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Executives at major global banks are forming a rare consensus on the topic of AI replacing human labor—layoffs are inevitable, with middle-office functions and entry-level positions bearing the brunt, and the employment landscape in the financial industry is facing structural reshaping. On June 7, Bloomberg reported that JPMorgan Chase

As Broadcom's stock comes under pressure, a recently circulated channel survey by Mizuho shows a strong bullish signal from the bank regarding Broadcom. There is only one core data point, but it’s explosive enough: It predicts that Google’s TPU shipments will exceed 35 million units in

Running first doesn't necessarily mean winning first, but in this hundred-billion-dollar IPO race, no one dares to slow down. Anthropic has recently officially submitted IPO application documents, taking the lead in its listing competition with OpenAI. Both companies have already hired law firms to draft prospectuses and are

``` The US-Iran ceasefire agreement is in jeopardy, compounded by last week’s strong employment data boosting rate hike expectations, global risk assets have taken multiple hits. Iran launched several rounds of missiles at Israel, causing an already fragile Middle East ceasefire situation to become increasingly critical. Asia-Pacific stock markets opened

``` The bond market is preparing for an inflation shock. Traders are betting that the U.S. consumer price data to be released this week will show the biggest increase in years, further reinforcing expectations that the Federal Reserve will shift toward raising interest rates. Unexpectedly strong U.S. jobs data

``` U.S. stocks are facing a severe stress test in June. Bank of America strategist Michael Hartnett warns that a series of intensive macro event risks and a sharp withdrawal of market liquidity may push global bond yields significantly higher, thereby bursting the current technology asset bubble. According to Chasing