Admin

``` Tech giants are pouring money into acquiring AI chips, putting unprecedented pressure on global chip manufacturing capacity, and the biggest beneficiary of this supply crunch points to the same name—TSMC. Microsoft, Meta, Alphabet, and Amazon have planned combined capital expenditures of up to $725 billion this year, with most

``` Strong employment data and persistently rising inflation pressures are collectively prompting Wall Street’s major institutions to postpone their expectations for Federal Reserve rate cuts, with some institutions even delaying the anticipated first rate cut to 2027. Goldman Sachs and Bank of America both adjusted their forecasts last week, pushing

Strong corporate earnings are driving the S&P 500 index back to historic highs, with veteran Wall Street investment strategist Ed Yardeni sharply raising his forecasts for the U.S. stock market. He predicts the benchmark index will break through 8,000 points by year-end and reach the 10,

``` Google security researchers have discovered that a cybercriminal group has used artificial intelligence to generate a hacking tool, successfully identifying an unknown vulnerability in a widely-used system management software, and attempting to weaponize it. This is the first time Google has detected an attack using AI to generate a "

``` Michael Burry, the inspiration for the main character in "The Big Short," has issued a warning of a market crash, saying the "parabolic" surge in tech stocks is pushing their valuations to unsustainable highs, and the Nasdaq 100 Index faces significant downside risk. In his Substack

``` Copper prices surged sharply on Monday, with London copper hitting a new all-time high closing record. The metals market demonstrated strong immunity to geopolitical risks in the Middle East. Tightened supply and demand has replaced geopolitical variables as the core driver of price trends. London copper closed up 2.7%