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Summer may be a good time to retreat. BofA’s Hartnett: If Mag7’s capital spending is cut, a broader pullback may be hard to avoid.

Summer may be a good time to retreat. BofA’s Hartnett: If Mag7’s capital spending is cut, a broader pullback may be hard to avoid.

``` Michael Hartnett, Chief Investment Strategist at Bank of America, has once again raised a warning flag. After successfully predicting the market bottom in March this year, he points out that the current extremely crowded positions and bubble-like sentiment have pushed the market into a new high-risk area. Exiting risk assets

New HYC’s net profit for the first half is expected to increase by 78%–103% year-on-year | Financial Report News

New HYC’s net profit for the first half is expected to increase by 78%–103% year-on-year | Financial Report News

``` New EasySense announced that it expects net profit attributable to shareholders of the listed company for the period from January 1, 2026 to June 30, 2026 to be 7 billion to 8 billion yuan, a year-on-year increase of 77.56% to 102.93%; net profit after deducting non-recurring gains and

Nvidia: From "one-time training" of large models to "post-training improvement" of Agents, computing power demands are changing

Nvidia: From "one-time training" of large models to "post-training improvement" of Agents, computing power demands are changing

``` Nvidia is extending the core value proposition of its next-generation Vera Rubin platform from inference cost to model training efficiency, betting on "intelligence per dollar" as a new metric that continuous post-training will become the core computing demand in the era of Agentic AI. According to Nvidia'

Middle East conflict reignites, traders bluntly state "all cushions have been burned out," crude oil market on the verge of collapse.

Middle East conflict reignites, traders bluntly state "all cushions have been burned out," crude oil market on the verge of collapse.

``` The flames of the US-Iran conflict have been rekindled, the Strait of Hormuz is once again on high alert, and this time, the global oil market has no retreat. Brent crude futures rose more than 10% this week, briefly breaking through $87 per barrel, hitting a one-month high. According to

Data center costs are skyrocketing! Has Oracle run into trouble again?

Data center costs are skyrocketing! Has Oracle run into trouble again?

``` The hidden costs of AI infrastructure construction are emerging. On July 18, according to The Information, Oracle’s $16.5 billion AI super campus project in New Mexico encountered environmental approval obstacles and was forced to change its power supply plan, causing costs to surge by several billion dollars. Meanwhile,

U.S. officials said "the U.S. military base in Jordan was attacked four times in five days, resulting in the deaths of two U.S. soldiers," while Iran's Supreme Leader emphasized that a "memorable lesson" will be left for the United States.

U.S. officials said "the U.S. military base in Jordan was attacked four times in five days, resulting in the deaths of two U.S. soldiers," while Iran's Supreme Leader emphasized that a "memorable lesson" will be left for the United States.

``` According to information from the US on the 18th, several US officials stated that Iran launched four attacks on US military bases in Jordan in the past five days, resulting in two US service members killed, dozens injured, and multiple helicopters damaged. US officials believe that this series of attacks

AI computing power demand boosts the prosperity of optical devices, Tianfu Communication expects its net profit to increase by 25%–45% in the first half of the year | Earnings report insight

AI computing power demand boosts the prosperity of optical devices, Tianfu Communication expects its net profit to increase by 25%–45% in the first half of the year | Earnings report insight

``` Benefiting from the accelerated construction of global artificial intelligence infrastructure, TFC (Tianfu Communication) continued to expand its profitability in the first half of the year. On the evening of July 18, the company released its performance forecast, expecting net profit attributable to shareholders of the listed company in the first