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Nvidia's AI dominance faces a major test! OpenAI is dissatisfied with some of its latest AI chips.

Nvidia's AI dominance faces a major test! OpenAI is dissatisfied with some of its latest AI chips.

According to media reports citing several informed sources, OpenAI is not satisfied with some of Nvidia's latest artificial intelligence chips and has been seeking alternatives since last year. This could further complicate the relationship between the two most closely watched companies in the AI boom. This strategic shift

Due to the partial government "shutdown," the U.S. Bureau of Labor Statistics has postponed the release of the employment report.

Due to the partial government "shutdown," the U.S. Bureau of Labor Statistics has postponed the release of the employment report.

The U.S. government shutdown has caused a delay in the release of the January employment report, leaving the market without key data. On February 2 local time, the U.S. Bureau of Labor Statistics announced that due to the partial federal government "shutdown," the January employment report

Federal Reserve and Treasury Department usher in a "new contract"? Walsh advocates balance sheet reduction, but liquidity realities may become the biggest stumbling block.

Federal Reserve and Treasury Department usher in a "new contract"? Walsh advocates balance sheet reduction, but liquidity realities may become the biggest stumbling block.

Trump's nomination of Kevin Warsh as the next Federal Reserve Chair has sparked concerns in the market about potential adjustments in the relationship between the Fed and the Treasury. Warsh has long criticized the oversized Federal Reserve balance sheet, advocating for a substantial reduction of the current $6.

Oracle shares rise more than 3% pre-market! Launching $25 billion bond issuance, planning to raise funds in eight tranches, going all out to boost cloud infrastructure.

Oracle shares rise more than 3% pre-market! Launching $25 billion bond issuance, planning to raise funds in eight tranches, going all out to boost cloud infrastructure.

In order to seize the high ground of artificial intelligence computing power, software giant Oracle has officially launched a massive financing plan, aiming to raise up to $50 billion through a combination of bonds and equity to support its aggressive cloud infrastructure expansion strategy. According to Bloomberg, Oracle officially began

What is the biggest narrative shift for AI in 2026?

What is the biggest narrative shift for AI in 2026?

2026 may become the turning point when AI inference workloads surpass training. According to Trading Platform, Bank of America analyst Vivek Arya's team has released a new research report stating that, despite concerns over funding, valuation, and interest rate fluctuations, continued growth in AI capital expenditures is driving

Google Earnings Preview: Results Likely to Exceed Expectations, Capital Expenditure Guidance Is the Key Focus

Google Earnings Preview: Results Likely to Exceed Expectations, Capital Expenditure Guidance Is the Key Focus

BofA Securities expects Alphabet’s fourth-quarter revenue and earnings per share to both exceed market expectations, and points out that the increase in capital expenditure may become a key variable in this earnings report. Google’s parent company Alphabet will disclose its FY2025 fourth-quarter results after U.S. market hours

Report: Trump plans to invest $12 billion to stockpile critical minerals

Report: Trump plans to invest $12 billion to stockpile critical minerals

U.S. President Donald Trump is preparing to launch a strategic critical minerals reserve plan totaling $12 billion, aiming to protect American manufacturers from supply chain shocks and further strengthen national industrial security by establishing a commercial inventory mechanism. According to media reports, this plan, known as "Project Vault,