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The market's previous pricing in a de-escalation of tensions between the US and Iran and a gradual resumption of shipping in the Hormuz was shattered by the reality that Brent crude oil returned to $100 per barrel for the first time since July 24. This reignited expectations of

US tech stocks are currently in a rare state of "torn apart": AI fundamentals continue to strengthen, but the appreciation of the yen, rising interest rates and widening credit spreads are constantly releasing macroeconomic pressures, while the Nasdaq 100 index has consistently refused to break down. The real

OpenAI is accelerating its self-developed chip strategy, and its collaboration with Samsung Electronics is extending into a wider range of semiconductor fields. According to Reuters, Harrison Kim, General Manager of OpenAI Korea, stated at a press conference in Seoul on September 9 that OpenAI and Samsung Electronics have made "

As Trump continues to pressure the Federal Reserve to cut interest rates, new Chairman Warsh may face a difficult policy choice next week. In a recent analysis, Bloomberg columnist Claudia Sahm argues that the key issue now is no longer whether to raise or lower interest rates, but whether the

The global market is entering a rare "Everything High" phase: corporate earnings, capital expenditures, commodities, interest rates, and market positioning are all approaching historical extremes. The most significant change comes from AI. Capital expenditures by US hyperscale cloud providers over the next 12 months are expected to rise

Google's parent company, Alphabet, will deploy its largest single European investment to date in Finland, totaling at least €13 billion, marking the tech giant's continued commitment to AI computing infrastructure. According to Bloomberg, Alphabet announced on Wednesday that the investment will be used over the next