All-Weather Media

Admin

This time, it’s truly different! Nomura: Embrace the new AI normal; Samsung and SK Hynix valuations should be compared to TSMC.

This time, it’s truly different! Nomura: Embrace the new AI normal; Samsung and SK Hynix valuations should be compared to TSMC.

AI-driven memory demand is entering an exponential expansion phase, while supply growth is far behind. Nomura Securities believes that this memory super cycle is completely different from any in history—structural supply-demand imbalance, long-term agreements (LTA) securing profit visibility, and an AI self-reinforcing investment cycle are fundamentally reshaping the valuation

The "AI layoff wave" is approaching: 1/4 of recent layoffs in the US are due to AI.

The "AI layoff wave" is approaching: 1/4 of recent layoffs in the US are due to AI.

``` Artificial intelligence is shifting from a capital market narrative to a reality in the job market. The latest data shows that over a quarter of recently announced layoffs by U.S. companies have been explicitly attributed to AI—a stark contrast to zero a year ago—signaling that the impact

Goldman Sachs: The biggest threat to the current market is the "Iran risk combined with the interest rate storm"; even if the stock market rises further, volatility will increase.

Goldman Sachs: The biggest threat to the current market is the "Iran risk combined with the interest rate storm"; even if the stock market rises further, volatility will increase.

The Iran ceasefire agreement has compressed deep tail risks, ushering in a broad rebound in global risk assets. But Goldman Sachs warns that this rally contains a hidden "cost of comfort": the market is significantly underpricing the downside risk of renewed escalation in Iran, and the upward pressure

The judiciary steps in as the U.S. investigates a BlackRock private credit fund whose valuation suddenly plunged 19% in January.

The judiciary steps in as the U.S. investigates a BlackRock private credit fund whose valuation suddenly plunged 19% in January.

Judicial authorities intervene: U.S. investigates BlackRock’s private credit fund as its valuation suddenly plunged 19% in January U.S. federal prosecutors have launched an investigation into a private credit fund managed by BlackRock, pushing the long-standing issue of opaque valuations in the private credit market into the realm

Buffett has long "scoffed at" the airline industry, but Berkshire's "new king" bought $2.6 billion worth of Delta Air Lines.

Buffett has long "scoffed at" the airline industry, but Berkshire's "new king" bought $2.6 billion worth of Delta Air Lines.

``` Berkshire’s "new king" invested $2.6 billion heavily in Delta Air Lines, marking the investment giant's third foray into the aviation industry—previously, Warren Buffett had scoffed at airline stocks for decades. According to Berkshire Hathaway’s 13F holding report submitted on May 15, 2026,

Soros Fund increased its holdings in Nvidia and Apple in the first quarter, and also bought the dip in Berkshire.

Soros Fund increased its holdings in Nvidia and Apple in the first quarter, and also bought the dip in Berkshire.

``` Soros Fund steps in to bottom-fish Berkshire Hathaway, right after Buffett steps down. Soros Fund Management, founded by George Soros, bought Berkshire Hathaway stock for the first time in the first quarter of this year. At the same time, the fund’s total equity holdings rose by 5.7% against

Global inflation intensifies the bond market storm, shaking the foundation of the stock market bull run—“Now everything depends on oil.”

Global inflation intensifies the bond market storm, shaking the foundation of the stock market bull run—“Now everything depends on oil.”

``` A panic caused by an inflation shock triggered by the Iran war is reshaping the global interest rate landscape. Long-term government bond yields in the US, Japan, and UK surged synchronously this week, repeatedly hitting multi-year and even historical highs, posing the most direct rate threat to the months-long stock