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"Bull market" Ed Yardeni: Don't chase AI stocks now, there's AI fatigue.

"Bull market" Ed Yardeni: Don't chase AI stocks now, there's AI fatigue.

One of the most optimistic voices on Wall Street is putting the brakes on AI trading. Ed Yardeni, president of Yardeni Research, explicitly warned that now is not the time to chase AI stocks. He believes the market is experiencing "AI fatigue," and the outcome is uncertain. He

Nvidia's earnings boosted AI stocks, with South Korean stocks rising 1.3%, while US Treasury bonds fell and gold rose.

Nvidia's earnings boosted AI stocks, with South Korean stocks rising 1.3%, while US Treasury bonds fell and gold rose.

Nvidia's better-than-expected revenue growth forecast rekindled market confidence in the AI investment cycle, driving up US stock futures, but persistently higher-than-target inflation data put pressure on the bond market, while investors also turned their attention to the upcoming Jackson Hole Economic Symposium. Nasdaq 100 futures rose 0.9%

Top VC a16z discusses the current state of AI: model differentiation, moat reshaping, and the resurgence of consumer applications.

Top VC a16z discusses the current state of AI: model differentiation, moat reshaping, and the resurgence of consumer applications.

On August 27, in a recent in-depth internal dialogue, Anish Acharya, a partner at the well-known venture capital firm a16z (Andreessen Horowitz), and host Jen Kha had a comprehensive discussion on the current macro environment of the AI market, model evolution, commercial moats, and future growth points at the application

Nvidia is using two quarters of gross margin to buy certainty for the next two years.

Nvidia is using two quarters of gross margin to buy certainty for the next two years.

After the market closed on August 26, Nvidia's stock price initially fell by more than 2%, but then rebounded halfway through the conference call, closing up more than 4%. Between the drop and the rise, the market was digesting the same figure. This figure is for next year.

With over double the call volume of DeepSeek and a score of 57 comparable to Opus 4.8, Zhipu's stock price surged over 9% intraday.

With over double the call volume of DeepSeek and a score of 57 comparable to Opus 4.8, Zhipu's stock price surged over 9% intraday.

The unveiling of Zhipu's mysterious Ox Alpha model has driven the company's stock price to a significant rise. The disclosure that it can handle massive inference traffic entirely with domestically produced chips has also attracted widespread attention in the AI hardware field. On Thursday, Zhipu'

With the US model already in place, when will the AI financing boom flow into the domestic bond market?

With the US model already in place, when will the AI financing boom flow into the domestic bond market?

When Tencent's free cash flow turned negative for the first time in the second quarter of 2026 and Alibaba launched its first share placement in seven years since its IPO, a question was put on the table for bond investors: When will the AI financing wave truly flow

The STAR Market 50 Index rose 3%, optical communication and optical modules rallied collectively, memory chips rebounded, the Hang Seng Index fell further during the session, and the two leading AI model companies rose together.

The STAR Market 50 Index rose 3%, optical communication and optical modules rallied collectively, memory chips rebounded, the Hang Seng Index fell further during the session, and the two leading AI model companies rose together.

Nvidia's earnings guidance exceeded market expectations, causing A-share optical communication concept stocks to collectively strengthen. On August 27, A-shares fluctuated higher in the morning session. The three major stock indexes rose slightly at the beginning of the session and then rose further during the session. The Shenzhen Component