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The Chicago Fed President questions the AI productivity narrative, challenging the rate-cut logic of the Trump administration and the incoming Fed Chair. On Friday, Chicago Fed President Austan Goolsbee warned that the broad expectation for AI-driven productivity itself could push up interest rates. If this technological revolution disappoints, the outcome

``` Palantir is standing at a delicate crossroads: it has completed a transformation on the wave of AI, but may also be overwhelmed by the very same wave. As reported by WallstreetCN, after the US markets closed on Monday, the 4th (Eastern Time), Palantir released an impressive report, with both revenue

On May 8, Toyota Motor Corporation released its annual report for fiscal year 2025 (April 2025 to March 2026). The world's largest automaker achieved an unprecedented breakthrough in Japanese corporate history, with consolidated revenue reaching 50.68 trillion yen, a year-on-year increase of 5.5%, making it the

``` A potential chip foundry agreement between Apple and Intel is reshaping the competitive landscape of the global semiconductor industry. This is not only the strongest signal yet that Intel’s foundry business is emerging from its difficulties, but also marks the possible end of Apple’s years-long exclusive reliance on

Entering 2026, the capital narrative in the embodied intelligence track is experiencing a substantive divergence, shifting from blindly chasing the “humanoid” concept in laboratories to scrutinizing the mass production and delivery capabilities in real industrial scenarios. On May 9th, general embodied intelligence technology company Xiaoyu Zhizao announced the completion of

``` Event: On May 9, the General Administration of Customs announced the import and export data for April. Exports (in USD terms) year-on-year were 14.1%, expected 7.1%, previous value 2.5%; imports (in USD terms) year-on-year were 25.3%, expected 14%, previous value 27.8%. 1. Core Viewpoint: The