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The surge in semiconductor demand driven by artificial intelligence is spreading upstream in the industry chain, creating severe bottlenecks in key component manufacturing. South Korean industry sources indicate that delivery times for core components needed for semiconductor manufacturing equipment have generally more than doubled, with some key components manufactured in

David Einhorn, founder of Greenlight Capital, predicts that gold will significantly outperform the Nasdaq over the next three to five years, with the gap potentially being quite substantial. In a recent interview with Morgan Stanley, David Einhorn warned that Nasdaq's large-cap tech stocks are facing a shift from

Executives at major Wall Street banks have collectively issued a warning: the trading frenzy that drove record second-quarter profits is cooling down, and the high growth momentum in market operations is unsustainable. This week, executives from major U.S. banks successively lowered their forward guidance at an industry conference. Bank

The memory wall is becoming a core obstacle to the expansion of AI infrastructure, and the semiconductor industry is using architectural restructuring as a breakthrough. According to a recent report by Bank of America Securities research team, on the second day of the 2026 AI Infrastructure Summit, major vendors and

The U.S. Treasury market is experiencing its worst return cycle in over a century, but the high yields have become a reason for some investors to re-enter the market. The 10-year Treasury yield briefly broke through 5% this week, hitting a 19-year high. New Federal Reserve Chairman Warsh announced

The longer the war drags on, the harder it becomes to predict oil prices; even analysts at JPMorgan Chase are starting to say they "don't know." More than six months after the outbreak of the war with Iran, a report from JPMorgan's oil analyst