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Afraid of lending! Banks rush to find buyers for Oracle’s $56 billion debt; insurers and private equity firms step in.

Afraid of lending! Banks rush to find buyers for Oracle’s $56 billion debt; insurers and private equity firms step in.

Faced with Oracle’s enormous AI infrastructure financing needs, the balance sheets of Wall Street banks are reaching their limits. To mitigate risk exposure and free up capacity for continued lending, banks are scrambling to securitize and rate tens of billions of dollars in loans related to Oracle’s data

US AI chatbot war: ChatGPT's market share dropped from 69.1% to 45.3%, Gemini rose from 14.7% to 25.1%, Grok rose from 1.6% to 15.2%.

US AI chatbot war: ChatGPT's market share dropped from 69.1% to 45.3%, Gemini rose from 14.7% to 25.1%, Grok rose from 1.6% to 15.2%.

OpenAI’s dominance in the AI chatbot market is being eroded by competitors. Mobile app data shows that ChatGPT’s share of daily active users in the US has dropped sharply from 69.1% to 45.3% over the past year, while Google’s Gemini and Musk’s Grok have

Musk Super Complex: SpaceX + xAI … + Tesla?

Musk Super Complex: SpaceX + xAI … + Tesla?

The two major private giants under Musk have officially merged, and the market's attention has quickly shifted to the final piece of the puzzle—Tesla. According to Chasewind Trading Desk, SpaceX recently announced that it has acquired Musk’s artificial intelligence company xAI. This move comes as SpaceX

Intel enters the GPU market!

Intel enters the GPU market!

``` Intel announced it will begin manufacturing graphics processors (GPUs), officially entering the chip market dominated by Nvidia. This marks a major strategic expansion for the traditional CPU giant under its new CEO’s leadership, with the goal aimed squarely at the lucrative data center AI chip business. According to Reuters,

Citadel economist on Walsh: The Federal Reserve may not cut interest rates again this year, and the US dollar bear market is on hold.

Citadel economist on Walsh: The Federal Reserve may not cut interest rates again this year, and the US dollar bear market is on hold.

Nohshad Shah, economist at Citadel Securities, stated in his latest column that the Federal Reserve may keep interest rates unchanged for the foreseeable future, and this prospect has become clearer following the nomination of Waller as the next Fed Chair. In the context of a resilient U.S. economy and

53.1, Japan's composite PMI hits a 32-month high

53.1, Japan's composite PMI hits a 32-month high

Japan’s private sector had a strong start in 2026, with a simultaneous recovery in demand for both the services and manufacturing sectors, driving the composite PMI to its fastest growth in nearly three years. According to the latest data released by S&P Global, the final value of

Adhering to the principle of "not disturbing users," WeChat has finally taken action on Yuanbao red envelopes.

Adhering to the principle of "not disturbing users," WeChat has finally taken action on Yuanbao red envelopes.

Author | Huang Yu On the first withdrawal day of Tencent Yuanbao's Spring Festival 1-billion-yuan red envelope event, the sharing link for Yuanbao's red envelopes was blocked by its "brother product" WeChat. On February 4, many people found that Yuanbao's red envelope links