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``` Amazon Web Services, Amazon’s cloud computing division, experienced drone attacks in the Middle East leading to physical damage at its facilities, raising the risk of regional cloud service interruptions and highlighting the direct impact of geopolitical conflicts on critical digital infrastructure. According to Bloomberg, Amazon stated that drones recently

``` The market always likes to compare this wave of AI enthusiasm to the internet bubble of 2000, often discussing whether the valuations are too high or if the bubble will burst. This in-depth strategy report from Dongwu Securities deliberately avoids that line and instead asks a more fundamental question: In

The global aluminum market is undergoing a supply-side transformation driven by electricity. According to Wind Trading Desk, on March 2, Morgan Stanley’s Amy Gower research team released a report stating that although current aluminum prices have already reached Morgan Stanley’s second quarter benchmark forecast of $3,250/ton,

``` Howard Marks, co-founder of Oaktree Capital, warned investors to remain calm in the face of Middle East conflicts, avoid emotional decisions, and stay alert to emerging cracks in the private credit market. On March 3, at the Australian Financial Review Business Summit in Sydney via video link, Marks stated that

MiniMax's first financial report after its Hong Kong IPO delivered results far exceeding expectations, with explosive growth in API demand and efficient R&D investment emerging as the biggest highlights. On March 2, JPMorgan and Goldman Sachs both released research reports interpreting MiniMax's 2025 Q4

NVIDIA spends $4 billion to acquire shares in two major optical communication giants, locking in key production capacity ahead of the "optical interconnect" era for next-generation AI computing architectures. On March 2nd, local time, NVIDIA announced it had established multi-year partnerships with optical communication component manufacturers Coherent and