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Goldman Sachs: The World Cup will add 40,000 nonfarm jobs.

Goldman Sachs: The World Cup will add 40,000 nonfarm jobs.

``` The World Cup may provide extra support for U.S. employment data in June. Goldman Sachs estimates that the event will increase non-farm payrolls by about 40,000, making Thursday's employment report stronger than market expectations. According to CNBC's Thursday report, economists surveyed by Dow Jones

The "lag" from innovation to productivity surge: Important lessons from the information and communication technology revolution for the AI era

The "lag" from innovation to productivity surge: Important lessons from the information and communication technology revolution for the AI era

The productivity boost brought by AI may be real, but the speed at which it enters macro data may not align with the market's most optimistic timeline. Experience from the information and communication technology (ICT) revolution shows that new technologies often have significant time lags from commercialization, investment

When Meta starts selling computing power

When Meta starts selling computing power

July 1st, Bloomberg broke the news: Meta is internally advancing a project codenamed “Meta Compute,” planning to sell excess AI computing power to external clients. Two paths are being pursued simultaneously: - Managed model access — opening up models like Llama and Muse Spark to enterprise clients, charging by token usage,

Meta’s remark about “selling computing power” crashes AI hardware! Wall Street quickly analyzes: Don’t panic, this doesn’t mean a computing power surplus, this isn’t an industry turning point.

Meta’s remark about “selling computing power” crashes AI hardware! Wall Street quickly analyzes: Don’t panic, this doesn’t mean a computing power surplus, this isn’t an industry turning point.

A piece of news about Meta selling excess computing power has simultaneously put several of the most sensitive issues in AI trading on the table: **is computing power really in shortage, will Meta lower its capital expenditure, and how long can Neocloud keep making money?** [Wallstreet.cn mentions](https://wallstreetcn.

AI Drives Surge in South Korean Exports: Prices Soar, but Volume Falls Behind

AI Drives Surge in South Korean Exports: Prices Soar, but Volume Falls Behind

Nomura Securities believes that Korea’s June export data looks like a celebration, but beneath the high numbers, internal structural cracks are already showing. WallstreetCN article previously reported that South Korea’s exports in June soared 70.9% year-on-year to $102.25 billion, breaking the $100 billion mark in a

SemiAnalysis: Google's next-generation TPU will use Intel's EMIB-T packaging

SemiAnalysis: Google's next-generation TPU will use Intel's EMIB-T packaging

On July 1st, according to renowned semiconductor analytics firm SemiAnalysis, Google's next-generation TPU, codenamed Humufish, will abandon TSMC's CoWoS packaging and instead adopt Intel's EMIB-T technology. Currently, TSMC's CoWoS is the industry's default standard for AI chip packaging. As a

The power of the "world's largest leveraged ETF": The "2x SK Hynix ETF" not only affects SK Hynix, but even influences the performance of global technology stocks as a whole.

The power of the "world's largest leveraged ETF": The "2x SK Hynix ETF" not only affects SK Hynix, but even influences the performance of global technology stocks as a whole.

``` Leveraged ETFs tracking individual technology giants are evolving from passive investment tools into core engines amplifying global market volatility. With highly concentrated capital, these products not only magnify the ups and downs of underlying stocks and benchmark indices, but their chain reactions are spreading to global tech stocks. Last week,