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Goldman Sachs' Major Prediction: In the Second Half of the AI Era, Focus Will Shift from Chips to Humanoid Robots

Goldman Sachs' Major Prediction: In the Second Half of the AI Era, Focus Will Shift from Chips to Humanoid Robots

Goldman Sachs believes that the AI investment narrative is shifting from the infrastructure layer to the application layer, with humanoid robots becoming the next clearest frontier for monetization. The bank recommends that investors position themselves early to seize opportunities in the initial cycle brought about by years of capital rotation

Nike and Adidas still account for nearly 90% of revenue, and the results of Topsports’ transformation have yet to materialize.

Nike and Adidas still account for nearly 90% of revenue, and the results of Topsports’ transformation have yet to materialize.

``` Taobo’s performance recovery is still only halfway there. For the fiscal year ending February 28, 2026, Taobo’s revenue decreased by 4.7% year-on-year to 25.74 billion yuan. The company still faces declining offline traffic, weak consumer spending, and fluctuations among key clients, but through store closures, cost

Trump Re-Files Lawsuit Against The Wall Street Journal, Insists on $10 Billion in Damages

Trump Re-Files Lawsuit Against The Wall Street Journal, Insists on $10 Billion in Damages

``` Trump has once again launched a legal attack against The Wall Street Journal, submitting a revised complaint within the statutory period after the original was dismissed by the court, insisting on a claim of $10 billion. According to Bloomberg, the revised complaint was submitted to the federal court in Florida

After a 77% surge in a single month, Micron's P/E ratio is still less than half of Nvidia's.

After a 77% surge in a single month, Micron's P/E ratio is still less than half of Nvidia's.

``` Micron Technology’s stock price is experiencing the strongest monthly rally in nearly 40 years, but analysts point out that even so, the valuation of this chip stock remains low. Micron’s stock has surged more than 77% in May, poised to record its biggest monthly gain since December 1987.

Musk is serious about making chips! Terafab is purchasing key equipment at "significantly above market price" to "achieve extremely short-term goals with minimal manpower."

Musk is serious about making chips! Terafab is purchasing key equipment at "significantly above market price" to "achieve extremely short-term goals with minimal manpower."

``` Musk's semiconductor ambitions are moving from concept to concrete progress. Renowned Apple supply chain analyst Ming-Chi Kuo's latest industry survey reveals that Terafab is procuring key equipment from manufacturers at "prices significantly higher than market rates," an unusual move that directly confirms the extreme

AI Sparks a Revolution in Power Architecture: Who Will Be the Biggest Winner in the 800VDC Wave?

AI Sparks a Revolution in Power Architecture: Who Will Be the Biggest Winner in the 800VDC Wave?

``` The exponential growth in AI computing power density is triggering a historic overhaul of data center electric infrastructure. Rack power demand is expected to leap nearly a hundredfold within a decade, forcing a comprehensive renewal of the entire power supply and distribution system from grid entry to chip core, thereby

From $120 plummeting to $72, is silver’s decline not over yet? Three major investment banks issue warnings.

From $120 plummeting to $72, is silver’s decline not over yet? Three major investment banks issue warnings.

``` After the surge in silver prices in 2025, silver is now facing bearish pressure from multiple fronts. On Thursday, the spot price of silver fell to around $72.96/oz, marking a cumulative drop of nearly 40% from the all-time high of $120 reached on January 28 this year. Meanwhile,