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Companies claim they want to embrace AI, but the actual implementation is progressing much slower than they themselves expected. According to news from Chasing Wind Trading Desk, on May 11, UBS economist Arend Kapteyn released a report. The team conducted a semi-annual survey of 139 IT executives and data engineers,

``` Circle’s narrative for Q1 is shifting: it is still a stablecoin issuer highly dependent on USDC reserve income, but both management and sell-side research are now emphasizing a bigger story—whether USDC can become a programmable settlement currency that AI agents can access and use via API. The latest

``` AI stocks accelerated again last week, but several quantitative signals are already flashing warnings: the Nasdaq is displaying a combination of “spot prices rising, volatility rising,” VIX continues downward, while VXN has rebounded noticeably; the skew in US tech stock options has dropped sharply, and the process of quantitative funds

``` On May 12, A-shares fluctuated and diverged in the early session. The three main stock indices showed mixed performance, with the Shanghai and Shenzhen indices slightly down and the ChiNext board opening higher before declining. Computing power hardware stocks remained active, optical communication, optical module, and optical chip sectors strengthened,

``` Kim Yong-beom, Chief of the Policy Office at the South Korean Presidential Office, proposed considering the establishment of a so-called "citizen dividend," with the source of funds being the excess profits generated by the artificial intelligence (AI) industry. "The gains from the era of artificial intelligence infrastructure

``` Revenue tripled, but the "Quantum Nvidia" Rigetti's stock price fell after hours. On May 11, quantum computing company Rigetti Computing released its Q1 2026 financial report after US market hours. In terms of revenue, Rigetti's Q1 revenue reached $4.4 million, tripling year-over-year, surpassing