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``` Anthropic is incorporating AMD into its pool of compute power suppliers. According to analysis by semiconductor industry firm SemiAnalysis, AMD’s Senior Director of AI Business disclosed related information in public GitHub code, showing Anthropic will become an AMD customer. This move indicates Anthropic is proactively diversifying its chip sources

Based on New Yisheng's recently announced estimated net profit for the first half of the year, Goldman Sachs has comprehensively raised its profit forecasts for 2026 to 2028 and increased New Yisheng's 12-month target price. Wallstreetcn previously reported that New Yisheng announced its 2026 first-half performance

The unexpected cooling in June’s inflation data has completely eliminated the possibility of a Federal Reserve rate hike in July. Goldman Sachs Chief Economist Jan Hatzius stated in a new report released on July 19 that the improvement in inflation has essentially locked in an outcome where the FOMC

Kimi K3 brings AI investors back to a core question: Does cheaper, more efficient models mean lower demand for chips and memory? Citi and Bank of America Securities both lean toward “no.” Efficiency improvements may unlock more usage, driving up total resource consumption. According to Chasewind Trading Desk, Moonshot AI&

``` The sharp rise in US Treasury yields has, to some extent, replaced the actual effect of rate hikes, while Federal Reserve Chair Walsh's hawkish stance has provided a clear anchor for this market pricing. A rare tacit understanding is emerging between the bond market and the Fed. The

``` Last week, the Shanghai Composite Index once again "fell below" the annual line, raising concerns about the market turning bearish—but history tells us that this event itself is not rare; the real question is how deep and how long the decline will be. Last week, the Shanghai