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AI dominated the morning session of the Berkshire annual meeting; CEO: We won’t pursue AI just for the sake of AI, Executive: Don’t expect AI to tell you which stock to buy.

AI dominated the morning session of the Berkshire annual meeting; CEO: We won’t pursue AI just for the sake of AI, Executive: Don’t expect AI to tell you which stock to buy.

AI themes dominated the morning session of the Berkshire annual meeting, with Berkshire’s CEO stating that the company will plan rationally. On Saturday, May 2 local time, at the morning session of the 2026 Berkshire shareholders’ meeting, Buffett’s successor Greg Abel stated that Berkshire holds a cautious position

Global crude oil inventories are bottoming out! Three major energy giants warn: The market has yet to feel the real impact.

Global crude oil inventories are bottoming out! Three major energy giants warn: The market has yet to feel the real impact.

``` The global crude oil supply buffer is rapidly being depleted. With the ongoing blockade of the Strait of Hormuz, international oil giants have issued stern warnings: commercial inventories, strategic reserves, and ship-borne crude oil are being consumed at an accelerated pace, while the market has yet to feel the full

U.S. stock indices hit new highs, but declining stocks far outnumber gainers? Goldman Sachs: Momentum is crowded, a reversal could trigger a sharp pullback.

U.S. stock indices hit new highs, but declining stocks far outnumber gainers? Goldman Sachs: Momentum is crowded, a reversal could trigger a sharp pullback.

S&P 500 Index repeatedly hits record highs, but this cannot hide deep fractures within the market—the number of declining stocks far exceeds rising stocks even as the index climbs. Goldman Sachs chief U.S. equity strategist Ben Snider's team warns in their latest report that

Japanese manufacturing giants "shift to AI in bulk," "bathroom giant" expands production of storage components, Toto's stock price soars

Japanese manufacturing giants "shift to AI in bulk," "bathroom giant" expands production of storage components, Toto's stock price soars

``` Japanese bathroom giant Toto is transforming from a toilet manufacturer into a key player in the AI industry chain thanks to its semiconductor component business. On Friday, the company announced an expansion of its semiconductor component production capacity and released record annual profit data. Its stock price surged 18% in

SemiAnalysis: Downstream large model companies are already making huge profits; Nvidia and TSMC can earn even more

SemiAnalysis: Downstream large model companies are already making huge profits; Nvidia and TSMC can earn even more

``` The AI value chain is undergoing a structural revaluation. Previously, most profits went to chip manufacturers, but now downstream model firms are rapidly catching up, while upstream profit margins are far from hitting a ceiling. SemiAnalysis points out that Anthropic's annualized revenue soared from $9 billion to over

Japan intervened in the foreign exchange market for the "second time" before the holidays? The market even speculates that "Japan not only boosted the yen, but also pushed down oil prices."

Japan intervened in the foreign exchange market for the "second time" before the holidays? The market even speculates that "Japan not only boosted the yen, but also pushed down oil prices."

``` On the eve of Japan’s “Golden Week” holiday (May 3 to 6), the country allegedly intervened in the foreign exchange market twice within less than 48 hours. What’s attracting even more attention is that, during the same window when the yen surged, Brent crude oil suddenly plunged. Multiple

The connector landscape is undergoing a major transformation: from "component manufacturing" to the ultimate battle of "AI computing power system integration".

The connector landscape is undergoing a major transformation: from "component manufacturing" to the ultimate battle of "AI computing power system integration".

``` The connector industry is standing at a historic turning point, shifting from "automotive-driven" to "AI-driven." TE Connectivity, relying on its leading position in automotive connectors, has long held the top spot in the global connector industry since 1980. However, in 2025, this pattern, maintained for forty-five