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U.S. June employment data was significantly weaker than expected, causing the "reacceleration" narrative that had gradually built over recent months to loosen. Only 57,000 jobs were added, a clear decline from previous trends, and data for the previous two months were revised downward by a combined

On July 2 local time, Microsoft announced the establishment of a new AI business entity, the Microsoft Frontier Company, with plans to invest $2.5 billion and deploy 6,000 industry and engineering experts, focusing on large-scale commercial implementation of enterprise-level AI. The new company will assist clients in achieving

``` After three years of a major industry bull market, the US AI industry is facing a critical structural inflection point—the fissure between highly prosperous upstream computing hardware and lagging downstream application commercialization is becoming increasingly evident, and the direction in which this contradiction is resolved will determine whether this

After experiencing two consecutive days of intense sell-offs, Japanese and Korean tech stocks saw a strong rebound. Market sentiment was boosted by multiple positive developments in the industry, which led to a temporary reversal of the previous trading logic around "AI computing power surplus". On July 3, South

Tesla is now positioning autonomous driving and humanoid robots as core drivers for its next phase of growth. Tesla VP of Automotive Engineering Lars Moravy stated, in the next five years, “Real-World AI” built by Robotaxi, Cybercab, and Optimus will be fully integrated into work, travel, and home scenarios, propelling

``` How much money can AI large-model companies really make? Guojin Securities’ latest report provides a disruptive answer: Stop focusing on the software market—look at humanity’s payroll. Companies buy AI not to be trendy, but to save money. Replacing part of human labor with AI, increasing efficiency, and cutting