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Major short seller Burry increased his short positions in Micron and Nebius, arguing that "a surge in memory supply will put downward pressure on prices."

Major short seller Burry increased his short positions in Micron and Nebius, arguing that "a surge in memory supply will put downward pressure on prices."

Michael Burry significantly increased his short positions in the semiconductor sector, firmly believing that the supply and demand dynamics in the memory market were reversing. According to Burry's own post on Substack, he has further increased his short positions in Micron Technology, AI infrastructure company Nebius, the iShares

Office agents are no longer competing on who can create the best PowerPoint presentations; they're now vying to prove "who knows the company best."

Office agents are no longer competing on who can create the best PowerPoint presentations; they're now vying to prove "who knows the company best."

At the Yunqi Conference on September 22, Qianwen Office released six enterprise capabilities at once. The most eye-catching feature is the "digital employee": it has a name, department, manager, job responsibilities, and scope of authorization; it can be deactivated, and its execution records are traceable. It seems that

When AI starts “teaching itself”: Is Opus 5.5 the first large model trained with RSI?

When AI starts “teaching itself”: Is Opus 5.5 the first large model trained with RSI?

Anthropic's latest release, Claude Opus 5.5, boasts a significant performance boost while reducing operating costs by 40%, an unconventional combination that has drawn close attention from the industry to its training methods. On the social platform X, Google engineer Patrick C Toulme made a speculation: Opus 5.

The three major A-share indices all fell in the morning session, with real estate stocks surging again and Vanke hitting the daily limit. PCB and CRO stocks bucked the trend and rose, while the Hang Seng Index fell 1%, and tech stocks generally declined.

The three major A-share indices all fell in the morning session, with real estate stocks surging again and Vanke hitting the daily limit. PCB and CRO stocks bucked the trend and rose, while the Hang Seng Index fell 1%, and tech stocks generally declined.

On September 23, A-shares fluctuated and fell, with the three major stock indexes all declining in the morning session. The real estate sector rebounded again, with Vanke A and other stocks hitting the daily limit. Concept stocks such as CRO, glass substrate, and circuit board rose against the trend, while

Agents are "reshaping" the service industry! Muse reignites "panic," and financial stocks are caught in the crossfire.

Agents are "reshaping" the service industry! Muse reignites "panic," and financial stocks are caught in the crossfire.

Meta's consumer-grade AI agent Muse topped the Apple App Store in downloads, sparking renewed concerns on Wall Street about AI disrupting the financial services industry, and causing bank and brokerage stocks to suffer their biggest single-day drop in months. On September 22, the US financial sector suffered a

AI trading makes a comeback, Nasdaq hits new high, storage sector leads gains.

AI trading makes a comeback, Nasdaq hits new high, storage sector leads gains.

AI trading made a strong comeback, coupled with continued upward revisions to earnings expectations, and the Nasdaq 100 index closed at a record high on Tuesday. The memory chip sector led the gains, with NAND flash memory accelerating its transformation from a commodity to a core component of AI infrastructure.

The US and Iran held their first talks since June, with Trump threatening to "swiftly destroy Iran" while also stating that the talks were "productive" and that he "did not rule out a deal after the midterm elections."

The US and Iran held their first talks since June, with Trump threatening to "swiftly destroy Iran" while also stating that the talks were "productive" and that he "did not rule out a deal after the midterm elections."

Iranian Foreign Minister meets with US Special Envoy in New York On September 22 local time, Iranian Foreign Minister Araqchi and US Presidential Special Envoy Witkov met in New York on the sidelines of the 81st session of the United Nations General Assembly. According to Iranian sources, this move was