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``` Global risk assets are undergoing a dramatic adjustment, and Goldman Sachs analysts have characterized the current market situation as a "technology stock disaster." This adjustment is not the result of an AI bubble bursting, but rather because AI technology has been "too successful," causing disruptive impacts

U.S. stocks rebounded strongly on Friday, with the Dow Jones Industrial Average making a historic breakthrough past the 50,000 mark, marking the largest single-day gain since May last year. Trump quickly credited this milestone to his tariff policies and predicted that the Dow would reach 100,000 points

Samsung Electronics, SK Hynix, and Micron Technology—the major memory chip giants—have begun implementing an unprecedented contract framework: **shifting from traditional long-term fixed price agreements to short-term, even monthly contracts, and introducing a "price retrospective settlement" mechanism.** Market leverage has clearly tilted in favor of suppliers. According

``` Goldman Sachs Technology Research Team points out that the core challenges currently facing software stocks are centered around the new competitive landscape at the application software layer, as well as concerns about the return on capital expenditures for infrastructure companies. WallstreetCN mentioned that a routine occurrence from Anthropic severely hit

PJM Interconnection, the largest electric grid operator in the US, has warned that in the next decade the grid could face a power supply gap of up to 60 gigawatts, equivalent to the output of about 60 large nuclear reactors. This projected shortfall is far greater than the 6.5

President Trump has nominated Kevin Warsh to serve as Chair of the Federal Reserve, aiming to push for lower interest rate policies. However, historical experience shows that **presidents’ attempts to have the Fed chair comply with their wishes often fail.** The experiences of the last three presidents present three typical

AI startup Anthropic is entering the final stages of a new large-scale funding round, expected to surpass $20 billion, with the deal possibly closing as soon as next week. This OpenAI rival initially planned to raise around $10 billion, but due to investor demand far exceeding expectations, the final amount