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MSTR disclosed the sale of 3,588 bitcoins, with its stock price dropping as much as 5% during trading.

MSTR disclosed the sale of 3,588 bitcoins, with its stock price dropping as much as 5% during trading.

Strategy is rewriting its business model. The world's largest corporate holder of Bitcoin disclosed on July 6 that between June 29 and July 5, it sold 3,588 Bitcoins, cashing in about $216 million to pay dividends on its preferred shares. This was not only the largest Bitcoin

Xbox announces 20% layoffs affecting 3,200 people; Microsoft executives warn that further changes in other business units are on the way.

Xbox announces 20% layoffs affecting 3,200 people; Microsoft executives warn that further changes in other business units are on the way.

``` Microsoft's gaming division is undergoing its largest strategic adjustment in recent years. According to a Bloomberg report on July 6, Xbox, a Microsoft subsidiary, announced a strategic reorganization plan, proposing layoffs of about 3,200 employees, which accounts for 20% of its workforce, and simultaneously divesting five game

Porsche's core factory in Germany plans to lay off another 4,000 employees. CEO: "We must make money with fewer cars!"

Porsche's core factory in Germany plans to lay off another 4,000 employees. CEO: "We must make money with fewer cars!"

``` The cold winter for Germany’s auto industry is continuing. Porsche is preparing to launch a new round of large-scale layoffs at its core factory, and combined with previously confirmed downsizing plans, nearly 8,000 positions are expected to be affected. This highlights the difficulties faced by German manufacturing under

How much longer can the good times last? Three memory chip companies have quietly contributed a quarter of the S&P’s gains this year.

How much longer can the good times last? Three memory chip companies have quietly contributed a quarter of the S&P’s gains this year.

``` The strong performance of memory chip stocks this year is becoming a key force supporting the rise of the S&P 500 index. However, as the momentum for upward revisions to earnings expectations gradually diminishes, this driving force is also beginning to face a test. According to Bloomberg strategist

Another powerful partnership! Broadcom announces expanded cooperation with Apple, extending the custom ASIC chip contract until 2031.

Another powerful partnership! Broadcom announces expanded cooperation with Apple, extending the custom ASIC chip contract until 2031.

Broadcom and Apple have signed a new multi-year cooperation agreement, extending their chip supply collaboration to 2031 and further cementing the long-term strategic bond between these two tech giants. Broadcom disclosed in a regulatory filing on Monday that the two parties have reached a new agreement on custom ASIC chip

South Korea invests heavily in building factories = Has the memory cycle peaked?

South Korea invests heavily in building factories = Has the memory cycle peaked?

The large-scale storage chip industry cluster construction plan led by the South Korean government has raised market concerns about the peak of the storage cycle, but Bank of America analysts believe that such concerns are clearly exaggerated, and the fundamentals of the current storage industry remain strong. The South Korean

Chip frenzy cooling off? Morgan Stanley’s Wilson: Capital is shifting toward AI supercomputing giants like Microsoft and Amazon

Chip frenzy cooling off? Morgan Stanley’s Wilson: Capital is shifting toward AI supercomputing giants like Microsoft and Amazon

``` It is difficult for the US stock market to hit new highs again in the short term, as funds are flowing out from the semiconductor stocks that have seen the biggest gains this year and turning to AI hyperscalers. Morgan Stanley's Chief Equity Strategist Michael Wilson pointed out