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``` Tonight, the global market's attention will be focused on an oath ceremony at the White House. Kevin Warsh will officially succeed Powell as Chairman of the Federal Reserve, marking the beginning of the "Warsh era." But what he inherits is not a ready-to-go rate-cutting machine, but

An IPO feast comparable to the peak of the dot-com bubble is taking shape. OpenAI, Anthropic, and SpaceX—the three AI giants—are racing to enter the public market, each targeting a trillion-dollar valuation, with a combined scale sufficient to reshape the landscape of U.S. stocks. This unprecedented wave

``` Global CPU market demand has exceeded expectations, and AMD is accelerating capacity expansion to address supply shortages. According to Reuters, AMD CEO Lisa Su stated on Friday that the CPU market is currently in a tight supply situation, with demand far surpassing predictions made a year ago. She said, AMD

``` Google's deep integration of AI in its next-generation search features is raising serious concerns about the health of the internet ecosystem. At this week's I/O developer conference, Google unveiled its new vision for search: the system will no longer merely return a list of links,

The demand for AI computing power is changing the growth model of the semiconductor industry. Over the past decades, improvements in chip performance mainly relied on Moore's Law: making transistors smaller and increasing density. However, as advanced processes continue shrinking, metal spacing, power consumption, leakage, heat dissipation, yield,

``` While SpaceX’s IPO prospectus reveals the company’s grand vision for space, it also candidly lists its CEO, Elon Musk, as the biggest risk factor to the company—a risk that overlaps significantly with its greatest asset. According to the S-1 filing submitted by SpaceX, the company explicitly acknowledges