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Goldman Sachs: The AI narrative is becoming increasingly complex and speculative leverage is intensifying, but we recommend "continue holding, streamline your positions."

Goldman Sachs: The AI narrative is becoming increasingly complex and speculative leverage is intensifying, but we recommend "continue holding, streamline your positions."

``` The main US stock indices remain near their highs, but the internal trading structure of the market has become more crowded and turbulent. "The characteristics of the market have clearly changed." On July 8 local time, Tony Pasquariello, head of Goldman Sachs’ hedge fund business, observed in his

AI "bottomless pit"! Amazon issues another $25 billion in bonds, AI-themed bonds sold off across the board

AI "bottomless pit"! Amazon issues another $25 billion in bonds, AI-themed bonds sold off across the board

AI infrastructure arms race is pushing the balance sheets of tech giants to historic extremes, triggering alarms in the bond market. On Tuesday, Amazon launched a new round of $25 billion US dollar bond issuance. Following the announcement, AI-related bonds experienced massive sell-offs. The spread on bonds issued by mega-scale

Gold bull market over? Many "longs" have left, but "shorts" haven't increased.

Gold bull market over? Many "longs" have left, but "shorts" haven't increased.

``` The three-year bull market in gold has come to an end, but the market has not yet shown signs of large-scale short-selling—the nature of this correction is more like a collective retreat by the bulls rather than a proactive attack from the bears. In January this year, gold prices

Joining the Nasdaq 100 and endorsements from six major investment banks couldn’t help: SpaceX falls nearly 7% to a new post-listing low, facing “supply cut-off” risk for its $45 billion computing contract.

Joining the Nasdaq 100 and endorsements from six major investment banks couldn’t help: SpaceX falls nearly 7% to a new post-listing low, facing “supply cut-off” risk for its $45 billion computing contract.

``` SpaceX has just reached an important milestone in the capital markets, but is facing new business challenges. On Tuesday, June 7th Eastern Time, SpaceX was officially included in the Nasdaq 100 Index, becoming one of the largest additions in recent years. Meanwhile, several Wall Street firms have begun coverage of

EIA slashes oil price forecasts for this year and next, expects Hormuz to return to normal by year-end, and AI boom drives US electricity consumption to consecutive annual highs

EIA slashes oil price forecasts for this year and next, expects Hormuz to return to normal by year-end, and AI boom drives US electricity consumption to consecutive annual highs

``` The official U.S. energy outlook report releases multiple strong signals: Oil transport through the Strait of Hormuz is expected to basically return to normal by the end of this year, and as supply risk premiums continue to dissipate, both domestic and international crude oil prices will drop significantly compared

After Copilot's "slimming" was revealed, Microsoft is reportedly "self-sufficient" in cutting costs: using its own AI to replace OpenAI and Anthropic models

After Copilot's "slimming" was revealed, Microsoft is reportedly "self-sufficient" in cutting costs: using its own AI to replace OpenAI and Anthropic models

Recent news shows that in addition to a large-scale restructuring of its AI assistant Copilot, Microsoft is taking a "self-reliant" approach: replacing third-party AI providers with self-developed models in several core products, aiming both to reduce costs and rebuild market competitiveness. According to US media reports on Tuesday,

French bond yields soar! Appeals court shortens Le Pen’s ban from running, the 2027 French presidential election heats up again

French bond yields soar! Appeals court shortens Le Pen’s ban from running, the 2027 French presidential election heats up again

``` French politics has reached a major turning point. On Tuesday local time, France's Court of Appeals ruled to significantly shorten the election ban of far-right leader Le Pen to the 15 months she has already served, clearing the biggest legal obstacle for her return to the 2027 French