All-Weather Media

Admin

Musk Profits Greatly from War: Starlink Wartime Fees Soar 5-Fold, Forcing the Pentagon to Foot the Bill

Musk Profits Greatly from War: Starlink Wartime Fees Soar 5-Fold, Forcing the Pentagon to Foot the Bill

``` During the US-Iran war, SpaceX took advantage of Starlink’s irreplaceability to significantly raise prices for the Pentagon, increasing the satellite connection fee for kamikaze drones from about $5,000 per month to $25,000, a nearly fivefold increase. The Pentagon ultimately chose to compromise, but this dispute is exposing

Micron Technology rises over 7% premarket as UBS sharply raises its target price for Micron to the highest on Wall Street, expecting its market value to reach $1.8 trillion.

Micron Technology rises over 7% premarket as UBS sharply raises its target price for Micron to the highest on Wall Street, expecting its market value to reach $1.8 trillion.

``` Micron Technology rose 7% in pre-market trading after UBS raised its target price for the memory chip manufacturer from $535 to $1,625, the highest level on Wall Street. This target price implies that Micron's stock will more than double from its pre-market price of around $800, with

SemiAnalysis In-Depth Analysis: Under the Wave of 800VDC, the Power Equipment Market Is Quietly Being Reshaped

SemiAnalysis In-Depth Analysis: Under the Wave of 800VDC, the Power Equipment Market Is Quietly Being Reshaped

The power architecture of data centers is at a historic turning point. As GPU rack power density leaps toward the 600kW range, the 800VDC direct current distribution revolution driven by physical laws has evolved from internal experiments by hyperscale cloud providers into an industry-wide systemic reconstruction that cannot be avoided.

Nearly 1 billion yuan invested, CATL secures stake in Blue Electric.

Nearly 1 billion yuan invested, CATL secures stake in Blue Electric.

``` Author | Zhou Zhiyu Over the past two years, Chinese car companies have intensively adjusted the capital structure of their brands. Geely completed the privatization of Zeekr and consolidated Lynk & Co., Changan promoted independent financing for Deep Blue, and Seres has also accelerated its operations. On May 25, Seres announced

Power consumption surges 100-fold! Bank of America: The era of 1.5 MW data center cabinets has arrived, disrupting the traditional power distribution system

Power consumption surges 100-fold! Bank of America: The era of 1.5 MW data center cabinets has arrived, disrupting the traditional power distribution system

The unlimited expansion of AI computing power is hitting a real wall—electricity. According to Chasing Wind Trading Desk and Bank of America’s latest research report, as NVIDIA’s GPU platforms iterate, data center cabinet power consumption will surge from 10-15 kW for traditional servers to over 1.5

More than half of revenue comes from skincare—Is Yatsen planning to shed the Perfect Diary label?

More than half of revenue comes from skincare—Is Yatsen planning to shed the Perfect Diary label?

``` Yatsen is moving further away from the label of "Perfect Diary's parent company." On May 26, Yatsen disclosed its Q1 2026 results: total net revenue for the quarter reached 1.02 billion RMB, up 22.5% year-on-year; gross margin increased to 80.2%, remaining at a

Tomorrow! The Korean stock market will introduce 2x leveraged ETFs for Samsung and SK Hynix, with daily price swings of up to 60%.

Tomorrow! The Korean stock market will introduce 2x leveraged ETFs for Samsung and SK Hynix, with daily price swings of up to 60%.

``` Under the pressure of large-scale outflows of retail funds to similar overseas products, Korean regulators have completed a major policy shift, and the first batch of single-stock leveraged ETFs will officially be listed on May 27. 16 leveraged and inverse ETFs based on Samsung Electronics and SK Hynix, with 2x