rain? Progress slow on Middle East’s “investment-for-chips” deal; reports say Jensen Huang is frustrated

Big thunder, little rain? Progress slow on Middle East’s “investment-for-chips” deal; reports say Jensen Huang is frustrated

Nvidia’s deal to export artificial intelligence chips to the UAE faces delays, with the transaction valued at several billion dollars. According to media reports on October 2, the slow progress of the deal has left Nvidia CEO Jensen Huang feeling frustrated. The agreement was announced in May, with the

“No one will say the valuation is too high in the short term!” Investors are passionately discussing “Alibaba FOMO.”

“No one will say the valuation is too high in the short term!” Investors are passionately discussing “Alibaba FOMO.”

``` Driven by the artificial intelligence boom, Alibaba has staged a rebound this year with a market value surge of $250 billion, triggering growing “fear of missing out” (FOMO) emotions in the investment community, but fund managers believe the stock still has further upside potential. Alibaba’s Hong Kong shares rose