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① **AGI Chip Demand Doubled in 6 Weeks Is the Biggest News**: Client demand for Arm’s first self-developed server chip AGI CPU has doubled from $1 billion at the end of March to over $2 billion (FY27-28), but management maintains the $1 billion guidance due to supply chain capacity limitations—

``` Before media reports about easing US-Iran tensions were released, the US crude oil futures market saw massive abnormal transactions. This tens-of-billions-dollar advance bet has once again sparked concerns in the market about illegal trading using geopolitical insider information. On Wednesday evening Beijing time, within the hour before Wallstreetcn mentioned the

``` One of America’s largest public unions has issued a warning to securities regulators, targeting the largest IPO plan in SpaceX history, saying its valuation "defies financial logic" and demanding the SEC conduct a strict review of related filings. On Wednesday, the American Federation of Teachers (AFT) sent

The $1.8 trillion private credit market is facing a harsh reality check. As asset valuations decline and redemption pressures surge, retail investors are finding themselves trapped in a liquidity trap, while Wall Street’s large banks are being forced to shoulder massive paper losses on their balance sheets due

① **Record revenue of $1.81 billion, with growth accelerating:** Year-over-year growth of 21% (+27% on a pro forma basis), quarter-over-quarter growth of 7%. More importantly, Q4 guidance midpoint is $1.98 billion (+10% QoQ), and management has clearly stated that FY2027 growth rate will exceed FY2026—even with the revenue

``` Will xAIbecome the next CoreWeave? This week, SpaceX announced that its xAI division reached a computing power supply agreement with AI company Anthropic, providing the latter with computational resources. Just a few weeks ago, xAI had signed a similar deal with AI programming startup Cursor. Musk soon responded on the