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China Satellite is expected to turn profitable in the first half of the year, with increased revenue and profit from satellite development business.

China Satellite is expected to turn profitable in the first half of the year, with increased revenue and profit from satellite development business.

``` The Chinese satellite operator, China Dongfanghong Satellite Co., Ltd., has reversed the loss situation seen in the same period last year. On July 12, China Dongfanghong Satellite Co., Ltd. released its interim performance forecast, estimating that the net profit attributable to the parent company owners for the first half of

The first publicly listed "nuclear fusion" company: General Fusion, supported by Amazon founder Jeff Bezos

The first publicly listed "nuclear fusion" company: General Fusion, supported by Amazon founder Jeff Bezos

``` The nuclear fusion sector is witnessing a historic moment. This Friday, General Fusion completed its SPAC merger with Spring Valley Acquisition Corp III, with a company valuation of $724 million, a financing scale of up to $338 million, and will officially be listed on Nasdaq next Monday. This Canadian company

Palantir’s Shout of “Enough is Enough”: Other Companies’ Fear of the “Winner-Takes-All” Effect in Large Models

Palantir’s Shout of “Enough is Enough”: Other Companies’ Fear of the “Winner-Takes-All” Effect in Large Models

``` A fierce statement from Palantir CEO Alex Karp has brought long-standing tensions in the tech industry to the surface—large AI labs are accumulating momentum using clients' data and decisions, while traditional enterprises are increasingly worried about becoming mere "value contributors" in the AI wave. In the

Jensen Huang personally attended Morgan Stanley’s roadshow: quarterly revenue is nearing $100 billion, Nvidia’s growth rate is still accelerating, and he denied that the Rubin Ultra has been delayed.

Jensen Huang personally attended Morgan Stanley’s roadshow: quarterly revenue is nearing $100 billion, Nvidia’s growth rate is still accelerating, and he denied that the Rubin Ultra has been delayed.

Jensen Huang took the stage himself, delivering a key message at the Morgan Stanley investor roadshow: Growth is not only far from peaking, it is accelerating. This week, Morgan Stanley hosted a non-deal Nvidia roadshow (NDR) in California. Nvidia CEO Jensen Huang, CFO Colette Kress, and Head of Investor Relations

Applying strong pressure on Apple and Nvidia, the White House is pulling out all the stops to support Intel.

Applying strong pressure on Apple and Nvidia, the White House is pulling out all the stops to support Intel.

``` Over the past year, the Trump administration has continued its deep involvement in Intel’s operations and client expansion, pressuring tech giants such as Apple and Nvidia to facilitate a series of heavyweight partnerships for Intel. According to the Wall Street Journal report on July 10, this is one of

Samsung Electronics will begin production at its first Yongin chip plant in 2029, 1-2 years earlier than originally planned.

Samsung Electronics will begin production at its first Yongin chip plant in 2029, 1-2 years earlier than originally planned.

``` Samsung Electronics has moved up the production start date of the first line at its Yongin semiconductor plant in South Korea from 2030-2031 to 2029. According to Yonhap News Agency on July 12, Samsung Electronics has set the production launch target for the first wafer factory in the Yongin National

BofA Hartnett: Japanese bank stocks are the "global leading indicator of risk-off sentiment," and there are "four major contrarian trading opportunities" in the second half of the year.

BofA Hartnett: Japanese bank stocks are the "global leading indicator of risk-off sentiment," and there are "four major contrarian trading opportunities" in the second half of the year.

``` Bank of America believes that the current market consensus presents a rare, all-around optimism—no one is bearish about the second half of the year. The bank warns that this very consensus itself breeds the most noteworthy contrarian trading opportunities. Bank of America Chief Investment Strategist Michael Hartnett, in his