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Oak Capital Co-CEO: Market pricing is perplexing, and fundamental risks are seriously underestimated.

Oak Capital Co-CEO: Market pricing is perplexing, and fundamental risks are seriously underestimated.

Armen Panossian, co-CEO of Oaktree Capital Management, has warned that the market is digesting a series of fundamental issues too quickly, prompting his company to keep cash on hand and wait for the right moment of adjustment. Panossian pointed out that the "extremely abundant" liquidity after the pandemic,

U.S. factory orders in March exceeded expectations across the board, with the AI boom driving a manufacturing recovery.

U.S. factory orders in March exceeded expectations across the board, with the AI boom driving a manufacturing recovery.

``` U.S. factory orders for March increased more than expected, driven primarily by a surge in demand for electronic products amid the AI investment boom. The latest data shows an overall recovery in manufacturing demand. The U.S. Department of Commerce’s Census Bureau reported on Monday that factory orders

AI war heats up: OpenAI and Anthropic reportedly woo Wall Street to form joint ventures on the same day

AI war heats up: OpenAI and Anthropic reportedly woo Wall Street to form joint ventures on the same day

``` OpenAI and Anthropic are respectively forming joint ventures with some of the world’s most influential financial institutions, seizing the initiative in the race to promote broader application of artificial intelligence tools. According to media reports on Monday, OpenAI has raised more than $4 billion from 19 investors, including TPG,

Indonesia plans to impose export and windfall taxes on coal and nickel to ease subsidy pressures.

Indonesia plans to impose export and windfall taxes on coal and nickel to ease subsidy pressures.

``` Indonesia plans to impose export taxes and windfall taxes on coal and nickel as one of the measures to offset the rising subsidy costs in the national budget. Indonesia's Finance Minister Purbaya Yudhi Sadewa stated that the proposed measures are still under consultation with the Ministry of Energy

Nvidia challenger Cerebras races toward IPO: priced at $115-125, aiming for a valuation of up to $26.6 billion

Nvidia challenger Cerebras races toward IPO: priced at $115-125, aiming for a valuation of up to $26.6 billion

``` Another heavyweight player in the AI chip sector is about to hit the public market. Nvidia’s competitor Cerebras Systems has officially launched its IPO roadshow, marking the largest pure AI chip company IPO in recent times, as well as an important indicator for gauging market enthusiasm for AI infrastructure

A surge of 90% in one year, the aluminum "black hole" hits the US auto industry, Ford becomes the biggest victim!

A surge of 90% in one year, the aluminum "black hole" hits the US auto industry, Ford becomes the biggest victim!

``` The American automotive industry is currently facing a supply crisis triggered by a soaring aluminum price; multiple factors are eroding carmakers’ profits, shrinking dealer inventories, and threatening this summer’s peak sales season. According to the Wall Street Journal on Sunday local time, sources revealed that Ford Motor Company has

Goldman Sachs: Optimistic about a rebound in profits for hog and fertilizer industries in the second half of the year.

Goldman Sachs: Optimistic about a rebound in profits for hog and fertilizer industries in the second half of the year.

``` On May 1st, Goldman Sachs released an annual report overview of China’s agriculture sector (covering 13 stocks across four main areas: live pigs, seeds, feed and additives, and fertilizers). The core judgment is: results for 2025 and Q1 2026 are generally weaker than expected, but the profit outlook for