All-Weather Media

Admin

Intel surged 214% in six weeks, short sellers lost over $10 billion but remain "stubborn," Wall Street warns of a 34% correction potential.

Intel surged 214% in six weeks, short sellers lost over $10 billion but remain "stubborn," Wall Street warns of a 34% correction potential.

``` Intel's stock price has soared more than twofold since the end of March, creating a market miracle while pushing short sellers into massive losses — but this hasn't stopped them from continuing to bet on a price reversal. According to S3 Partners data, Intel's stock

"Internet bubble 'survivors': Today's AI is more like 1997, not 1999."

"Internet bubble 'survivors': Today's AI is more like 1997, not 1999."

``` Exactly where does the current AI infrastructure boom stand on the historical timeline of the internet era—is it at the accelerated starting stage of 1995, the mid-stage sprint of 1997, or approaching the bubble’s end in 1999? Wall Street is offering sharply different judgments about the current market

Crude oil, AI chips, and rents: a triple whammy—US CPI may be "hot and sizzling" tonight.

Crude oil, AI chips, and rents: a triple whammy—US CPI may be "hot and sizzling" tonight.

US April CPI is expected to continue the hot momentum of March, driven by three factors: soaring energy prices, rising AI hardware costs, and “technical catch-up” in the data. The figures to be released tonight may once again shake the market, making the prospects for a Fed rate cut even

Bank of America: Apple and Intel's collaboration may trigger a €4.6 billion equipment purchase spree, with ASML expected to be the biggest winner.

Bank of America: Apple and Intel's collaboration may trigger a €4.6 billion equipment purchase spree, with ASML expected to be the biggest winner.

``` The potential chip foundry cooperation between Apple and Intel is drawing widespread attention in the semiconductor equipment industry. According to the latest analysis by Bank of America, the value of this cooperation agreement could reach as high as $10 billion and will drive Intel to make large-scale purchases of chip

Hedge funds pour into soybean oil and corn, betting that the Iran war will boost biofuel demand

Hedge funds pour into soybean oil and corn, betting that the Iran war will boost biofuel demand

``` Hedge funds are now viewing agricultural commodities as the next explosive point amid the shock of the Iran war, building long positions in biofuel raw materials such as soybean oil and corn to hedge against the high volatility risk of directly holding oil and gas assets. According to the latest

Tencent WeChat Shops have increased their incentives.

Tencent WeChat Shops have increased their incentives.

Author | Huang Yu In order to further boost sales of WeChat Stores, Tencent is pouring real money and traffic dividends into livestream rooms. According to the latest official announcement, "WeChat Store 2026 618 Platform Promotion," WeChat Store will increase traffic incentives to more than three times the 2025

After the "Nvidia tax" comes the "memory tax"! AI infrastructure costs are spiraling out of control: Memory will account for up to 30% of capital expenditures.

After the "Nvidia tax" comes the "memory tax"! AI infrastructure costs are spiraling out of control: Memory will account for up to 30% of capital expenditures.

``` The AI arms race is giving rise to a profound inflation crisis. After the high premiums for Nvidia GPUs were dubbed the "Nvidia tax," another "memory tax" is quietly taking shape. According to estimates by market research firm SemiAnalysis, memory expenditures accounted for about 8% of