All-Weather Media

Admin

Silicon Valley is frantically borrowing money, and the market is aggressively selling off.

Silicon Valley is frantically borrowing money, and the market is aggressively selling off.

``` The AI financing frenzy of tech giants is facing a cold reception from the bond market. According to MarketAxess data, prices of AI-related bonds with maturities of 10 years or more have continued to fall this cycle, becoming one of the worst-performing bonds in the investment-grade bond market. The case

WallstreetCN Breakfast FM-Radio | July 11, 2026

WallstreetCN Breakfast FM-Radio | July 11, 2026

``` Huajian Morning Voice Listeners, please upgrade to the latest version of the Jianwen APP to successfully listen to the audio below. Market Overview Tech stocks continue to support U.S. stocks, the Nasdaq has risen for three consecutive days, the S&P closed at a new one-month high, both

```
AI intensifies U.S. inflation? Goldman Sachs: Rising prices of memory, electricity, and software may push core PCE up by 0.5 percentage points by the end of the year.
```

``` AI intensifies U.S. inflation? Goldman Sachs: Rising prices of memory, electricity, and software may push core PCE up by 0.5 percentage points by the end of the year. ```

The AI boom is reshaping the U.S. inflation landscape in surprising ways. Goldman Sachs economist Megan Peters calculates in her latest report that the triple effects of AI-driven memory price spikes, software price increases, and rising electricity costs have already lifted the U.S. core PCE year-on-year inflation rate

Silicon Valley giants turn against each other! Apple sues OpenAI for stealing trade secrets, demands destruction of confidential materials and redesign of AI hardware.

Silicon Valley giants turn against each other! Apple sues OpenAI for stealing trade secrets, demands destruction of confidential materials and redesign of AI hardware.

``` Apple Inc. has filed a lawsuit against OpenAI, accusing the AI startup and its head of hardware of systematically stealing trade secrets, marking a complete rupture in the relationship between the two former partners. Apple filed the lawsuit on Friday in the Federal Court for the Northern District of California,

SK Hynix CEO: Memory chip shortage may persist beyond 2030, with more customers choosing to sign long-term contracts

SK Hynix CEO: Memory chip shortage may persist beyond 2030, with more customers choosing to sign long-term contracts

``` The tight supply situation for memory chips may persist for a longer period. SK Hynix CEO Kwak Noh-Jung stated that the current memory chip shortage affecting the computer, automotive, and consumer electronics markets may continue beyond 2030. In an interview after SK Hynix completed a record-breaking American Depositary Receipt issuance,

Morgan Stanley dampens enthusiasm: Chip manufacturers’ pricing power under pressure, AI capital expenditure begins to slow, U.S. semiconductor stocks are “significantly overbought.”

Morgan Stanley dampens enthusiasm: Chip manufacturers’ pricing power under pressure, AI capital expenditure begins to slow, U.S. semiconductor stocks are “significantly overbought.”

``` Lisa Shalett, Chief Investment Officer of Morgan Stanley Wealth Management, stated that as more signs emerge indicating that chip manufacturers' pricing power is being limited, investors should remain cautious regarding chip stocks. She believes that the market's optimistic expectations for AI-related spending may have already pushed these

Finance Minister "calls out" ¥1.8 trillion GPIF triggering a yen spike, Goldman Sachs pours cold water: just an "overreaction"

Finance Minister "calls out" ¥1.8 trillion GPIF triggering a yen spike, Goldman Sachs pours cold water: just an "overreaction"

Japan's Finance Minister Satsuki Katayama on Friday made a direct call at a routine press conference for pension institutions—including GPIF, one of the world's largest pension funds—to increase investment in Japanese domestic financial assets. This prepared statement caught the market off guard, causing the