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Huawei has changed the way semiconductors are measured.

Huawei has changed the way semiconductors are measured.

Author | Link Editor | Song He There is an open secret in the semiconductor industry: Moore's Law is approaching its limit. This is an accepted fact in the industry. For the past 60 years, from Intel, TSMC to ASML, the underlying rule that keeps the entire industry chain running

The US Treasury yield curve flattens as markets bet on "higher for longer" rates under Walsh's leadership.

The US Treasury yield curve flattens as markets bet on "higher for longer" rates under Walsh's leadership.

``` The inflation shock triggered by the US-Iran war is reshaping the market's expectations for the Federal Reserve's policy path. During Tuesday's session, the spread between 5-year and 30-year US Treasury yields narrowed to around 81 basis points, marking the lowest since May 2025. Meanwhile,

Ferrari launches its first all-electric sports car, the Luce, priced at $640,000.

Ferrari launches its first all-electric sports car, the Luce, priced at $640,000.

``` Ferrari has officially entered the all-electric era. On May 25, according to The Wall Street Journal, Europe's most valuable automaker unveiled its first all-electric model, Luce, last Sunday (May 24). Starting price is around $640,000. The car was designed by former Apple Chief Designer Jony Ive, subverting

The wave of AI capital expenditures is reshaping economic resilience, and Morgan Stanley has raised its earnings forecast for U.S. stocks.

The wave of AI capital expenditures is reshaping economic resilience, and Morgan Stanley has raised its earnings forecast for U.S. stocks.

``` The boom in AI infrastructure construction is fundamentally changing the sensitivity of the US economy to prices and financing costs, and is driving a significant upward revision in corporate earnings expectations. Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, pointed out in the bank’s 2026 mid-term outlook report that

Goldman Sachs CEO: Concerns that AI will cause massive unemployment are "overstated"

Goldman Sachs CEO: Concerns that AI will cause massive unemployment are "overstated"

As artificial intelligence accelerates its penetration into all industries, pessimistic narratives around AI destroying the job market continue to intensify. However, the CEO of Goldman Sachs has published an article refuting this narrative. On May 22, Goldman Sachs CEO David Solomon published an article in The New York Times, pointing

Former Goldman Sachs commodities expert on the "US-Iran deal": Sell the rumors, buy the hard assets

Former Goldman Sachs commodities expert on the "US-Iran deal": Sell the rumors, buy the hard assets

``` The oil market is speaking through prices, not political statements. Trump declared over the weekend that the US is close to reaching a peace deal with Iran and that the Strait of Hormuz might reopen; oil prices promptly fell that day. But former Goldman Sachs Head of Commodities Research and

While the US and Iran engage in both fighting and negotiations, Asia-Pacific stock markets are under pressure, but Korean stocks rebound to new highs; oil prices diverge, and gold and silver fall.

While the US and Iran engage in both fighting and negotiations, Asia-Pacific stock markets are under pressure, but Korean stocks rebound to new highs; oil prices diverge, and gold and silver fall.

Progress in US-Iran negotiations boosts risk appetite, but a new round of US military strikes puts pressure on the stock market rally. Brent crude rebounds, the dollar inches higher, and gold and silver come under pressure and decline. Asia-Pacific stock markets were mixed on Tuesday. The MSCI Asia-Pacific Index rose