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On the eve of the largest IPO in history, some of Space X's financial data has leaked, showing a very high profit margin.

On the eve of the largest IPO in history, some of Space X's financial data has leaked, showing a very high profit margin.

``` SpaceX is paving the way for a potential trillion-dollar IPO, with some financial data beginning to leak out, showing the space company’s profitability far exceeds market expectations, especially the impressive profit margins of its core business Starlink. According to Barron’s, SpaceX is holding meetings with aerospace and technology

Trade giants warn: If the Strait of Hormuz continues like this, the energy crisis will turn into a food crisis.

Trade giants warn: If the Strait of Hormuz continues like this, the energy crisis will turn into a food crisis.

``` The ongoing turmoil in the Strait of Hormuz is turning an energy shock into a potential global food crisis. On April 22, according to the UK’s Financial Times, major commodity trading giants warned that disruptions in natural gas supply are squeezing fertilizer production. Meanwhile, competition between oil tankers and

Musk "spends big to make up for shortcomings"! SpaceX reaches agreement with "AI programming rising star" Cursor: has the right to acquire for $60 billion

Musk "spends big to make up for shortcomings"! SpaceX reaches agreement with "AI programming rising star" Cursor: has the right to acquire for $60 billion

``` SpaceX has reached an agreement with AI programming startup Cursor, giving it the right to acquire Cursor for $60 billion later this year, or pay $10 billion to advance their collaboration. This is the latest move by Musk’s companies to catch up with competitors in the AI programming sector.

Republican Senator Tillis: If Congress takes over the Justice Department’s investigation of Powell, he may support moving forward with the Walsh nomination process.

Republican Senator Tillis: If Congress takes over the Justice Department’s investigation of Powell, he may support moving forward with the Walsh nomination process.

``` Republican Senator Thom Tillis stated that if the Department of Justice drops its criminal investigation into Powell and allows Congress to initiate an independent investigation, he would consider no longer blocking Walsh's nomination process for Federal Reserve Chair. At Tuesday's hearing on Walsh's nomination,

ASM's second-quarter guidance far exceeds expectations; AI infrastructure boosts chip equipment demand.

ASM's second-quarter guidance far exceeds expectations; AI infrastructure boosts chip equipment demand.

``` Dutch chip equipment manufacturer ASM International NV has issued strong performance guidance, with the AI infrastructure investment boom accelerating and spreading upstream to the equipment sector. The company expects second quarter revenue to reach a midpoint of 980 million euros, about 10% higher than the average analyst forecast. CEO Hichem

Success due to AI, failure also due to AI? Qualcomm deeply mired in memory supply bottleneck, analysts warn growth may nearly stagnate in the next two years.

Success due to AI, failure also due to AI? Qualcomm deeply mired in memory supply bottleneck, analysts warn growth may nearly stagnate in the next two years.

Qualcomm is facing a fierce siege in the consumer electronics market, even as memory demand explodes due to AI data center construction. Although Qualcomm’s stock has recently achieved its longest streak of consecutive gains since 2018, it is merely a respite amid a disastrous downward trend. The stock is

The entire optical communication industry’s production capacity has sold out. Where is the current point of contention?

The entire optical communication industry’s production capacity has sold out. Where is the current point of contention?

The ongoing wave of AI data center construction continues to drive demand for optical communications, with related stocks rising sharply recently and valuations breaking through historical ranges across the board. According to the Wind Trading Desk, Morgan Stanley released a research report on April 20, stating that after OFC (Optical