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Finally ended a 9-day losing streak! Oracle fell on 18 out of the past 22 trading days.

Finally ended a 9-day losing streak! Oracle fell on 18 out of the past 22 trading days.

``` After experiencing its longest losing streak since 2021, Oracle's stock finally stopped bleeding, but the depth and persistence of this decline still caught the market's attention. Overnight, Oracle's stock closed up 2.49% at $143.76, ending a nine-day losing streak—the longest since

Hedge funds’ bearish sentiment on the yen has surged to its highest level since 2007, while bullish bets on the dollar have reached a ten-year high.

Hedge funds’ bearish sentiment on the yen has surged to its highest level since 2007, while bullish bets on the dollar have reached a ten-year high.

``` The strong dollar and continued pressure on the yen are triggering extreme positions in the foreign exchange market. On July 6, according to the latest data released by the U.S. Commodity Futures Trading Commission (CFTC), as of the week ending June 30, leveraged traders held nearly 138,000 short

SK Hynix’s US stock pricing imminent, top AI funds scrambling to buy, UBS expects long-term “inflows” of $15 billion

SK Hynix’s US stock pricing imminent, top AI funds scrambling to buy, UBS expects long-term “inflows” of $15 billion

SK Hynix's issuance of American Depositary Receipts (ADRs) in the US has entered a crucial pricing period. The intensive buying by top AI funds and expectations of massive passive capital inflows are reshaping the valuation logic of this memory chip giant and giving rise to complex cross-market arbitrage

Going against Waller? Federal Reserve Board member Waller: Forward guidance is "valuable," but should be flexible.

Going against Waller? Federal Reserve Board member Waller: Forward guidance is "valuable," but should be flexible.

Divisions within the Federal Reserve regarding the communication methods of monetary policy are coming to the surface. Federal Reserve Board member Christopher Waller stated on Monday, June 6, at a central bank forum hosted by the Bank of Italy in Rome, that forward guidance remains a valuable policy tool, but

Tencent cashes out over 10 billion yuan from Kuaishou, a major capital reshuffle in the AI era

Tencent cashes out over 10 billion yuan from Kuaishou, a major capital reshuffle in the AI era

On the evening of July 6, Kuaishou issued an announcement stating that the company had learned that Tencent Holdings, after the trading session that day, had sold 273 million Kuaishou Class B shares to several independent third parties via a block trade. After the transaction is completed, Tencent’s stake

Investing in AI while reducing holdings? After reports that Tencent plans to cash out over 10 billion HKD, Kuaishou confirms major shareholder is selling 270 million shares.

Investing in AI while reducing holdings? After reports that Tencent plans to cash out over 10 billion HKD, Kuaishou confirms major shareholder is selling 270 million shares.

``` Tencent and Kuaishou have repeatedly made headlines together this month. Just a few days after Kuaishou officially announced that Tencent is increasing its AI investment, news emerged confirming that Tencent is reducing its holdings. On the evening of Monday, July 6 (Beijing time), Kuaishou Technology released a Hong Kong Stock

NVIDIA responds to rumors of delayed release of next-generation AI server systems: Product roadmap unchanged

NVIDIA responds to rumors of delayed release of next-generation AI server systems: Product roadmap unchanged

The rumor of Nvidia’s next-generation rack-level AI server system Kyber NVL144 being delayed caused a dramatic market reaction. On Monday, July 6 Eastern Time, Nvidia responded to the rumor by saying its product roadmap has not changed, denying any impact on core progress, but market sentiment was already clearly