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Anthropic’s “high-priced AI subscription” backfires? Users sue Claude over reduced limits: Even a $200 monthly fee isn’t enough.

Anthropic’s “high-priced AI subscription” backfires? Users sue Claude over reduced limits: Even a $200 monthly fee isn’t enough.

``` Anthropic is facing legal challenges from consumers—a user has filed a federal lawsuit alleging false advertising, accusing the AI star company of misleading consumers about the usage limits of its top-tier subscription plans. According to a report by The Wall Street Journal on Monday, the lawsuit was filed this

Insurance capital ventures abroad to open a “new channel”; Taikang Asset makes a move with “Southbound Connect”

Insurance capital ventures abroad to open a “new channel”; Taikang Asset makes a move with “Southbound Connect”

``` A piece of news from the insurance asset management industry has recently spread: Taikang Asset Management has successfully completed the first investment transaction as one of the first batch of entrusted institutions for the “Southbound Connect”. “Southbound Connect”, that is, the Southbound cooperation for mutual access between the bond markets

Is the Fed really going to shrink its balance sheet? Citi: Watch closely whether the reserve requirement will be lowered.

Is the Fed really going to shrink its balance sheet? Citi: Watch closely whether the reserve requirement will be lowered.

``` The Federal Reserve’s balance sheet policy is at a new crossroads. As Kevin Warsh is about to preside over his first FOMC meeting as the new chairman, the market is increasing speculation about the Fed’s quantitative tightening (QT) path. Citi Research believes that Warsh is unlikely to make

"Caviar King" passes Hong Kong Stock Exchange hearing

"Caviar King" passes Hong Kong Stock Exchange hearing

``` According to the Hong Kong Stock Exchange disclosure on June 14th, Hangzhou Qiandao Lake Sturgeon Technology Co., Ltd. (“Sturgeon Technology”) has officially passed the listing hearing for the main board on the HKEx. CITIC Securities and CITIC Construction International serve as joint sponsors. Amid the current shift in consumption structure

How AI inference creates new memory demands

How AI inference creates new memory demands

The arrival of the AI inference era is fundamentally reshaping the demand landscape of the semiconductor memory industry. As the average number of output tokens per question surges at a rate of over 5 times per year, the memory needs brought by KV cache management and agentic AI deployment have

AI computing power bottleneck easing? Report: TSMC CoWoS shortage to drop from 20% to 10%

AI computing power bottleneck easing? Report: TSMC CoWoS shortage to drop from 20% to 10%

``` TSMC's advanced packaging capacity continues to expand, and bottlenecks in the AI chip supply chain are expected to gradually ease. According to media reports citing institutional investors' views, as TSMC and its partners actively expand advanced packaging capacity, the supply-demand gap for CoWoS is expected to shrink

Tech stocks are no longer "the sole standout"! Morgan Stanley's Wilson is bullish on cyclical stocks: Regional banks and the transportation sector are expected to catch up.

Tech stocks are no longer "the sole standout"! Morgan Stanley's Wilson is bullish on cyclical stocks: Regional banks and the transportation sector are expected to catch up.

``` The US-Iran peace agreement is about to be signed, boosting market risk appetite. Wall Street strategists believe that the momentum for US stock gains is spreading from technology stocks to cyclical sectors. Morgan Stanley strategist Wilson pointed out in his Monday report that passage through the Strait of Hormuz is