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Don't just focus on chips, Goldman Sachs: From data management to employee training, AI Agents require "large-scale non-hardware investments".

Don't just focus on chips, Goldman Sachs: From data management to employee training, AI Agents require "large-scale non-hardware investments".

``` Author: Long Yue Source: Hard AI Market attention on AI investment is overly concentrated on hardware, while “non-hardware investments” such as data infrastructure, organizational redesign, and workforce restructuring are rapidly rising; their scale and impact can no longer be ignored. Joseph Briggs and other analysts from the Goldman Sachs Global

U.S. retail investors are "switching casinos": they're selling U.S. stocks, not speculating on leveraged ETFs, and all flocking to prediction markets.

U.S. retail investors are "switching casinos": they're selling U.S. stocks, not speculating on leveraged ETFs, and all flocking to prediction markets.

The story of U.S. retail investors is changing. It’s not that retail investors are completely withdrawing, nor is it another round of GameStop-style frenzy. Instead, long-term allocation remains, while short-term speculation is ebbing. U.S. households’ stock exposure remains high, but in 2025 households will be net sellers

A Chronicle of a U.S. Dollar Money Market Fund Product’s “Crash”

A Chronicle of a U.S. Dollar Money Market Fund Product’s “Crash”

In the past few years, in the minds of mainland financial investors, the "high interest rates" across the ocean have always seemed like a tempting fertile land. Some investors, yearning for "stable high interest," have set their sights on the overseas fixed-income markets that seem safe.

Report: Foxconn has already "supplied in advance" all-optical CPO cabinets to Nvidia and has significantly raised its shipment targets.

Report: Foxconn has already "supplied in advance" all-optical CPO cabinets to Nvidia and has significantly raised its shipment targets.

``` Foxconn’s AI business is quietly shifting gears. According to Taiwan’s Economic Daily News on May 13, market sources report that Foxconn Group’s “all-optical CPO switch cabinets” have been delivered ahead of schedule to major client Nvidia. The shipment target has been significantly revised upward from the original

High inflation, short U.S. Treasuries! Expectations of "Fed rate hikes" are rising, and "bond veterans" predict "the 10-year U.S. Treasury yield will surpass 5% this year."

High inflation, short U.S. Treasuries! Expectations of "Fed rate hikes" are rising, and "bond veterans" predict "the 10-year U.S. Treasury yield will surpass 5% this year."

US inflation data has strengthened again, and the US Treasury market has encountered a new round of sell-offs. According to WallstreetCN, data released by the US Department of Labor on Tuesday showed April CPI accelerated due to rising oil and food prices, fueling expectations that the Fed will maintain high

All-night negotiations have failed, and Samsung Electronics faces an 18-day strike starting from May 21.

All-night negotiations have failed, and Samsung Electronics faces an 18-day strike starting from May 21.

``` Samsung Electronics, the world’s largest memory chip manufacturer, is standing on the verge of a massive strike. At around 3 a.m. local time on May 13, in Seoul, Samsung Electronics union representative Choi Seung-ho exited the negotiation room and announced to reporters: the talks had failed. According to

JPMorgan CEO: "Stupid" trade barriers between the US and Europe should be fixed; US stocks have not reflected Middle East risks.

JPMorgan CEO: "Stupid" trade barriers between the US and Europe should be fixed; US stocks have not reflected Middle East risks.

``` JPMorgan Chase CEO Jamie Dimon has warned that there are "stupid" trade issues between the US and Europe, and if they can be resolved, it would create better growth conditions for both economies. In an interview during JPMorgan's annual Global Markets Conference held in Paris on