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The AI craze has triggered a surge in imports of technology equipment, leading to a 24% increase in the US trade deficit in July, the largest since early 2025.

The AI craze has triggered a surge in imports of technology equipment, leading to a 24% increase in the US trade deficit in July, the largest since early 2025.

The US trade deficit widened sharply in July, with robust import growth once again becoming a major variable in the US economy. In particular, record-breaking imports of capital goods further demonstrated the boost to US import demand from the AI infrastructure investment boom. According to data released by the U.

Reuters poll: ECB may see "final rate hike" on September 10! Deposit rate rises to 2.50%, this tightening cycle may have peaked.

Reuters poll: ECB may see "final rate hike" on September 10! Deposit rate rises to 2.50%, this tightening cycle may have peaked.

The European Central Bank's current rate hike cycle may be nearing its end. A Reuters survey shows that the vast majority of economists expect the ECB to raise rates by another 25 basis points on September 10, after which it will stop. If this expectation materializes, this tightening

Driven by AI demand, TSMC is undertaking a historic expansion: equipment procurement needs have doubled.

Driven by AI demand, TSMC is undertaking a historic expansion: equipment procurement needs have doubled.

The explosive growth in demand for AI computing power is pushing the global semiconductor supply chain into an unprecedented period of pressure. On September 3, it was reported that TSMC executives disclosed that the company's equipment demand had surged 1.9 times from the baseline level in less

Fu Peng's Commentary on the Disagreement Between Bessant and the Bank of Japan: The Cost of Lagging and the Solution to "Bear Flattening" [Fu Peng Says]

Fu Peng's Commentary on the Disagreement Between Bessant and the Bank of Japan: The Cost of Lagging and the Solution to "Bear Flattening" [Fu Peng Says]

"Looking at the world from the trading desk, Fu Peng comments on finance." Fu Peng Says Season 7 has been completely upgraded! Subscribe now! " Fu Peng Says Season 7 " has been upgraded and launched. In addition to the daily videos, a new column and discussion group

The Hugging Face security incident sparked a bipartisan effort in the US to legislate regulations for AI-powered intelligent agents.

The Hugging Face security incident sparked a bipartisan effort in the US to legislate regulations for AI-powered intelligent agents.

Bipartisan Congress in the United States is pushing for legislation to ensure the safety of AI agents, attempting to further improve relevant safety regulations. On September 3, it was reported that Democratic Representative Josh Gottheimer and Republican Representative Mike Lawler will jointly introduce the "Stop Rogue AI Act"

Federal Reserve Governor Waller: If inflation data is overheated, I would consider supporting a rate hike.

Federal Reserve Governor Waller: If inflation data is overheated, I would consider supporting a rate hike.

Federal Reserve Governor Waller said his next decision on interest rates will "largely depend" on the August inflation data to be released next week. He pointed out that "if inflation data is too hot, I would consider supporting interest rate hikes," and emphasized that a slight

Nvidia plans to acquire Hugging Face for $12.93 billion.

Nvidia plans to acquire Hugging Face for $12.93 billion.

Nvidia plans to acquire Hugging Face for $12.93 billion. Risk warning and disclaimerInvesting involves risk; please exercise caution. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions,