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Oil prices have fallen back to "pre-Iraq war levels"—is the market overreacting?

Oil prices have fallen back to "pre-Iraq war levels"—is the market overreacting?

``` Brent crude oil fell below $77/barrel this week, almost erasing all geopolitical premiums added since the outbreak of the Iran war, reaching the lowest level since the conflict began. However, several analysts warn that the futures market is pricing in a supply recovery that has not yet truly happened,

Accenture's stock price plummeted 18% to a near decade low, pressured by both AI disruption and Middle East turmoil.

Accenture's stock price plummeted 18% to a near decade low, pressured by both AI disruption and Middle East turmoil.

``` Accenture, one of the world's largest IT consulting companies, saw its share price plunge 18% on Thursday after lowering its full-year revenue outlook, hitting its lowest level since 2017. Its market value has shrunk from over $200 billion after the pandemic to less than $80 billion. The company

Hedging July rate hike risks! Traders flock to U.S. Treasury futures, trading volume surges to a record high.

Hedging July rate hike risks! Traders flock to U.S. Treasury futures, trading volume surges to a record high.

``` The new Fed Chairman Warsh sends out strong hawkish signals, causing dramatic turmoil in the bond market. Traders swiftly reprice the rate hike path, and US Treasury futures trading volume hits a historic record. According to the latest data released by the Chicago Mercantile Exchange (CME) on Thursday, over 500,

A netizen asked, "When will Chinese large models reach the Fable level?" Musk replied, "Possibly Q1 next year," and Zhipu CEO Tang Jie said, "It won't take that long."

A netizen asked, "When will Chinese large models reach the Fable level?" Musk replied, "Possibly Q1 next year," and Zhipu CEO Tang Jie said, "It won't take that long."

``` Centered around Anthropic’s frontier models being removed due to export controls, a public debate about the timetable for China’s large models to catch up is unfolding on the X platform. The clash of multiple viewpoints reflects the accelerated reshaping of the AI industry landscape. After Zhipu AI released

The Strait of Hormuz has reopened, but is Iran charging fees, and can tankers be found?

The Strait of Hormuz has reopened, but is Iran charging fees, and can tankers be found?

``` The Strait of Hormuz has reopened after months of blockade, but it has not immediately brought the kind of unimpeded flow the markets expected. Ambiguous statements from U.S. officials regarding transit fees after 60 days have left the shipping industry uneasy; meanwhile, large Asian refiners are already facing a

After its record-breaking IPO, SpaceX issues another $20 billion in debt; Musk aims to create a "modern-day Union Pacific Railroad Company."

After its record-breaking IPO, SpaceX issues another $20 billion in debt; Musk aims to create a "modern-day Union Pacific Railroad Company."

``` SpaceX's financing story is far from concluded with its IPO. According to Bloomberg, after completing its listing, SpaceX is rapidly turning to the bond market to advance its artificial intelligence and orbital data center plans. The company has begun preparing its first bond issuance, with a scale of

U.S. Treasury: In April, overseas purchases of U.S. securities reached $103 billion; U.S. Treasury holdings increased by $3.9 billion; China's holdings hit the lowest level since 2008.

U.S. Treasury: In April, overseas purchases of U.S. securities reached $103 billion; U.S. Treasury holdings increased by $3.9 billion; China's holdings hit the lowest level since 2008.

``` The U.S. Treasury Department stated in its monthly International Capital (TIC) report released Thursday that foreign investors were estimated to have purchased $103 billion in U.S. long-term securities in April; meanwhile, their holdings of U.S. Treasury bonds increased by $3.9 billion. In March, foreign holdings of