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AI shockwave spreads from the software industry to the bond market: biggest creditors Ares and KKR suffer sharp stock drops, default rate could soar to 13%

AI shockwave spreads from the software industry to the bond market: biggest creditors Ares and KKR suffer sharp stock drops, default rate could soar to 13%

The disruptive wave brought by artificial intelligence technology is spreading from the software industry deep into financial markets, and the private credit debt market faces unprecedented uncertainty. As AI technology begins to threaten the business models of traditional software companies, the private credit debt investment portfolios—main sources of industry

$350 million upfront payment, total amount reaches $8.5 billion! Innovent Biologics collaborates with Eli Lilly on new tumor immunotherapy drug development.

$350 million upfront payment, total amount reaches $8.5 billion! Innovent Biologics collaborates with Eli Lilly on new tumor immunotherapy drug development.

``` Eli Lilly will pay Chinese biopharmaceutical company Innovent Biologics $350 million in upfront payments. The two parties will jointly develop new drugs in the fields of oncology and immune diseases, marking further recognition of Chinese pharmaceutical companies' innovation capabilities by multinational pharma companies. Innovent Biologics announced on Sunday that

Software stock premiums have fallen to their lowest levels since the financial crisis. Goldman Sachs: Don't rush, they're not done falling yet!

Software stock premiums have fallen to their lowest levels since the financial crisis. Goldman Sachs: Don't rush, they're not done falling yet!

Against the backdrop of rapidly rising AI-driven disruption beyond expectations, the global software and IT services sectors are undergoing a profound revaluation reset. According to Wind Chasing Trading Desk, Goldman Sachs analyst Sharon Bell's team highlighted in their latest strategy report that the software sector's valuation

German manufacturing rebounds from the bottom?

German manufacturing rebounds from the bottom?

Goldman Sachs, by tracking truck mileage and defense orders, has discovered that the underlying driving force of Germany’s manufacturing—the engine of the European economy—is quietly restarting. According to Chase the Wind Trading Desk, Goldman Sachs’ economics research team pointed out in a report published on February 6

After Sanae Takachi's victory, Japan's foreign exchange chief warns "closely monitoring yen movements."

After Sanae Takachi's victory, Japan's foreign exchange chief warns "closely monitoring yen movements."

``` After Japanese Prime Minister Sanae Takaichi’s landslide victory in the snap general election last Sunday, the yen came under renewed pressure. Senior officials at Japan’s Ministry of Finance quickly sent “high alert” signals, attempting to stabilize FX market pricing of fiscal expansion expectations. According to Bloomberg, Atsushi Mimura,

Morgan Stanley: All global indicators are very optimistic, is it "too good to be true"?

Morgan Stanley: All global indicators are very optimistic, is it "too good to be true"?

``` Despite significant market volatility in early 2026, ranging from Japanese government bonds to tech stocks, beneath the surface, almost all indicators related to global cyclical prospects are strengthening in sync. This rare consistency of signals warrants close market attention. Morgan Stanley released "What's Next in Global Macro—

The biggest misconception about "quantum computing" in the market: it is still "too early".

The biggest misconception about "quantum computing" in the market: it is still "too early".

``` Investors generally believe quantum computing remains at the stage of science fiction, but Barclays’ latest research report points out that this “too early” illusion could make you miss out on the most crucial trend of the next 12 months. According to Chase Wind Trading Desk, Barclays analyst team has just